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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
2301
Redwood Investment Management
Arizona
$6.24M +$512K +2,787 +9%
SW
2302
SkyOak Wealth
Michigan
$6.23M +$919 +5 +0%
CWA
2303
Choice Wealth Advisors
Maine
$6.23M -$16.5K -90 -0.3%
WCM
2304
Wisconsin Capital Management
Wisconsin
$6.22M +$462K +2,516 +8%
BFWM
2305
Bright Futures Wealth Management
New York
$6.21M +$26.5K +144 +0.4%
TC
2306
Tsai Capital
New York
$6.21M -$1.38M -7,521 -19%
GWM
2307
Glass Wealth Management
Texas
$6.2M +$70.7K +385 +1%
FMB
2308
Field & Main Bank
Kentucky
$6.2M -$70K -381 -1%
GAG
2309
Goodman Advisory Group
Massachusetts
$6.2M -$189K -1,031 -3%
WHCI
2310
W.H. Cornerstone Investments
Massachusetts
$6.18M -$88.4K -481 -1%
HG
2311
Herbst Group
Connecticut
$6.18M -$73.1K -398 -1%
WWM
2312
WJ Wealth Management
Arizona
$6.17M +$2.2M +11,950 +60%
CCFCSB
2313
Cape Cod Five Cents Savings Bank
Massachusetts
$6.17M +$3.71M +20,213 +172%
WFAG
2314
Worth Financial Advisory Group
North Carolina
$6.16M +$293K +1,596 +5%
APP
2315
Avantax Planning Partners
Iowa
$6.16M -$829K -4,510 -12%
JPLA
2316
Joseph P. Lucia & Associates
New York
$6.15M +$250K +1,362 +4%
FWM
2317
Focused Wealth Management
New York
$6.15M -$39.9K -217 -0.7%
BAM
2318
Berkshire Asset Management
Pennsylvania
$6.13M +$687K +3,740 +13%
OWP
2319
Old Well Partners
North Carolina
$6.13M -$276K -1,500 -5%
ONGA
2320
O'Neil Global Advisors
California
$6.12M +$5.82M +31,675 New
IF
2321
Ironwood Financial
Arizona
$6.12M +$735 +4 +0%
TAM
2322
Tabor Asset Management
New York
$6.11M -$3.8M -20,695 -39%
EM
2323
ELCO Management
New York
$6.11M +$92K +501 +2%
RC
2324
RDST Capital
Washington
$6.1M +$347K +1,890 +6%
HR
2325
Hardy Reed
Mississippi
$6.1M +$5.26M +28,606 +973%