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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
2801
CIM Investment Management
Pennsylvania
$6.19M
GWM
2802
GK Wealth Management
Nevada
$6.19M +$280K +1,226 +5%
AFA
2803
American Financial Advisors
Georgia
$6.18M +$56.1K +245 +0.9%
BFA
2804
Buttonwood Financial Advisors
Maryland
$6.17M -$52.6K -230 -0.9%
DAM
2805
Doheny Asset Management
California
$6.17M +$916K +4,005 +18%
RCA
2806
Runnymede Capital Advisors
Ohio
$6.17M -$1.81M -7,913 -23%
TCPG
2807
Trivant Custom Portfolio Group
California
$6.17M +$50.1K +219 +0.8%
CAM
2808
Cidel Asset Management
Ontario, Canada
$6.17M +$992K +4,336 +19%
GAAM
2809
Guinness Atkinson Asset Management
California
$6.16M -$352K -1,537 -5%
VCM
2810
Virtue Capital Management
Tennessee
$6.16M +$5.83M +25,469 +1,465%
DWML
2811
Decker Wealth Management LLC
Tennessee
$6.15M +$6.1M +26,656 New
RRCP
2812
Rip Road Capital Partners
Massachusetts
$6.15M +$526K +2,300 +9%
EFM
2813
Eley Financial Management
Vermont
$6.14M -$32.3K -141 -0.5%
SIP
2814
Snowwater Investment Partners
Connecticut
$6.14M +$6.09M +26,599 New
BLAM
2815
Bourne Lent Asset Management
New York
$6.13M +$42.6K +186 +0.7%
WAC
2816
William Allan Corp
Colorado
$6.13M -$120K -523 -2%
CC
2817
Constitution Capital
Connecticut
$6.12M +$1.71M +7,465 +39%
6CM
2818
683 Capital Management
New York
$6.12M
SRM
2819
Shelter Rock Management
New York
$6.11M +$6.06M +26,481 New
CWS
2820
Confluence Wealth Services
Pennsylvania
$6.1M +$93.3K +408 +2%
PIWA
2821
Prevail Innovative Wealth Advisors
Kansas
$6.1M +$245K +1,070 +4%
BWA
2822
BlueSky Wealth Advisors
North Carolina
$6.1M
NEWAS
2823
N.E.W. Advisory Services
Wisconsin
$6.09M +$1.05M +4,611 +21%
AW
2824
Alchemi Wealth
Connecticut
$6.09M +$6.03M +26,365 New
JWM
2825
JPL Wealth Management
Colorado
$6.08M -$106K -462 -2%