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Name Holding Trade Value Shares
Change
Change in
Stake
WFMPM
2651
Woodley Farra Manion Portfolio Management
Indiana
$200K +$174K +558 New
BHWM
2652
Beaird Harris Wealth Management
Texas
$196K -$534K -1,716 -76%
AWM
2653
Accel Wealth Management
Iowa
$195K -$29.9K -96 -15%
GIA
2654
Goodwin Investment Advisory
Georgia
$194K +$8.41K +27 +5%
CSB
2655
City State Bank
Iowa
$191K – – –
DSC
2656
Duncker Streett & Co
Missouri
$186K +$93.4K +300 +137%
OLVIG
2657
Oliver Lagore Vanvalin Investment Group
Michigan
$185K +$164K +525 New
HFM
2658
Hartford Financial Management
Connecticut
$184K +$5.61K +18 +4%
SGA
2659
Seaport Global Advisors
Massachusetts
$183K -$121K -387 -43%
SAS
2660
Stelac Advisory Services
New York
$183K +$46.7K +150 +42%
OAJ
2661
Ogorek Anthony Joseph
New York
$181K +$157K +504 New
ECM
2662
Estabrook Capital Management
New York
$178K – – –
LAS
2663
Lloyd Advisory Services
Georgia
$176K +$122K +393 +409%
HWMA
2664
Heritage Wealth Management (Arizona)
Arizona
$175K +$151K +486 New
RCM
2665
Raleigh Capital Management
North Carolina
$171K +$2.8K +9 +2%
SFCL
2666
Strengthening Families & Communities LLC
Massachusetts
$171K +$14K +45 +10%
BCM
2667
Blume Capital Management
California
$167K – – –
IAS
2668
IMA Advisory Services
Colorado
$167K – – –
CTC (Chicago Trading Company)
2669
CTC (Chicago Trading Company)
Illinois
$166K +$139K +447 +2,980%
SC
2670
Solstein Capital
California
$165K -$27.1K -87 -16%
EWM
2671
Evermay Wealth Management
Virginia
$165K – – –
HF
2672
Halpern Financial
Virginia
$165K – – –
FWA
2673
FSC Wealth Advisors
New York
$162K – – –
KLWA
2674
Kelly Lawrence W & Associates
California
$162K – – –
PFSC
2675
Peoples Financial Services Corp
Pennsylvania
$162K – – –