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Name Holding Trade Value Shares
Change
Change in
Stake
AFM
876
Abbot Financial Management
Massachusetts
$241K +$43.5K +530 +17%
JGC
877
J. Goldman & Co
New York
$240K +$34.5K +420 +13%
PP
878
PDS Planning
Ohio
$239K +$58.3K +710 +25%
NRI
879
NFP Retirement Inc
California
$239K +$2.46K +30 +0.9%
VHAM
880
Van Hulzen Asset Management
California
$237K -$2.46K -30 -0.8%
RCM
881
RB Capital Management
Nevada
$237K +$24.6K +300 +9%
MA
882
MONECO Advisors
Connecticut
$235K -$4.11K -50 -1%
GWM
883
Geneos Wealth Management
Colorado
$231K -$48.4K -590 -15%
AP
884
Adero Partners
California
$231K +$19.7K +240 +8%
JIC
885
Johnson Investment Counsel
Ohio
$230K -$14.8K -180 -5%
BFS
886
Baskin Financial Services
Ontario, Canada
$230K
HCM
887
Hollencrest Capital Management
California
$227K +$123K +1,500 +81%
GAMC
888
Garner Asset Management Corp
Texas
$227K +$276K +3,360 New
IC
889
Inscription Capital
Texas
$226K +$126K +1,530 +85%
AFM
890
Andesa Financial Management
Pennsylvania
$226K +$274K +3,340 New
PA
891
PSI Advisors
Florida
$224K +$103K +1,250 +60%
CWM
892
Circle Wealth Management
New Jersey
$222K -$145K -1,770 -35%
KNW
893
Kesler Norman & Wride
Utah
$222K -$9.03K -110 -3%
PG
894
Prostatis Group
Maryland
$221K +$268K +3,270 New
ISL
895
Ingalls & Snyder LLC
New York
$221K
CT
896
Caldwell Trust
Florida
$220K +$50.9K +620 +23%
TCM
897
Telos Capital Management
California
$220K -$41.1K -500 -13%
WWM
898
Wolff Wiese Magana
California
$220K -$23.8K -290 -8%
FIA
899
Foundations Investment Advisors
Arizona
$220K +$20.5K +250 +7%
CA
900
CV Advisors
Florida
$219K