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Name Holding Trade Value Shares
Change
Change in
Stake
WAG
2201
Winthrop Advisory Group
Massachusetts
$4.43M +$82.2K +480 +2%
TVWM
2202
Tower View Wealth Management
Wisconsin
$4.43M +$24K +140 +0.5%
CRWM
2203
Castle Rock Wealth Management
California
$4.42M -$120K -700 -2%
BFG
2204
Beacon Financial Group
Texas
$4.42M -$513K -3,000 -10%
AIM
2205
Axiom Investment Management
New York
$4.41M +$558K +3,260 +14%
TIAM2
2206
Tru Independence Asset Management 2
Oregon
$4.39M +$95.8K +560 +2%
CIA
2207
Capital Impact Advisors
Massachusetts
$4.39M +$876K +5,120 +24%
HKIMG
2208
Hutchens & Kramer Investment Management Group
Indiana
$4.38M +$4.55M +26,580 New
PCA
2209
Providence Capital Advisors
North Carolina
$4.38M +$123K +720 +3%
PGAM
2210
Princeton Global Asset Management
New Jersey
$4.38M -$37.7K -220 -0.8%
SIM
2211
Sterling Investment Management
Arizona
$4.37M -$243K -1,420 -5%
CFO
2212
Capitol Family Office
Oregon
$4.37M +$4.48M +26,200 New
HWIS
2213
Hancock Whitney Investment Services
Louisiana
$4.37M +$4.49M +26,220 New
RGC
2214
Roberts, Glore & Co
Illinois
$4.37M
EM
2215
ELCO Management
New York
$4.36M
RW
2216
Rede Wealth
Virginia
$4.36M +$27.4K +160 +0.6%
BZWA
2217
Blue Zone Wealth Advisors
California
$4.35M +$151K +880 +3%
ACS
2218
Archford Capital Strategies
Illinois
$4.34M +$61.6K +360 +1%
AB
2219
Atlas Brown
Kentucky
$4.34M +$44.5K +260 +1%
DA
2220
Doliver Advisors
Texas
$4.33M -$602K -3,520 -11%
MWVC
2221
Morgens Waterfall Vintiadis & Co
New York
$4.33M +$856K +5,000 +24%
AT
2222
Arden Trust
Delaware
$4.33M -$61.6K -360 -1%
MFS
2223
Mirabella Financial Services
United Kingdom
$4.33M +$2.29M +13,380 +107%
MCA
2224
Millennium Capital Advisors
Arkansas
$4.32M +$4.44M +25,920 New
CST
2225
Charles Schwab Trust
Nevada
$4.32M +$1.8M +10,540 +69%