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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWA
2251
SteelBridge Private Wealth Advisors
Florida
$696K – – –
FCMC
2252
Founders Capital Management (Connecticut)
Connecticut
$689K +$13.6K +412 +2%
CF
2253
Corrigan Financial
Rhode Island
$682K – – –
BWL
2254
Bogart Wealth LLC
Virginia
$682K -$127K -3,856 -17%
AIM
2255
Aspen Investment Management
Michigan
$679K -$8.04K -244 -1%
PA
2256
Probity Advisors
Texas
$676K -$96.9K -2,944 -14%
PIM
2257
Perkins Investment Management
Illinois
$675K +$184K +5,600 +42%
EVC
2258
Eidelman Virant Capital
Missouri
$672K +$132 +4 +0%
GWA
2259
Guidant Wealth Advisors
Illinois
$668K +$395K +12,004 +183%
HW
2260
Hancock Whitney
Mississippi
$665K -$23.8K -724 -4%
MFS
2261
Madrona Financial Services
Washington
$661K -$2.2M -66,940 -78%
MS
2262
Marshall & Sullivan
Washington
$659K – – –
DOA
2263
D'Orazio & Associates
Virginia
$656K – – –
EMB
2264
Elefante Mark B
$656K +$115K +3,500 +24%
GI
2265
Glovista Investments
New Jersey
$655K – – –
CA
2266
Cortland Associates
Missouri
$653K -$20K -608 -3%
GWM
2267
GSB Wealth Management
Connecticut
$653K -$17.1K -520 -3%
AWM
2268
AllSquare Wealth Management
New York
$650K -$21.3K -648 -3%
SHWM
2269
Smith & Howard Wealth Management
Georgia
$646K -$86K -2,612 -13%
FCM
2270
Firsthand Capital Management
California
$646K – – –
OCAM
2271
Onex Canada Asset Management
Ontario, Canada
$644K -$6M -182,160 -91%
HWM
2272
Highwater Wealth Management
Colorado
$639K +$230K +6,992 +65%
OBWP
2273
O'Brien Wealth Partners
Massachusetts
$637K -$51K -1,548 -8%
SC
2274
Schulhoff & Co
Ohio
$636K +$101K +3,080 +21%
RCG
2275
Ruggie Capital Group
Florida
$635K +$347K +10,540 +148%
89 90
91
92 93