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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
2051
WT Wealth Management
Arizona
$4.5M -$808K -7,072 -17%
DBG
2052
De Burlo Group
Massachusetts
$4.5M +$12.6K +110 +0.3%
LA
2053
LVW Advisors
New York
$4.49M -$126K -1,106 -3%
MFA
2054
Mayflower Financial Advisors
Massachusetts
$4.48M +$33.9K +297 +0.2%
MS
2055
Marshall & Sullivan
Washington
$4.48M +$36.3K +318 +0.9%
WAG
2056
Winthrop Advisory Group
Massachusetts
$4.48M +$133K +1,168 +4%
AGAM
2057
Audent Global Asset Management
California
$4.47M -$1.4M -12,229 -26%
MWVC
2058
Morgens Waterfall Vintiadis & Co
New York
$4.47M +$914K +8,000 +30%
BRM
2059
Boston Research & Management
Massachusetts
$4.47M +$82.8K +725 +2%
DLG
2060
Daniel L. Goodwin
$4.46M +$49.7K +435 +1%
FWM
2061
Focused Wealth Management
New York
$4.45M -$73K -639 -2%
YCM
2062
Yost Capital Management
Texas
$4.43M +$3.88M +34,000 New
CI
2063
Capital International
California
$4.43M -$8.32M -72,834 -68%
BIM
2064
Baldwin Investment Management
Pennsylvania
$4.43M -$187K -1,635 -5%
SFM
2065
Signet Financial Management
New Jersey
$4.43M +$65.8K +576 +2%
NME
2066
Notis-McConarty Edward
$4.42M -$29.1K -255 -0.7%
AO
2067
Advisor OS
Illinois
$4.42M +$879K +7,699 +29%
CAC
2068
Certified Advisory Corp
Florida
$4.41M -$386K -3,378 -9%
WFG
2069
Wills Financial Group
Virginia
$4.4M
CCM
2070
Cinctive Capital Management
New York
$4.4M -$3.82M -33,485 -50%
NCGI
2071
Next Century Growth Investors
Minnesota
$4.4M
CTFG
2072
Capstone Triton Financial Group
Oklahoma
$4.4M -$35.9K -314 -0.9%
MSS
2073
Mitchell Sinkler & Starr
Pennsylvania
$4.4M +$49.1K +430 +1%
TWM
2074
Triton Wealth Management
Arizona
$4.39M +$30.9K +271 +0.8%
SFA
2075
Souders Financial Advisors
Ohio
$4.39M -$105K -917 -3%