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Name Holding Trade Value Shares
Change
Change in
Stake
AFM
1001
Abbot Financial Management
Massachusetts
$330K -$45.2K -1,300 -12%
WPC
1002
Wedmont Private Capital
Pennsylvania
$330K -$59.2K -1,701 -15%
AFWM
1003
Abich Financial Wealth Management
Virginia
$329K +$333K +9,564 New
RWPA
1004
Richard W. Paul & Associates
Michigan
$328K +$800 +23 +0.2%
NAM
1005
NorthCrest Asset Manangement
Minnesota
$328K +$23.2K +666 +8%
HCM
1006
Howland Capital Management
Massachusetts
$327K -$3.65K -105 -1%
Bank Julius Baer & Co
1007
Bank Julius Baer & Co
Switzerland
$327K +$23.4K +673 +8%
TWP
1008
Tyche Wealth Partners
Texas
$327K +$7.41K +213 +2%
WFAG
1009
Worth Financial Advisory Group
North Carolina
$326K -$31.7K -911 -9%
GD
1010
Grandfield & Dodd
New York
$325K -$69.9K -2,008 -18%
WPC
1011
Waters Parkerson & Co
Louisiana
$324K -$264K -7,583 -45%
OIA
1012
OneDigital Investment Advisors
Kansas
$324K -$9.22K -265 -3%
CIA
1013
Capital Investment Advisors
Georgia
$323K -$46.2K -1,328 -12%
PMWMG
1014
Parr McKnight Wealth Management Group
Minnesota
$323K +$327K +9,397 New
IIM
1015
Ipswich Investment Management
Massachusetts
$323K -$6.96K -200 -2%
IAN
1016
Integrated Advisors Network
Texas
$320K -$1.36K -39 -0.4%
KA
1017
Kovack Advisors
Florida
$320K -$78.6K -2,259 -20%
EWA
1018
Exencial Wealth Advisors
Oklahoma
$319K +$40.3K +1,159 +14%
NHT
1019
New Hampshire Trust
New Hampshire
$319K +$47.8K +1,375 +17%
IFG
1020
Independent Financial Group
California
$318K -$75.8K -2,178 -19%
PCM
1021
Prelude Capital Management
New York
$318K +$322K +9,250 New
CCAL
1022
City Center Advisors LLC
Michigan
$318K +$322K +9,245 New
TCA
1023
Transcend Capital Advisors
New Jersey
$317K -$80K -2,299 -20%
HCM
1024
Howard Capital Management
Georgia
$315K +$10K +288 +3%
FWM
1025
Forza Wealth Management
Florida
$314K +$27.5K +789 +9%