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Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
1026
Global Wealth Management Investment Advisory
Florida
$120K +$104K +1,129 +830%
FCM
1027
Firestone Capital Management
Florida
$120K +$117K +1,266 New
CCA
1028
Column Capital Advisors
Indiana
$120K +$118K +1,275 New
AWM
1029
AllSquare Wealth Management
New York
$119K
CIA
1030
CSat Investment Advisory
Michigan
$118K +$18.8K +203 +19%
APW
1031
Acima Private Wealth
Virginia
$116K
PCM
1032
Penserra Capital Management
California
$109K -$1.54M -16,705 -94%
WOC
1033
West Oak Capital
California
$108K
FMT
1034
First Mercantile Trust
Tennessee
$106K -$2.77K -30 -3%
CI
1035
CX Institutional
Indiana
$104K
SFPG
1036
Stonebridge Financial Planning Group
Florida
$104K +$102K +1,100 New
BAM
1037
Barrett Asset Management
New York
$100K
FRA
1038
Front Row Advisors
California
$100K
AWA
1039
Arkadios Wealth Advisors
Georgia
$97.2K +$87.3K +945 New
LWCFA
1040
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$96K -$1.48K -16 -2%
FGAM
1041
Financial Gravity Asset Management
Texas
$95K -$2.13K -23 -16%
HSA
1042
Hussman Strategic Advisors
Maryland
$95K
SBL
1043
Sargent Bickham Lagudis
Colorado
$95K
TSW
1044
Thompson Siegel & Walmsley
Virginia
$95K
GSC
1045
G&S Capital
Colorado
$94K
FNBOSM
1046
First National Bank of South Miami
Florida
$94K +$40.6K +440 +79%
MAM
1047
Meeder Asset Management
Ohio
$92K -$129K -1,398 -59%
RMC
1048
Resources Management Corp
Connecticut
$92K
JWA
1049
JFS Wealth Advisors
Pennsylvania
$92K +$3.88K +42 +5%
GRP
1050
Global Retirement Partners
California
$90K -$10.9K -118 -11%