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Name Holding Trade Value Shares
Change
Change in
Stake
BFWM
1201
Bright Futures Wealth Management
New York
$223K -$12.6K -167 -5%
SPA
1202
Sherbrooke Park Advisers
New York
$222K +$214K +2,850 New
FPCP
1203
Fort Point Capital Partners
California
$222K +$214K +2,847 New
Procyon Advisors
1204
Procyon Advisors
Connecticut
$222K -$1.43K -19 -0.7%
RZH
1205
Relyea Zuckerberg Hanson
Connecticut
$221K -$13.6K -181 -6%
Shelton Capital Management
1206
Shelton Capital Management
Colorado
$221K -$11.5K -153 -5%
IF
1207
IRON Financial
Illinois
$221K -$439K -5,836 -67%
Stonegate Investment Group
1208
Stonegate Investment Group
Alabama
$220K -$2.06M -27,402 -91%
NAM
1209
NorthCrest Asset Manangement
Minnesota
$220K +$212K +2,817 New
CFG
1210
Carr Financial Group
Massachusetts
$219K +$211K +2,803 New
PBC
1211
Pavion Blue Capital
California
$219K – – –
TFF
1212
The Family Firm
Maryland
$218K +$3.53K +47 +2%
MIC
1213
Means Investment Company
Maine
$218K +$210K +2,797 New
AMG
1214
Advisors Management Group
Wisconsin
$218K +$210K +2,797 New
Advisory Alpha
1215
Advisory Alpha
Michigan
$218K +$210K +2,790 New
BWM
1216
Bullock Wealth Management
Indiana
$218K +$6.54K +87 +3%
MSG
1217
Main Street Group
Virginia
$217K – – –
BFAG
1218
Blackston Financial Advisory Group
Florida
$217K +$209K +2,776 New
NDSI
1219
Newman Dignan & Sheerar Inc
Rhode Island
$216K – – –
V
1220
VeraBank
Texas
$215K +$207K +2,754 New
ECM
1221
EagleClaw Capital Management
Massachusetts
$215K +$207K +2,750 New
ACL
1222
Applied Capital LLC
Florida
$215K +$207K +2,748 New
WH
1223
Willner & Heller
California
$214K +$206K +2,745 New
PCMC
1224
Paragon Capital Management (Colorado)
Colorado
$214K -$41.1K -547 -17%
JB Capital
1225
JB Capital
Connecticut
$210K -$52.5K -699 -21%