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Name Holding Trade Value Shares
Change
Change in
Stake
DWAM
1751
Duncan Williams Asset Management
Tennessee
$732K +$850 +3 +0.1%
PCMM
1752
Piedmont Capital Management (Montana)
Montana
$732K +$15.6K +55 +2%
SFO
1753
Stokes Family Office
Louisiana
$731K +$3.68K +13 +0.5%
WE
1754
Wealth Effects
Massachusetts
$729K +$283 +1 +0%
BFM
1755
Boothbay Fund Management
New York
$728K +$739K +2,609 New
LWAM
1756
Legacy Wealth Asset Management
Minnesota
$728K -$3.68K -13 -0.5%
OHWA
1757
Oak Hill Wealth Advisors
Virginia
$728K +$11.3K +40 +2%
PJSIMP
1758
P.J. Schmidt Investment Management (PJS)
Wisconsin
$727K -$38K -134 -5%
KFA
1759
Kelleher Financial Advisors
New York
$726K +$4.25K +15 +0.6%
GIM
1760
Grassi Investment Management
California
$726K – – –
PAA
1761
Peregrine Asset Advisers
Oregon
$726K +$28.3K +100 +4%
NF
1762
Nikulski Financial
Iowa
$725K -$21.2K -75 -3%
PIM
1763
Profit Investment Management
Maryland
$722K -$45.9K -162 -6%
SIS
1764
Sound Income Strategies
Florida
$721K +$495K +1,748 +210%
TNB
1765
Thomasville National Bank
Georgia
$720K -$101K -355 -12%
FFO
1766
Fortitude Family Office
Arizona
$720K -$7.08K -25 -1%
TCBWMS
1767
Texas Capital Bank Wealth Management Services
Texas
$719K -$1.7K -6 -0.2%
AA
1768
Auxano Advisors
Washington
$718K -$2.27K -8 -0.3%
FPWM
1769
FSB Premier Wealth Management
Iowa
$717K +$1.42K +5 +0.2%
GS
1770
GWN Securities
Florida
$716K -$507K -1,789 -41%
AL
1771
ADE LLC
Maryland
$712K +$383K +1,351 +113%
EPW
1772
Endeavor Private Wealth
Kansas
$711K -$115K -407 -14%
AF
1773
Apexium Financial
Texas
$710K +$13K +46 +2%
HFBOT
1774
Home Federal Bank of Tennessee
Tennessee
$709K – – –
FRM
1775
Fox Run Management
Connecticut
$706K +$717K +2,530 New