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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
2351
Catalyst Capital Advisors
New York
$110K -$2.68K -10 -2%
CCM
2352
Copeland Capital Management
Pennsylvania
$108K
CSWM
2353
Cassady Schiller Wealth Management
Ohio
$108K +$110K +410 New
AWM
2354
AllSquare Wealth Management
New York
$106K
AAG
2355
Armstrong Advisory Group
Massachusetts
$104K +$106K +397 New
LWP
2356
Lumature Wealth Partners
Georgia
$101K +$64.6K +241 +167%
OCM
2357
Osterweis Capital Management
California
$99K
AWM
2358
Accel Wealth Management
Iowa
$97K
TF
2359
TimeScale Financial
Massachusetts
$93.6K
PGAM
2360
Princeton Global Asset Management
New Jersey
$91K
CMBA
2361
C.M. Bidwell & Associates
Hawaii
$90.3K
HWMA
2362
Heritage Wealth Management (Arizona)
Arizona
$90.3K +$56.8K +212 +161%
TFGT
2363
TS Financial Group (TSFG)
Illinois
$89K +$268 +1 +0.3%
GG
2364
Gleason Group
Kentucky
$87.6K +$804 +3 +0.9%
TSWM
2365
Tyler-Stone Wealth Management
Ohio
$87K
TIM
2366
Tortoise Investment Management
New York
$85.9K -$119K -445 -58%
MWM
2367
MinichMacGregor Wealth Management
New York
$84K +$85.8K +320 New
IGWM
2368
ICA Group Wealth Management
Colorado
$82.6K -$253K -945 -75%
JWM
2369
Janiczek Wealth Management
Colorado
$82.4K +$20.6K +77 +34%
AWM
2370
Atticus Wealth Management
Florida
$80.2K +$2.14K +8 +3%
HC
2371
Hoese & Co
Minnesota
$80K
POIA
2372
Pin Oak Investment Advisors
Texas
$76K
BIA
2373
Bell Investment Advisors
California
$74.6K +$13.4K +50 +21%
KA
2374
Kozak & Associates
Colorado
$74K
RWM
2375
Raffa Wealth Management
District of Columbia
$73.8K -$268 -1 -0.4%