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Name Holding Trade Value Shares
Change
Change in
Stake
NAM
2301
North American Management
Massachusetts
$336K – – –
BFG
2302
Bouchey Financial Group
New York
$336K +$5.31K +88 +2%
KCM
2303
Kendall Capital Management
Maryland
$336K +$34.7K +575 +12%
RZH
2304
Relyea Zuckerberg Hanson
Connecticut
$336K +$330K +5,470 New
FC
2305
Fusion Capital
South Carolina
$336K +$331K +5,480 New
LF
2306
Lee Financial
Texas
$335K -$37.3K -619 -10%
APW
2307
Acima Private Wealth
Virginia
$328K – – –
SFG
2308
Sather Financial Group
Texas
$326K +$18.9K +314 +6%
WLIM
2309
White Lighthouse Investment Management
Massachusetts
$324K – – –
BWFA
2310
Baltimore-Washington Financial Advisors
Maryland
$324K +$54.4K +902 +21%
MSU
2311
Mizuho Securities USA
New York
$324K +$318K +5,270 New
WWM
2312
WT Wealth Management
Arizona
$323K +$19.6K +325 +7%
GIP
2313
Greatmark Investment Partners
Georgia
$321K -$6.03K -100 -2%
BRC
2314
Bell Rock Capital
Delaware
$321K +$1.93K +32 +0.6%
FCM
2315
Firestone Capital Management
Florida
$321K +$315K +5,224 New
FTI
2316
Fiduciary Trust International
Massachusetts
$320K +$121 +2 +0%
CG
2317
Corundum Group
Colorado
$320K +$68K +1,127 +28%
MAA
2318
Mraz Amerine & Associates
California
$319K – – –
ACM
2319
AUA Capital Management
Pennsylvania
$318K -$141K -2,334 -31%
OLA
2320
Oliver Luxxe Assets
New Jersey
$318K +$49K +812 +19%
GPWA
2321
Great Point Wealth Advisors
Massachusetts
$317K – – –
PGA
2322
Portland Global Advisors
Maine
$317K – – –
PG
2323
Prostatis Group
Maryland
$316K +$311K +5,149 New
CA
2324
Callahan Advisors
Texas
$316K +$5.01K +83 +2%
EWM
2325
EPG Wealth Management
Georgia
$315K +$310K +5,138 New