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Name Holding Trade Value Shares
Change
Change in
Stake
NWA
2301
New World Advisors
Massachusetts
$303K – – –
WP
2302
WealthShield Partners
North Carolina
$303K +$122K +2,137 +61%
WIC
2303
Whitegate Investment Counselors
New Hampshire
$302K +$8.75K +153 +3%
FCM
2304
Firestone Capital Management
Florida
$302K +$23K +402 +8%
PCM
2305
Perritt Capital Management
Illinois
$300K – – –
RZH
2306
Relyea Zuckerberg Hanson
Connecticut
$300K +$6.92K +121 +2%
GCAC
2307
Guardian Capital Advisors (Canada)
Ontario, Canada
$299K +$30.4K +532 +7%
SFSIG
2308
San Francisco Sentry Investment Group
California
$298K -$96.6K -1,689 -23%
PP
2309
Pacifica Partners
Canada
$298K -$17.7K -310 -6%
FNC
2310
First National Corp
Massachusetts
$298K -$6.64K -116 -0.4%
BFA
2311
Brendel Financial Advisors
New Hampshire
$297K -$58.2K -1,018 -16%
PCM
2312
Poehling Capital Management
Wisconsin
$296K -$39.7K -694 -11%
Dodge & Cox
2313
Dodge & Cox
California
$296K – – –
SA
2314
Stewardship Advisors
Pennsylvania
$295K -$9.78K -171 -3%
TCM
2315
Towercrest Capital Management
Pennsylvania
$295K -$3.32K -58 -1%
KCM
2316
Kendall Capital Management
Maryland
$294K – – –
RIS
2317
Retirement Income Solutions
Michigan
$292K -$1.95K -34 -0.6%
WLIM
2318
White Lighthouse Investment Management
Massachusetts
$291K +$8.3K +145 +3%
SPI
2319
Santori & Peters Inc
Pennsylvania
$291K +$25.7K +450 +9%
SFS
2320
Summit Financial Strategies
Ohio
$291K +$310K +5,425 New
BWA
2321
Burt Wealth Advisors
Maryland
$290K -$25.7K -450 -8%
AAMC
2322
Asset Allocation & Management Company
Illinois
$290K -$5.72K -100 -2%
NED
2323
Nancy E. Dempze
$290K -$2.86K -50 -0.9%
BFG
2324
Bouchey Financial Group
New York
$289K -$5.04K -88 -2%
MAA
2325
Mraz Amerine & Associates
California
$288K +$8.58K +150 +3%