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Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
1951
Hennion & Walsh Asset Management
New Jersey
$19M +$569K +2,517 +3%
DW30
1952
Drucker Wealth 3.0
New Jersey
$19M +$584K +2,587 +4%
HNW
1953
High Note Wealth
Minnesota
$19M -$126K -558 -0.7%
KWS
1954
Keystone Wealth Services
California
$18.9M +$116K +515 +0.7%
FWA
1955
FSM Wealth Advisors
Ohio
$18.9M +$635K +2,812 +4%
GAM
1956
Grandview Asset Management
Pennsylvania
$18.9M +$441K +1,950 +3%
CAC
1957
Certified Advisory Corp
Florida
$18.9M -$96.7K -428 -0.6%
HI
1958
Hoey Investments
Pennsylvania
$18.9M +$70.3K +311 +0.4%
PI
1959
Parkside Investments
Illinois
$18.9M +$32.5K +144 +0.2%
KAS
1960
KPP Advisory Services
Kentucky
$18.9M +$1.15M +5,100 +7%
CF
1961
Cantor Fitzgerald
New York
$18.9M -$32.4M -143,474 -66%
CPBTD
1962
Central Pacific Bank - Trust Division
Hawaii
$18.9M -$630K -2,790 -4%
FZCM
1963
Flynn Zito Capital Management
New York
$18.9M -$258K -1,141 -2%
SFCL
1964
Strengthening Families & Communities LLC
Massachusetts
$18.8M +$16M +70,758 +1,913%
IIA
1965
IPG Investment Advisors
California
$18.8M +$137K +605 +0.8%
PWAM
1966
Papamarkou Wellner Asset Management
New York
$18.8M -$119K -525 -0.7%
KAS
1967
Kemnay Advisory Services
New York
$18.8M +$454K +2,009 +3%
SAW
1968
Signal Advisors Wealth
Michigan
$18.8M +$1.11M +4,892 +7%
IDA
1969
Intelligence Driven Advisers
California
$18.8M -$19.7K -87 -0.1%
RCM
1970
Radnor Capital Management
Pennsylvania
$18.8M -$89.9K -398 -0.5%
MIM
1971
Manitou Investment Management
Ontario, Canada
$18.7M -$365K -1,615 -2%
MIC
1972
Meridian Investment Counsel
California
$18.7M -$560K -2,477 -3%
GWMIA
1973
Global Wealth Management Investment Advisory
Florida
$18.7M +$499K +2,210 +3%
GCA
1974
Gradient Capital Advisors
California
$18.7M -$98.7K -437 -0.6%
PPG
1975
Peak Planning Group
Colorado
$18.7M -$280K -1,240 -2%