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Name Holding Trade Value Shares
Change
Change in
Stake
RWB
1476
RMR Wealth Builders
New Jersey
$251K +$224K +761 New
JCM
1477
Jacobi Capital Management
Pennsylvania
$249K
PCP
1478
Proficio Capital Partners
Massachusetts
$249K +$2.35K +8 +1%
EWM
1479
EPG Wealth Management
Georgia
$249K +$222K +756 New
PPP
1480
Private Portfolio Partners
New Jersey
$248K -$31.2K -106 -12%
JIP
1481
Jaffetilchin Investment Partners
Florida
$247K -$10.6K -36 -5%
FBB
1482
Fulton Breakefield Broenniman
Maryland
$247K +$220K +748 New
ALAM
1483
Asahi Life Asset Management
Japan
$244K -$459K -1,560 -68%
SPP
1484
Single Point Partners
Massachusetts
$243K +$237K +807 New
IFS
1485
Ifrah Financial Services
Arkansas
$242K +$215K +732 New
BCM
1486
Brookstone Capital Management
Illinois
$239K +$213K +725 New
CC
1487
Courier Capital
New York
$237K +$204K +695 New
WWM
1488
Windsor Wealth Management
Indiana
$237K +$211K +718 New
IWP
1489
Icon Wealth Partners
Texas
$237K +$212K +719 New
NNP
1490
Nachman Norwood & Parrott
South Carolina
$237K +$212K +720 New
BHWM
1491
Bay Harbor Wealth Management
Maryland
$236K -$11.8K -40 -5%
SW
1492
SkyOak Wealth
Michigan
$236K +$211K +716 New
CWM
1493
Calamos Wealth Management
Illinois
$235K +$210K +713 New
HCM
1494
Hillman Capital Management
Maryland
$235K +$210K +713 New
AFWM
1495
AMJ Financial Wealth Management
Virginia
$234K +$209K +709 New
PA
1496
Procyon Advisors
Connecticut
$234K +$209K +709 New
LWP
1497
Legacy Wealth Planning
Nevada
$234K +$209K +710 New
EMG
1498
Ellington Management Group
Connecticut
$231K -$824K -2,800 -80%
VCA
1499
Verdence Capital Advisors
Maryland
$231K -$15.3K -52 -7%
AWM
1500
Aries Wealth Management
Maine
$231K +$203K +691 New