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Name Holding Trade Value Shares
Change
Change in
Stake
HIS
2301
Harvest Investment Services
Illinois
$200K -$28.2K -1,510 -12%
GCA
2302
Greenwood Capital Associates
South Carolina
$200K +$201K +10,740 New
KFS
2303
Kelly Financial Services
Massachusetts
$198K +$1.1K +59 +0.6%
ODG
2304
O'Dell Group
Ohio
$198K -$7.38K -395 -4%
FPB
2305
First PREMIER Bank
South Dakota
$198K +$14.5K +776 +8%
GC
2306
Garde Capital
Washington
$195K +$196K +10,482 New
WIM
2307
Westside Investment Management
California
$194K -$69.1K -3,699 -18%
LTI
2308
Laffer Tengler Investments
Tennessee
$193K +$56 +3 +0%
FCT
2309
Family Capital Trust
Massachusetts
$192K +$7.42K +397 +4%
UCB
2310
United Community Bank
South Carolina
$192K +$193K +10,319 New
GFPC
2311
Global Financial Private Client
Florida
$190K -$76.8K -4,106 -29%
JWM
2312
Janiczek Wealth Management
Colorado
$187K +$59.6K +3,191 +46%
HS
2313
Horan Securities
United States
$184K +$185K +9,911 New
CPR
2314
CSU Producer Resources
Ohio
$177K – – –
ICM
2315
Islay Capital Management
Texas
$177K – – –
PP
2316
PrairieView Partners
Minnesota
$174K +$14.6K +782 +9%
FMP
2317
Financial Management Professionals
Texas
$173K -$79.7K -4,261 -31%
MWM
2318
Mascoma Wealth Management
New Hampshire
$172K -$351K -18,771 -67%
EBA
2319
Eagle Bay Advisors
New York
$171K -$77.2K -4,131 -31%
GG
2320
Gleason Group
Kentucky
$169K -$597K -31,944 -78%
ARMC
2321
American Research & Management Company
Massachusetts
$169K +$6.19K +331 +4%
NICM
2322
Neo Ivy Capital Management
New York
$167K -$477K -25,522 -74%
CA
2323
Crewe Advisors
Utah
$167K +$5.2K +278 +3%
MIFH
2324
Migdal Insurance & Financial Holdings
Israel
$167K +$6.26K +335 +4%
RA
2325
Rise Advisors
New York
$166K +$167K +8,911 New