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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
701
Optimum Investment Advisors
Illinois
$695K
DI
702
Diligent Investors
California
$693K
JCM
703
J2 Capital Management
Michigan
$691K -$6.61K -89 -1%
IPW
704
Inlet Private Wealth
Florida
$683K
WCF
705
West Coast Financial
California
$680K -$163K -2,200 -20%
DIA
706
Dana Investment Advisors
Wisconsin
$679K
SRC
707
Shufro Rose & Co
New York
$677K
PWM
708
Perigon Wealth Management
California
$673K -$9.5K -128 -1%
AFA
709
Abacus FCF Advisors
Florida
$672K +$650K +8,754 New
RPCONE
710
Retirement Planning Company of New England
Rhode Island
$669K -$14.8K -199 -2%
BCM
711
Becker Capital Management
Oregon
$667K
MC
712
Moors & Cabot
Massachusetts
$665K -$11.4K -153 -2%
WAP
713
Wealthcare Advisory Partners
Pennsylvania
$665K -$15.7K -212 -2%
CM
714
Cornerstone Management
Georgia
$662K
SC
715
Savant Capital
Illinois
$658K -$297 -4 -0%
FWP
716
Firethorn Wealth Partners
Georgia
$657K +$4.6K +62 +0.7%
CIC
717
Cornercap Investment Counsel
Georgia
$650K -$3.86K -52 -0.6%
ABC
718
Associated Banc-Corp
Wisconsin
$650K
P
719
Pitcairn
Pennsylvania
$646K +$52.9K +713 +9%
TC
720
Telemus Capital
Michigan
$643K -$30.4K -409 -5%
GGI
721
Godsey & Gibb Inc
Virginia
$642K
DEA
722
DoubleLine ETF Adviser
Florida
$639K +$20K +270 +3%
SSWM
723
Smith Salley Wealth Management
North Carolina
$632K +$28.9K +389 +5%
AWM
724
Abound Wealth Management
Tennessee
$632K -$325K -4,378 -35%
EI
725
Ellevest Inc
New York
$630K +$12K +161 +2%