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Name Holding Trade Value Shares
Change
Change in
Stake
DEM
2301
Disciplined Equity Management
Florida
$75.8K +$74.1K +1,728 New
FFO
2302
Fortitude Family Office
Arizona
$75.7K +$74K +1,726 New
KFS
2303
Kelly Financial Services
Massachusetts
$75.6K -$16.3K -380 -18%
LA
2304
LM Advisors
California
$75.2K +$73.5K +1,714 New
SWC
2305
Spectrum Wealth Counsel
Indiana
$74.4K +$72.7K +1,697 New
WSCM
2306
Wellington Shields Capital Management
New York
$73.1K +$12.9K +300 +22%
ANBT
2307
American National Bank & Trust
Texas
$72.7K -$17.2K -402 -20%
SAI
2308
Systematic Alpha Investments
New Jersey
$72K
FWM
2309
FSA Wealth Management
Massachusetts
$72K +$70.5K +1,644 New
GCM
2310
Gables Capital Management
Florida
$71.5K
Kayne Anderson Rudnick Investment Management
2311
Kayne Anderson Rudnick Investment Management
California
$71K +$24.4K +569 +54%
ITIM
2312
Indiana Trust & Investment Management
Indiana
$69.9K
AIM
2313
Arcadia Investment Management
Michigan
$68.5K
RFS
2314
Richardson Financial Services
Massachusetts
$67.4K +$65.9K +1,538 New
BHWM
2315
Bay Harbor Wealth Management
Maryland
$67.3K -$7.84K -183 -11%
LIWM
2316
Long Island Wealth Management
New York
$67K +$65.5K +1,528 New
EC
2317
EntryPoint Capital
New York
$66.3K +$64.8K +1,512 New
HWM
2318
HighMark Wealth Management
Minnesota
$66.3K +$257 +6 +0.4%
LJHT
2319
Laurie J. Hall Trustee
$66K
KLWA
2320
Kelly Lawrence W & Associates
California
$65.8K
RWM
2321
Raffa Wealth Management
District of Columbia
$65.7K +$86 +2 +0.1%
LFA
2322
Legend Financial Advisors
Pennsylvania
$64.8K +$9.43K +220 +17%
HFS
2323
HBC Financial Services
Washington
$64K +$39K +911 +164%
RAM
2324
Riggs Asset Management
Pennsylvania
$62.7K -$3.21K -75 -5%
AFS
2325
Annapolis Financial Services
Maryland
$62K -$11.5K -269 -16%