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Name Holding Trade Value Shares
Change
Change in
Stake
GPA
1901
Garrison Point Advisors
California
$815K +$15.5K +281 +2%
C
1902
Certuity
Florida
$815K +$155K +2,806 +23%
CFFP
1903
Center for Financial Planning
Michigan
$814K -$93K -1,681 -10%
BWM
1904
BCGM Wealth Management
Indiana
$814K +$49.4K +893 +6%
GCM
1905
Gibraltar Capital Management
Oklahoma
$813K -$1.49K -27 -0.2%
BI
1906
Ballast Inc
Kentucky
$813K +$25.8K +466 +3%
WCF
1907
West Coast Financial
California
$812K -$5.37K -97 -0.6%
MCM
1908
Marathon Capital Management
Maryland
$810K -$6.86K -124 -0.8%
PAWC
1909
P.A.W. Capital
Connecticut
$810K – – –
HCP
1910
Hexagon Capital Partners
Arkansas
$808K +$181K +3,270 +28%
PGIM
1911
Pacific Global Investment Management
California
$804K -$32.5K -588 -4%
DHFB
1912
Dixon Hubard Feinour & Brown
Virginia
$804K +$9.4K +170 +1%
W
1913
WealthOne
New York
$803K +$72K +1,302 +10%
Credit Agricole
1914
Credit Agricole
France
$800K +$437K +7,905 +114%
TNA
1915
True North Advisors
Texas
$798K +$85.9K +1,553 +12%
HIM
1916
Hotaling Investment Management
Pennsylvania
$797K – – –
RBC
1917
Roble Belko & Company
Pennsylvania
$797K +$4.92K +89 +0.6%
SAM
1918
SignalPoint Asset Management
Missouri
$797K +$31.9K +576 +4%
GA
1919
Geller Advisors
New York
$795K +$128K +2,307 +19%
SAM
1920
S.A. Mason
Michigan
$794K +$46.2K +836 +6%
DA
1921
Denali Advisors
California
$794K +$348K +6,300 +75%
WA
1922
Winfield Associates
Ohio
$792K – – –
EPWM
1923
Essex Private Wealth Management
Massachusetts
$789K -$553 -10 -0.1%
CT
1924
Columbia Trust
Oregon
$789K +$23.2K +420 +3%
WCG
1925
Weaver Consulting Group
California
$789K +$102K +1,840 +14%