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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
2301
Verus Wealth Management
Wisconsin
$351K +$3.38K +78 +1%
CCG
2302
Cypress Capital Group
Florida
$351K -$1.49M -34,440 -81%
AWM
2303
Adams Wealth Management
Utah
$351K -$43.3K -1,000 -11%
CI
2304
CacheTech Inc
Utah
$351K -$43.3K -1,000 -11%
SWK
2305
Stephen W. Kidder
$351K +$44.1K +1,018 +15%
CAM
2306
Cozad Asset Management
Illinois
$349K -$563 -13 -0.2%
SCM
2307
SCS Capital Management
Massachusetts
$348K -$933K -21,550 -73%
LAM
2308
LECAP Asset Management
United Kingdom
$348K +$342K +7,911 New
ATFA
2309
All Terrain Financial Advisors
Minnesota
$348K +$606 +14 +0.2%
MJRIC
2310
Mogy Joel R Investment Counsel
California
$347K -$12K -278 -3%
PCM
2311
Princeton Capital Management
New Jersey
$347K -$16.1K -373 -5%
CIAS
2312
CFS Investment Advisory Services
New Jersey
$347K -$19.6K -452 -5%
SIA
2313
SGL Investment Advisors
Montana
$346K -$7.75K -179 -2%
6F
2314
626 Financial
Michigan
$346K +$29.3K +677 +9%
EPIMS
2315
Evelyn Partners Investment Management Services
$345K +$70.8K +1,635 +26%
MPCG
2316
Matrix Private Capital Group
New York
$344K – – –
PWM
2317
Paulson Wealth Management
Illinois
$343K -$7.36K -170 -2%
SIC
2318
Samalin Investment Counsel
New York
$343K +$18.6K +429 +6%
NWM
2319
Northwest Wealth Management
Iowa
$343K +$17.2K +398 +5%
FG
2320
Foster Group
Iowa
$342K +$41K +946 +14%
WW
2321
Waterfront Wealth
Kansas
$342K +$22K +508 +6%
CFG
2322
Carr Financial Group
Massachusetts
$341K -$63.7K -1,471 -16%
CMAI
2323
Capital Management Associates Inc
Minnesota
$340K +$101K +2,339 +43%
EW
2324
Element Wealth
Mississippi
$339K +$9.13K +211 +3%
MLL
2325
Moody Lynn & Lieberson
Massachusetts
$338K -$9.13K -211 -3%