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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2201
Selective Wealth Management
Virginia
$334K +$352K +9,515 New
GAB
2202
German American Bancorp
Indiana
$334K -$3.48K -94 -1%
BCM
2203
Boltwood Capital Management
California
$333K -$12.4K -334 -4%
CCG
2204
Chatham Capital Group
Georgia
$333K -$24.1K -650 -7%
AC
2205
Avestar Capital
New York
$333K +$5.07K +137 +2%
BBW
2206
Blue Barn Wealth
Utah
$333K -$4.81K -130 -1%
SIC
2207
SFE Investment Counsel
California
$332K – – –
CCIA
2208
Campbell & Co Investment Adviser
Maryland
$331K +$330K +8,905 New
VCM
2209
Vigilant Capital Management
Maine
$330K +$81.8K +2,210 +33%
NEWAS
2210
N.E.W. Advisory Services
Wisconsin
$329K +$106K +2,869 +48%
BAM
2211
Byrne Asset Management
New Jersey
$329K -$5.07K -137 -2%
CWM
2212
Calamos Wealth Management
Illinois
$327K +$10.9K +295 +3%
FA
2213
Faithward Advisors
Pennsylvania
$327K -$267K -7,204 -42%
KS
2214
Karpas Strategies
Connecticut
$325K -$333 -9 -0.1%
SCA
2215
SMH Capital Advisors
Texas
$325K -$5.03K -136 -2%
FCAG
2216
First Capital Advisors Group
New Jersey
$325K -$9.92K -268 -3%
MTWM
2217
Masso Torrence Wealth Management
New Jersey
$325K -$26.1K -706 -7%
AC
2218
AIFG Consultants
New York
$324K -$32.6K -882 -9%
NRI
2219
NFP Retirement Inc
California
$323K +$18.3K +495 +6%
GWA
2220
GGM Wealth Advisors
Maryland
$323K +$342K +9,244 New
CW
2221
CIC Wealth
Maryland
$323K -$199K -5,378 -38%
PPWM
2222
Paragon Private Wealth Management
Kentucky
$323K +$11.5K +311 +4%
EWA
2223
ERTS Wealth Advisors
Michigan
$322K +$2.67K +72 +0.8%
TFA
2224
Triad Financial Advisors
North Carolina
$322K +$851 +23 +0.3%
BMC
2225
Benin Management Corp
Connecticut
$321K -$21.1K -571 -6%