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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2051
Apollon Wealth Management
South Carolina
$3.3M -$40.6K -776 -1%
WANY
2052
Wealthspire Advisors (New York)
New York
$3.29M +$2.26M +43,280 +279%
TI
2053
Tidal Investments
Wisconsin
$3.29M +$1.96M +37,524 +176%
BCM
2054
Beck Capital Management
Texas
$3.29M +$3.07M +58,732 New
CASB
2055
Cape Ann Savings Bank
Massachusetts
$3.28M -$50.4K -964 -2%
TIM
2056
Tortoise Investment Management
New York
$3.27M -$185K -3,532 -6%
ZF
2057
Zhang Financial
Michigan
$3.27M -$67.1K -1,284 -2%
WOC
2058
West Oak Capital
California
$3.27M +$24.5K +468 +0.8%
CP
2059
Camelot Portfolios
Ohio
$3.27M -$16.3K -312 -0.5%
RW
2060
REDW Wealth
New Mexico
$3.26M -$51.9K -992 -2%
TIM
2061
Thompson Investment Management
Wisconsin
$3.26M +$39.7K +760 +1%
LWM
2062
Lenox Wealth Management
Ohio
$3.25M +$79K +1,512 +3%
IMOV
2063
Investment Management of Virginia
Virginia
$3.25M +$154K +2,936 +5%
TF
2064
Trek Financial
Arizona
$3.25M -$589K -11,260 -16%
TMAM
2065
Tokio Marine Asset Management
Japan
$3.25M +$328K +6,280 +12%
IWA
2066
Inspirion Wealth Advisors
Illinois
$3.25M -$51.7K -988 -2%
GAMC
2067
Garner Asset Management Corp
Texas
$3.24M -$6.27K -120 -0.2%
KIG
2068
Kessler Investment Group
Indiana
$3.23M -$740K -14,156 -20%
MF
2069
Manchester Financial
California
$3.23M -$35.6K -680 -1%
UBG
2070
United Bank (Georgia)
Georgia
$3.23M +$40.4K +772 +1%
WPA
2071
West Paces Advisors
Georgia
$3.21M +$18.8K +360 +0.6%
LCAM
2072
London & Capital Asset Management
United Kingdom
$3.21M -$117K -2,232 -4%
CWM
2073
Centric Wealth Management
Illinois
$3.21M +$623K +11,916 +25%
PCP
2074
Proficio Capital Partners
Massachusetts
$3.21M -$449K -8,584 -13%
PGWM
2075
Parisi Gray Wealth Management
New Jersey
$3.21M +$60.2K +1,152 +2%