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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
676
McMillion Capital Management
North Carolina
$41K +$41.2K +394 New
AWM
677
AllSquare Wealth Management
New York
$40K – – –
PWMG
678
Prestige Wealth Management Group
New Jersey
$39K -$32.9K -314 -46%
IFAM
679
Institutional & Family Asset Management
Colorado
$39K -$1.26K -12 -3%
CI
680
CX Institutional
Indiana
$39K +$1.57K +15 +4%
IAIM
681
International Assets Investment Management
Florida
$38K +$38.1K +364 New
CIA
682
CSat Investment Advisory
Michigan
$35K -$1.35M -12,886 -97%
LWM
683
Liberty Wealth Management
California
$35K -$43.6K -417 -57%
NICM
684
Neo Ivy Capital Management
New York
$35K +$34.9K +333 New
CFD
685
Creative Financial Designs
Indiana
$34K – – –
KPCM
686
Kings Point Capital Management
New York
$34K – – –
RWA
687
Ropes Wealth Advisors
Massachusetts
$32K +$3.87K +37 +14%
BWM
688
Baystate Wealth Management
Massachusetts
$31K – – –
SIM
689
Sonora Investment Management
Arizona
$31K – – –
OSAM
690
O'Shaughnessy Asset Management
Connecticut
$29K +$5.34K +51 +23%
HI
691
Hudock Inc
Pennsylvania
$29K +$20.9K +200 +260%
BCA
692
Berman Capital Advisors
Georgia
$28K -$8.69K -83 -23%
AWM
693
Accel Wealth Management
Iowa
$28K +$28.3K +270 New
VFA
694
Valeo Financial Advisors
Indiana
$27K – – –
LWCFA
695
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K -$10.5K -100 -29%
AA
696
Ancora Advisors
Ohio
$26K – – –
HNB
697
Huntington National Bank
Ohio
$24K -$29.9K -286 -54%
AssetMark Inc
698
AssetMark Inc
California
$24K -$2.72K -26 -10%
FHA
699
First Horizon Advisors
Tennessee
$23K -$1.99K -19 -8%
ADL
700
Asset Dedication LLC
California
$23K – – –