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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1301
Chemistry Wealth Management
New York
$377K +$104K +132 +51%
RP
1302
Riverwater Partners
Wisconsin
$376K +$305K +388 New
DWAM
1303
Duncan Williams Asset Management
Tennessee
$371K +$16.5K +21 +6%
CWM
1304
Centric Wealth Management
Illinois
$370K – – –
JWM
1305
Jacksonville Wealth Management
Florida
$369K +$98.3K +125 +49%
WE
1306
Wealth Effects
Massachusetts
$368K -$39.3K -50 -12%
AIP
1307
ARS Investment Partners
New York
$368K -$102K -130 -25%
BWA
1308
Bestgate Wealth Advisors
Maryland
$367K +$24.4K +31 +9%
WFA
1309
Wellspring Financial Advisors
Ohio
$367K +$53.5K +68 +22%
S
1310
ShariaPortfolio
Florida
$366K -$7.08K -9 -2%
QCIG
1311
Quad-Cities Investment Group
Iowa
$365K -$9.43K -12 -3%
MWM
1312
Mindset Wealth Management
Indiana
$365K +$296K +377 New
LIM
1313
Letson Investment Management
Georgia
$364K – – –
SIG
1314
Sky Investment Group
Connecticut
$364K +$11.8K +15 +4%
GDP
1315
Great Diamond Partners
Maine
$363K -$9.43K -12 -3%
CLOS
1316
Compagnie Lombard Odier SCmA
Switzerland
$362K +$294K +374 New
SS
1317
Sunbelt Securities
Texas
$359K +$211K +268 +260%
BAM
1318
BOS Asset Management
Illinois
$356K +$289K +368 New
HWA
1319
HCR Wealth Advisors
California
$355K +$786 +1 +0.3%
FWP
1320
Falcon Wealth Planning
California
$355K -$28.3K -36 -9%
BWM
1321
Baron Wealth Management
Michigan
$355K -$13.4K -17 -4%
PWP
1322
Phillips Wealth Planners
Mississippi
$355K -$7.86K -10 -3%
EPAM
1323
Euro Pacific Asset Management
Puerto Rico
$354K +$344K +438 New
AAM
1324
Aureus Asset Management
Massachusetts
$353K -$57.4K -73 -17%
KC
1325
Knuff & Co
California
$351K +$246K +313 +626%