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Name Holding Trade Value Shares
Change
Change in
Stake
FC
1876
Forte Capital
New York
$570K -$210K -2,025 -28%
CWA Asset Management Group
1877
CWA Asset Management Group
Florida
$568K +$79.5K +768 +17%
CWM
1878
Cahaba Wealth Management
Georgia
$568K +$32.9K +318 +7%
D
1879
Diversified
Delaware
$568K +$31.1K +300 +6%
PMG
1880
ProVise Management Group
Florida
$568K -$11.9K -115 -2%
TIM
1881
Tevis Investment Management
Texas
$568K +$13.7K +132 +3%
FIM
1882
Fernwood Investment Management
Massachusetts
$567K – – –
HP
1883
Hilltop Partners
Indiana
$563K +$531K +5,126 New
HFS
1884
Heritage Financial Services
Massachusetts
$557K -$12.6K -122 -2%
RCM
1885
Raleigh Capital Management
North Carolina
$556K +$2.38K +23 +0.5%
TW
1886
Towerpoint Wealth
California
$555K -$6.11K -59 -1%
CSB
1887
City State Bank
Iowa
$555K -$54.4K -525 -9%
CSWM
1888
Cassady Schiller Wealth Management
Ohio
$555K -$7.25K -70 -1%
Journey Strategic Wealth
1889
Journey Strategic Wealth
New Jersey
$554K +$177K +1,708 +51%
SIM
1890
SSI Investment Management
California
$553K – – –
WDC
1891
Woodward Diversified Capital
California
$553K -$17.8K -172 -3%
FFA
1892
Founders Financial Alliance
North Carolina
$552K -$10.5K -101 -2%
AWM
1893
Aevitas Wealth Management
Massachusetts
$552K +$725 +7 +0.1%
MW
1894
Marcum Wealth
Ohio
$552K -$57.4K -554 -10%
KWM
1895
Kolinsky Wealth Management
New Jersey
$549K +$2.07K +20 +0.4%
TWM
1896
Tradition Wealth Management
Minnesota
$547K +$2.07K +20 +0.4%
MSR
1897
Main Street Research
Connecticut
$546K -$155K -1,493 -23%
WP
1898
Westmount Partners
California
$546K +$515K +4,975 New
AG
1899
Ascent Group
Virginia
$546K +$73K +705 +17%
BIC
1900
Beach Investment Counsel
Pennsylvania
$545K – – –