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Name Holding Trade Value Shares
Change
Change in
Stake
WI
1301
WrapManager Inc
California
$240K +$5.77K +6 +3%
LWM
1302
Laidlaw Wealth Management
New York
$240K +$226K +235 New
WCM
1303
Weaver Capital Management
Georgia
$239K +$6.73K +7 +3%
AWM
1304
Alterna Wealth Management
Texas
$239K +$225K +234 New
PGWM
1305
Parisi Gray Wealth Management
New Jersey
$239K +$225K +234 New
BAMG
1306
Brand Asset Management Group
Missouri
$237K +$1.92K +2 +0.9%
OBWG
1307
Onyx Bridge Wealth Group
New York
$236K +$222K +231 New
EFG
1308
Everhart Financial Group
Ohio
$235K +$7.69K +8 +4%
AA
1309
Ancora Advisors
Ohio
$235K +$9.61K +10 +5%
MCM
1310
Mengis Capital Management
Oregon
$235K -$279K -290 -56%
SCM
1311
Stonebridge Capital Management
California
$235K
TWP
1312
Tyche Wealth Partners
Texas
$232K
CWA
1313
Canvas Wealth Advisors
Kansas
$231K +$259K +269 New
NCM
1314
Novare Capital Management
North Carolina
$230K -$6.73K -7 -3%
GHAM
1315
Gilman Hill Asset Management
Connecticut
$230K -$24K -25 -10%
CCA
1316
Cottonwood Capital Advisors
Utah
$230K -$961 -1 -0.5%
ZIMP
1317
Zimmermann Investment Management & Planning
Pennsylvania
$229K +$13.5K +14 +7%
TCM
1318
Tanaka Capital Management
New York
$229K
AIC
1319
Aurora Investment Counsel
Georgia
$228K -$1.47M -1,531 -87%
PA
1320
PFW Advisors
Georgia
$228K -$44.2K -46 -17%
CFP
1321
Cascade Financial Partners
California
$228K +$213K +222 New
EIM
1322
Ervin Investment Management
Washington
$227K +$213K +222 New
BFM
1323
Boston Financial Management
Massachusetts
$226K +$1.92K +2 +0.9%
HIIFS
1324
Harel Insurance Investments & Financial Services
Israel
$226K -$28.8K -30 -12%
FFG
1325
Fiduciary Financial Group
California
$225K +$203K +211 New