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Name Holding Trade Value Shares
Change
Change in
Stake
FI
801
FormulaFolio Investments
Michigan
$207K +$201K +2,020 New
NPF
802
Norris Perne & French
Michigan
$205K -$298K -3,000 -60%
GG
803
Gleason Group
Kentucky
$205K – – –
CCM
804
Compass Capital Management
Minnesota
$205K +$199K +2,000 New
DFG
805
DWM Financial Group
Illinois
$205K +$199K +2,000 New
MTC
806
McDaniel Terry & Co
Texas
$205K +$199K +2,000 New
PWS
807
Private Wealth Strategies
Ohio
$205K +$199K +2,000 New
VCM
808
Vision Capital Management
Oregon
$205K +$199K +2,000 New
CTC
809
Central Trust Company
Missouri
$204K -$9.94K -100 -5%
CWM
810
Cordatus Wealth Management
Pennsylvania
$204K +$198K +1,990 New
SBL
811
Sargent Bickham Lagudis
Colorado
$203K -$12.9K -130 -6%
Verition Fund Management
812
Verition Fund Management
Connecticut
$203K +$197K +1,980 New
AFM
813
Abbot Financial Management
Massachusetts
$201K -$29.8K -300 -13%
SSB
814
Sandy Spring Bank
Maryland
$199K – – –
AIM
815
ARK Investment Management
Florida
$192K -$337K -3,390 -64%
SC
816
Solstein Capital
California
$191K -$7.95K -80 -4%
WEC
817
Winslow Evans & Crocker
Massachusetts
$191K – – –
KCM
818
Kathmere Capital Management
Pennsylvania
$183K +$178K +1,790 New
MSFP
819
Mark Sheptoff Financial Planning
Connecticut
$174K -$24.9K -250 -13%
GI
820
Gradient Investments
Minnesota
$174K +$99.4K +1,000 +143%
CFG
821
CKW Financial Group
Hawaii
$173K +$142K +1,430 +681%
EW
822
Evoke Wealth
California
$171K -$17.9K -180 -10%
ADL
823
Asset Dedication LLC
California
$171K +$67.6K +680 +68%
FA
824
Fortis Advisors
Pennsylvania
$153K – – –
CFA
825
Carroll Financial Associates
North Carolina
$144K +$15.9K +160 +13%