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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
2701
Ironsides Asset Advisors
North Carolina
$256K +$482 +1 +0.2%
WF
2702
Wayfinding Financial
Washington
$256K +$20.7K +43 +9%
WFA
2703
WMG Financial Advisors
Tennessee
$256K +$241K +500 New
BWM
2704
Birchcreek Wealth Management
Ohio
$255K
CC
2705
Colrain Capital
Massachusetts
$255K
CPA
2706
Cowen Prime Advisors
New York
$255K
NSEDCP
2707
NJ State Employees Deferred Compensation Plan
New Jersey
$255K
PWSG
2708
Pacific Wealth Strategies Group
California
$255K
PCA
2709
Peddock Capital Advisors
Massachusetts
$255K
SCA
2710
Sandy Cove Advisors
Massachusetts
$255K
1WM
2711
1900 Wealth Management
Texas
$251K
FWM
2712
ForthRight Wealth Management
Georgia
$250K
GAM
2713
Gemmer Asset Management
California
$250K
EWM
2714
EPG Wealth Management
Georgia
$250K +$236K +490 New
LC
2715
Landaas & Company
Wisconsin
$248K
EA
2716
Emerald Advisors
Washington
$248K +$13K +27 +6%
ADBIC
2717
A.D. Beadell Investment Counsel
Wisconsin
$247K
EA
2718
Eclectic Associates
California
$247K +$2.41K +5 +1%
ARIS
2719
Advanced Research Investment Solutions
California
$247K +$60.8K +126 +35%
CWG
2720
Crown Wealth Group
North Carolina
$247K +$234K +485 New
HC
2721
Hamilton Capital
Ohio
$246K +$3.38K +7 +1%
MS
2722
Maven Securities
Jersey
$246K +$233K +483 New
MF
2723
Manchester Financial
California
$245K
HCM
2724
Howard Capital Management
Georgia
$244K -$92.1K -191 -29%
TIAM2
2725
Tru Independence Asset Management 2
Oregon
$244K -$36.7K -76 -14%