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Name Holding Trade Value Shares
Change
Change in
Stake
C
1901
Certuity
Florida
$815K +$155K +2,806 +23%
CFFP
1902
Center for Financial Planning
Michigan
$814K -$93K -1,681 -10%
BWM
1903
BCGM Wealth Management
Indiana
$814K +$49.4K +893 +6%
GCM
1904
Gibraltar Capital Management
Oklahoma
$813K -$1.49K -27 -0.2%
BI
1905
Ballast Inc
Kentucky
$813K +$25.8K +466 +3%
WCF
1906
West Coast Financial
California
$812K -$5.37K -97 -0.6%
MCM
1907
Marathon Capital Management
Maryland
$810K -$6.86K -124 -0.8%
PAWC
1908
P.A.W. Capital
Connecticut
$810K
HCP
1909
Hexagon Capital Partners
Arkansas
$808K +$181K +3,270 +28%
PGIM
1910
Pacific Global Investment Management
California
$804K -$32.5K -588 -4%
DHFB
1911
Dixon Hubard Feinour & Brown
Virginia
$804K +$9.4K +170 +1%
W
1912
WealthOne
New York
$803K +$72K +1,302 +10%
Credit Agricole
1913
Credit Agricole
France
$800K +$437K +7,905 +114%
TNA
1914
True North Advisors
Texas
$798K +$85.9K +1,553 +12%
HIM
1915
Hotaling Investment Management
Pennsylvania
$797K
RBC
1916
Roble Belko & Company
Pennsylvania
$797K +$4.92K +89 +0.6%
SAM
1917
SignalPoint Asset Management
Missouri
$797K +$31.9K +576 +4%
GA
1918
Geller Advisors
New York
$795K +$128K +2,307 +19%
SAM
1919
S.A. Mason
Michigan
$794K +$46.2K +836 +6%
DA
1920
Denali Advisors
California
$794K +$348K +6,300 +75%
WA
1921
Winfield Associates
Ohio
$792K
EPWM
1922
Essex Private Wealth Management
Massachusetts
$789K -$553 -10 -0.1%
CT
1923
Columbia Trust
Oregon
$789K +$23.2K +420 +3%
WCG
1924
Weaver Consulting Group
California
$789K +$102K +1,840 +14%
WFC
1925
Western Financial Corp
California
$785K +$7.97K +144 +1%