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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1401
Affinity Wealth Management
Delaware
$3.64M +$15K +180 +0.4%
RIM
1402
Reliant Investment Management
Tennessee
$3.63M +$26.6K +320 +0.8%
RC
1403
RegentAtlantic Capital
New Jersey
$3.62M +$291K +3,500 +9%
ACA
1404
Atlas Capital Advisors
Wyoming
$3.62M
FMTC
1405
Farmers & Merchants Trust Company
California
$3.61M +$46.6K +560 +1%
LA
1406
Legacy Advisors
Pennsylvania
$3.6M +$1.5M +18,000 +80%
WCM
1407
Wisconsin Capital Management
Wisconsin
$3.59M +$624K +7,500 +23%
LSPW
1408
Lake Street Private Wealth
Illinois
$3.59M +$3.35M +40,300 New
NWM
1409
Nicola Wealth Management
British Columbia, Canada
$3.59M
LHC
1410
Little House Capital
Massachusetts
$3.58M -$4.99K -60 -0.1%
NMC
1411
Nine Masts Capital
Hong Kong
$3.57M +$3.34M +40,080 New
HS
1412
HighVista Strategies
Massachusetts
$3.56M +$166K +2,000 +5%
SMG
1413
Spectrum Management Group
Indiana
$3.56M -$240K -2,880 -7%
JPC
1414
Jabodon PT Co
Nevada
$3.55M +$3.32M +39,840 New
AWA
1415
Arete Wealth Advisors
Illinois
$3.53M +$371K +4,460 +13%
CPIG
1416
Chicago Partners Investment Group
Illinois
$3.53M -$819K -9,840 -21%
TFGT
1417
TS Financial Group (TSFG)
Illinois
$3.52M +$3.29M +39,540 New
AUB
1418
Atlantic Union Bankshares
Virginia
$3.51M -$371K -4,460 -10%
EWG
1419
Executive Wealth Group
Washington
$3.5M
DLA
1420
Douglas Lane & Associates
New York
$3.5M +$474K +5,700 +17%
ATC
1421
Adirondack Trust Company
New York
$3.49M -$69.9K -840 -2%
JWM
1422
Jupiter Wealth Management
Colorado
$3.49M +$3.12M +37,500 New
BLAM
1423
Bourne Lent Asset Management
New York
$3.49M
AA
1424
Altman Advisors
Illinois
$3.48M -$123K -1,480 -4%
CHC
1425
City Holding Co
West Virginia
$3.48M +$81.6K +980 +3%