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Name Holding Trade Value Shares
Change
Change in
Stake
NIM
2501
NuWave Investment Management
New Jersey
$275K +$190K +3,427 +206%
CL
2502
CIM LLC
New York
$274K +$12.6K +227 +5%
OCG
2503
Opus Capital Group
Ohio
$272K -$66.8K -1,208 -19%
AFS
2504
Axiom Financial Strategies
Indiana
$272K +$221 +4 +0.1%
TPM
2505
Triasima Portfolio Management
Quebec, Canada
$270K
BWA
2506
Beam Wealth Advisors
Louisiana
$270K +$27K +488 +11%
VC
2507
Veracity Capital
Georgia
$270K +$64.4K +1,164 +30%
TI
2508
Telemetry Investments
New York
$270K +$277K +5,001 New
SFG
2509
Sovereign Financial Group
Connecticut
$269K -$37.1K -670 -12%
APW
2510
Austin Private Wealth
Texas
$269K +$26.1K +472 +10%
GA
2511
Gateway Advisory
New Jersey
$269K +$275K +4,976 New
RWI
2512
Red Wave Investments
Pennsylvania
$268K +$1.94K +35 +0.7%
PBF
2513
Petix & Botte Financial
California
$268K +$274K +4,958 New
ICG
2514
InterOcean Capital Group
Tennessee
$268K +$275K +4,964 New
SCM
2515
Silvant Capital Management
Georgia
$266K
UCI
2516
Uncommon Cents Investing
Wisconsin
$266K +$2.77K +50 +1%
W
2517
Wealthquest
Ohio
$266K +$38.4K +695 +16%
DDPIC
2518
Deroy & Devereaux Private Investment Counsel
Michigan
$265K -$1.38K -25 -0.5%
VBFP
2519
Valtinson Bruner Financial Planning
Minnesota
$265K +$6.97K +126 +3%
BDF
2520
Black Diamond Financial
Maryland
$265K +$21K +380 +8%
LFA
2521
Landmark Financial Advisors
Kentucky
$264K -$11.6K -209 -4%
PIA
2522
Powell Investment Advisors
Florida
$264K
Massachusetts Financial Services
2523
Massachusetts Financial Services
Massachusetts
$263K -$243M -4,399,986 -100%
TCM
2524
Traynor Capital Management
Pennsylvania
$263K -$12.3K -223 -4%
NWA
2525
New World Advisors
Massachusetts
$261K -$412K -7,457 -60%