Name Holding Trade Value Shares
Change
Change in
Stake
WI
1726
WrapManager Inc
California
$223K +$221K +1,151 New
WCG
1727
Weaver Consulting Group
California
$222K -$19.2K -100 -7%
JIP
1728
JBJ Investment Partners
South Carolina
$221K +$220K +1,144 New
AAP
1729
Arax Advisory Partners
Colorado
$220K +$576 +3 +0.3%
GCM
1730
Gables Capital Management
Florida
$219K – – –
WP
1731
WMS Partners
Maryland
$218K -$730K -3,803 -77%
DLHL
1732
Donald L. Hagan LLC
Florida
$218K +$206K +1,072 New
CPO
1733
Cerity Partners OCIO
New York
$218K +$216K +1,124 New
MA
1734
MCF Advisors
Kentucky
$217K – – –
BWA
1735
BDO Wealth Advisors
Florida
$217K +$21.1K +110 +11%
KPW
1736
Kore Private Wealth
New York
$217K +$216K +1,125 New
AWA
1737
ARS Wealth Advisors
Florida
$216K +$214K +1,117 New
GCC
1738
Guardian Capital (Canada)
Ontario, Canada
$214K -$17.2M -89,430 -99%
RWM
1739
RBA Wealth Management
California
$214K -$9.6K -50 -4%
SCM
1740
Salem Capital Management
Massachusetts
$213K – – –
WSCM
1741
Wellington Shields Capital Management
New York
$213K – – –
TVAMP
1742
Tennessee Valley Asset Management Partners
Tennessee
$213K +$1.15K +6 +0.5%
VR
1743
Viridian RIA
Washington
$212K – – –
CIA
1744
CSat Investment Advisory
Michigan
$212K +$22.5K +117 +12%
WAM
1745
Wakefield Asset Management
Colorado
$212K +$211K +1,098 New
DHFB
1746
Dixon Hubard Feinour & Brown
Virginia
$211K -$1.15K -6 -0.5%
FLAM
1747
First Light Asset Management
Minnesota
$211K – – –
CHA
1748
Carmichael Hill & Associates
Maryland
$210K -$45.1K -235 -18%
JLBC
1749
J.L. Bainbridge & Co
Florida
$210K – – –
MS
1750
Maven Securities
Jersey
$210K +$207K +1,079 New