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Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
3326
Harvest Group Wealth Management
Massachusetts
$202K -$108K -1,672 -38%
VLKIM
3327
Van Lanschot Kempen Investment Management
Netherlands
$201K -$1.41M -21,980 -89%
CI
3328
Cordant Inc
Oregon
$198K +$174K +2,700 New
CWA
3329
Capital Wealth Alliance
Arizona
$184K +$153K +2,384 New
HF
3330
Halpern Financial
Virginia
$183K +$161K +2,496 New
FWM
3331
Filbrandt Wealth Management
Wisconsin
$161K +$142K +2,204 New
AWM
3332
Avondale Wealth Management
Texas
$156K +$55.3K +860 +68%
DRS
3333
Deane Retirement Strategies
Louisiana
$140K
AI
3334
ArchPoint Investors
Florida
$132K -$28.6K -444 -20%
TI
3335
Truehand Inc
New Hampshire
$129K
AFS
3336
Aft Forsyth & Sober
Florida
$129K +$113K +1,760 New
LAS
3337
Lloyd Advisory Services
Georgia
$129K +$113K +1,760 New
UOTTAIMCU
3338
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$117K +$102K +1,592 New
NO
3339
Ninety One
South Africa
$112K
MG
3340
MilWealth Group
Wisconsin
$110K
CIM
3341
Contravisory Investment Management
Massachusetts
$105K
AWMS
3342
Advocacy Wealth Management Services
Georgia
$78K -$9.78K -152 -12%
CA
3343
CXI Advisors
Indiana
$68K +$60K +932 New
PCM
3344
Pinz Capital Management
New York
$59K +$51.5K +800 New
WIM
3345
Weitz Investment Management
Nebraska
$41K
SFG
3346
Sage Financial Group
Pennsylvania
$36K +$31.7K +492 New
AS
3347
Altshuler Shaham
Israel
$33K +$28K +436 +2,180%
FCH
3348
Freestone Capital Holdings
Washington
$22.9K +$823K +12,792 +4%
SFA
3349
Semmax Financial Advisors
North Carolina
$21K
GAM
3350
Guinness Asset Management
United Kingdom
$18K