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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1726
Proathlete Wealth Management
Florida
$916K -$106K -2,283 -11%
Advisory Alpha
1727
Advisory Alpha
Michigan
$916K +$180K +3,886 +27%
NSIM
1728
North Star Investment Management
Illinois
$916K -$1.21K -26 -0.1%
PIM
1729
Penobscot Investment Management
Massachusetts
$915K – – –
NG
1730
Novem Group
New York
$915K -$14.5K -313 -2%
SDH
1731
Sloy Dahl & Holst
Washington
$915K -$2.27K -49 -0.3%
VFM
1732
Vision Financial Markets
Connecticut
$914K -$27.6K -596 -3%
RHDIC
1733
R.H. Dinel Investment Counsel
California
$913K – – –
BCG
1734
Breakwater Capital Group
New Jersey
$912K +$81.1K +1,749 +11%
LI
1735
Lafayette Investments
Maryland
$912K -$148K -3,200 -15%
SCM
1736
Spreng Capital Management
Ohio
$911K -$40.6K -877 -5%
RIP
1737
Reliant Investment Partners
North Carolina
$911K -$16.1K -348 -2%
NHT
1738
New Hampshire Trust
New Hampshire
$911K -$1.11K -24 -0.1%
CWA Asset Management Group
1739
CWA Asset Management Group
Florida
$909K -$3.39M -73,110 -80%
MFF
1740
Michels Family Financial
Texas
$907K +$18.7K +404 +2%
OWA
1741
Opal Wealth Advisors
New York
$906K +$157K +3,381 +23%
DM
1742
Diversified Management
Wisconsin
$906K +$836K +18,044 New
SIS
1743
Sound Income Strategies
Florida
$904K -$333K -7,184 -28%
FB
1744
First Bancorp
Maine
$903K – – –
SI
1745
Saxon Interests
Texas
$895K -$125K -2,692 -13%
PWPS
1746
Pinnacle Wealth Planning Services
Ohio
$895K +$9.46K +204 +1%
TWP
1747
Tempus Wealth Planning
California
$895K -$77K -1,662 -9%
KJWM
1748
Kiley Juergens Wealth Management
Washington
$892K -$29.8K -644 -3%
MDA
1749
Minot DeBlois Advisors
Massachusetts
$892K -$40.3K -869 -5%
Hillsdale Investment Management
1750
Hillsdale Investment Management
Ontario, Canada
$891K -$568K -12,246 -41%