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Name Holding Trade Value Shares
Change
Change in
Stake
RFWA
951
RPg Family Wealth Advisory
Massachusetts
$132K – – –
BWP
952
Baldwin Wealth Partners
Massachusetts
$127K – – –
AIM
953
AIA Investment Management
Singapore
$124K – – –
AF
954
Allworth Financial
California
$124K +$6.07K +20 +5%
LWM
955
Lenox Wealth Management
Ohio
$124K +$26.1K +86 +28%
SIM
956
Sonora Investment Management
Arizona
$123K – – –
SQA
957
Simon Quick Advisors
New Jersey
$123K +$4.55K +15 +4%
PCG
958
Private Capital Group
Connecticut
$121K -$20.3K -67 -15%
ICM
959
Islay Capital Management
Texas
$121K +$18.8K +62 +19%
CHC
960
City Holding Co
West Virginia
$119K +$22.8K +75 +25%
OIA
961
Optimum Investment Advisors
Illinois
$117K – – –
CWP
962
CFM Wealth Partners
Texas
$116K – – –
PMFA
963
Plante Moran Financial Advisors
Michigan
$116K +$25.5K +84 +30%
MHR
964
Matthew Hamilton Rosenberg
$115K +$110K +363 New
CAM
965
CenterStar Asset Management
Illinois
$112K – – –
FWM
966
FSA Wealth Management
Massachusetts
$111K – – –
PCTC
967
Perkins Coie Trust Company
Washington
$111K – – –
GSWM
968
Golden State Wealth Management
California
$99K +$95K +313 New
NIT
969
NumerixS Investment Technologies
British Columbia, Canada
$95K -$3.83M -12,621 -98%
HPC
970
HM Payson & Co
Maine
$95K -$19.7K -65 -18%
CFGS
971
Concourse Financial Group Securities
Alabama
$90K -$7.28K -24 -8%
IUHSA
972
Itau Unibanco Holding S.A.
Brazil
$89K -$156K -514 -65%
WCG
973
Weaver Consulting Group
California
$89K +$54K +178 +171%
DI
974
Disciplined Investments
Oklahoma
$88K -$2.73K -9 -3%
CA
975
Clearstead Advisors
Ohio
$85K +$81.9K +270 New