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Name Holding Trade Value Shares
Change
Change in
Stake
PWMA
1501
Pension & Wealth Management Advisors
Massachusetts
$69.2K – – –
IPS
1502
Investors Portfolio Services
Washington
$69K -$41.2K -229 -36%
CAC
1503
Core Alternative Capital
Georgia
$69K – – –
FNWA
1504
Financial Network Wealth Advisors
Utah
$68.9K -$360 -2 -0.5%
SCM
1505
Silvant Capital Management
Georgia
$65.9K – – –
GWM
1506
Gilpin Wealth Management
Colorado
$64.7K – – –
Twin Tree Management
1507
Twin Tree Management
Texas
$64.7K +$67.5K +375 New
PAM
1508
Parvin Asset Management
South Dakota
$63.9K +$1.8K +10 +3%
1IA
1509
1620 Investment Advisors
Massachusetts
$62.8K +$4.14K +23 +7%
BLC
1510
Brown, Lisle/Cummings
Rhode Island
$62.6K – – –
OWA
1511
Opal Wealth Advisors
New York
$62.5K +$65.1K +362 New
MWPCG
1512
Measured Wealth Private Client Group
New Hampshire
$61.3K +$3.78K +21 +6%
OSNBOA
1513
Old Second National Bank of Aurora
Illinois
$60.4K -$3.06K -17 -5%
SIC
1514
Salem Investment Counselors
North Carolina
$59K +$61.5K +342 New
EPAM
1515
Evelyn Partners Asset Management
$58.7K – – –
SMBT
1516
Southern Michigan Bank & Trust
Michigan
$58.7K +$61.2K +340 New
OCWP
1517
Owl Creek Wealth Partners
Colorado
$57.8K +$60.3K +335 New
RFP
1518
Root Financial Partners
California
$57K +$39K +217 +192%
CPBTD
1519
Central Pacific Bank - Trust Division
Hawaii
$56.1K – – –
JWM
1520
JPL Wealth Management
Colorado
$55.4K +$57.8K +321 New
JSAM
1521
J. Safra Asset Management
New York
$53.8K +$3.96K +22 +8%
Group One Trading
1522
Group One Trading
Illinois
$53.5K +$55.8K +310 New
AFC
1523
Ares Financial Consulting
California
$53.3K +$37.1K +206 +194%
FMB
1524
Field & Main Bank
Kentucky
$51.8K – – –
AG
1525
AmeriFlex Group
Nevada
$51.6K +$360 +2 +0.7%