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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
2651
Sit Investment Associates
Minnesota
$114K
WCM
2652
Winthrop Capital Management
Indiana
$114K +$116K +409 New
AWM
2653
AllSquare Wealth Management
New York
$113K
OAJ
2654
Ogorek Anthony Joseph
New York
$112K +$4.53K +16 +4%
CCM
2655
Copeland Capital Management
Pennsylvania
$112K
KA
2656
Kozak & Associates
Colorado
$112K -$5.38K -19 -5%
BCMLT
2657
Beacon Capital Management LLC (Tennessee)
Tennessee
$111K -$5.1K -18 -4%
AG
2658
AmeriFlex Group
Nevada
$110K -$2.11M -7,450 -95%
CAM
2659
Costello Asset Management
Pennsylvania
$108K -$3.4K -12 -3%
WA
2660
Whipplewood Advisors
Colorado
$106K -$194K -685 -64%
WPWM
2661
Western Pacific Wealth Management
Illinois
$106K
BWM
2662
Bernard Wealth Management
Michigan
$106K
CS
2663
CapitalatWork SA
$105K
TPWA
2664
Twin Peaks Wealth Advisors
California
$104K +$103K +365 New
RAM
2665
Riggs Asset Management
Pennsylvania
$103K +$850 +3 +0.8%
SVWA
2666
Sarver Vrooman Wealth Advisors
Missouri
$102K -$14.4K -51 -12%
GG
2667
Gleason Group
Kentucky
$100K +$567 +2 +0.6%
CF
2668
Conquis Financial
California
$98.8K
POIA
2669
Pin Oak Investment Advisors
Texas
$97K
IWP
2670
IAG Wealth Partners
Wisconsin
$94K +$567 +2 +0.6%
CCA
2671
Catalyst Capital Advisors
New York
$91K -$25.8K -91 -22%
TFGT
2672
TS Financial Group (TSFG)
Illinois
$91K +$6.8K +24 +8%
TIM
2673
Tortoise Investment Management
New York
$89.9K +$6.23K +22 +7%
DFA
2674
DHJJ Financial Advisors
Illinois
$89.3K +$28K +99 +45%
VWM
2675
Vermillion Wealth Management
Minnesota
$88.9K +$283 +1 +0.3%