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Name Holding Trade Value Shares
Change
Change in
Stake
SQA
2326
Simon Quick Advisors
New Jersey
$165K +$82.7K +4,423 +99%
BAM
2327
Bellevue Asset Management
Washington
$164K -$78.8K -4,215 -32%
LF
2328
Lee Financial
Texas
$161K +$68.3K +3,652 +73%
MAWCM
2329
Mine & Arao Wealth Creation & Management
California
$154K -$4.02M -214,980 -96%
FMB
2330
Field & Main Bank
Kentucky
$151K -$21K -1,126 -12%
CI Investments Inc
2331
CI Investments Inc
Ontario, Canada
$150K +$40.5K +2,168 +37%
RIA
2332
Richwood Investment Advisors
Ohio
$150K +$151K +8,078 New
DHGWA
2333
Dixon Hughes Goodman Wealth Advisors
North Carolina
$149K +$150K +7,998 New
AWM
2334
Accel Wealth Management
Iowa
$145K +$5.85K +313 +4%
BCM
2335
Blume Capital Management
California
$144K -$7.42K -397 -5%
PIM
2336
Platinum Investment Management
Australia
$143K +$27.6K +1,477 +24%
BCA
2337
Bray Capital Advisors
Florida
$141K – – –
TFM
2338
TFC Financial Management
Massachusetts
$140K -$4.28K -229 -3%
DI
2339
Disciplined Investments
Oklahoma
$139K +$21.6K +1,154 +18%
TCM
2340
TD Capital Management
Tennessee
$136K +$1.03K +55 +0.8%
RP
2341
Rowlandmiller & Partners
Georgia
$133K -$2.61M -139,605 -95%
SC
2342
Steph & Co
Wisconsin
$133K -$140K -7,470 -51%
VCM
2343
Versant Capital Management
Arizona
$132K +$15.4K +823 +13%
DWP
2344
Destiny Wealth Partners
Florida
$131K -$6.41K -343 -5%
CFG
2345
CKW Financial Group
Hawaii
$130K – – –
EWM
2346
Evermay Wealth Management
Virginia
$127K -$38.7K -2,069 -23%
CM
2347
Cornerstone Management
Georgia
$127K +$127K +6,815 New
SC
2348
Sierra Capital
Florida
$125K – – –
WPA
2349
West Paces Advisors
Georgia
$124K +$25.3K +1,352 +25%
NL
2350
NVWM LLC
Pennsylvania
$121K -$45.6K -2,440 -27%