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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
3301
AllSquare Wealth Management
New York
$2.54M -$9.54K -63 -0.3%
WAM
3302
WealthTrust Asset Management
Florida
$2.54M -$1.29M -8,523 -31%
OWA
3303
Opal Wealth Advisors
New York
$2.54M +$20.1K +133 +0.7%
GCIG
3304
Grand Central Investment Group
Florida
$2.54M +$419K +2,766 +18%
CP
3305
Covenant Partners
Tennessee
$2.52M
CIAS
3306
CBIZ Investment Advisory Services
Ohio
$2.52M -$299K -1,974 -10%
CWA
3307
CJM Wealth Advisers
Virginia
$2.52M +$140K +926 +5%
FAM
3308
Flaharty Asset Management
Florida
$2.52M +$16.4K +108 +0.6%
NA
3309
Nottingham Advisors
New York
$2.51M +$106K +697 +4%
EP
3310
EPIQ Partners
Minnesota
$2.51M -$1.21K -8 -0%
GPWA
3311
Great Point Wealth Advisors
Massachusetts
$2.51M +$65.1K +430 +2%
BMD
3312
Better Money Decisions
New Mexico
$2.51M +$752K +4,968 +37%
JGUA
3313
John G. Ullman & Associates
New York
$2.51M -$43.8K -289 -2%
RA
3314
Riverstone Advisors
Texas
$2.5M +$95.3K +629 +4%
DA
3315
Detalus Advisors
Missouri
$2.5M -$22.1K -146 -0.8%
JCA
3316
January Capital Advisors
California
$2.5M
TW
3317
Towerpoint Wealth
California
$2.49M -$45.1K -298 -2%
BPCA
3318
Bank Pictet & Cie (Asia)
Singapore
$2.49M -$490K -3,237 -15%
NFG
3319
Northeast Financial Group
Pennsylvania
$2.49M -$714K -4,716 -21%
ASBI
3320
American State Bank (Iowa)
Iowa
$2.49M +$41K +271 +2%
EFEM
3321
Eos Focused Equity Management
New York
$2.49M +$2.75M +18,182 New
RCC
3322
Red Cedar Capital
Nebraska
$2.48M
AO
3323
Advisor OS
Illinois
$2.48M -$115K -757 -4%
PAA
3324
Peregrine Asset Advisers
Oregon
$2.48M -$3.43M -22,678 -55%
EHAM
3325
Eagle Harbor Asset Management
Washington
$2.48M +$35.3K +233 +1%