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Name Holding Trade Value Shares
Change
Change in
Stake
TWA
851
TCI Wealth Advisors
Arizona
$309K +$2.55K +11 +0.8%
MIM
852
Morningstar Investment Management
Illinois
$308K +$319K +1,372 New
FFM
853
Forum Financial Management
Illinois
$304K +$696 +3 +0.2%
AT
854
American Trust
Kentucky
$301K -$18.6K -80 -6%
CIA
855
Capital Investment Advisors
Georgia
$300K +$81K +349 +35%
BIG
856
Brooklyn Investment Group
New York
$300K +$7.89K +34 +3%
BFM
857
Boothbay Fund Management
New York
$298K +$35.8K +154 +13%
GWM
858
Gitterman Wealth Management
New Jersey
$297K -$8.13K -35 -3%
SGI
859
Summit Global Investments
Utah
$297K +$307K +1,321 New
BFS
860
Burr Financial Services
California
$296K
EWA
861
ERTS Wealth Advisors
Michigan
$296K +$1.39K +6 +0.5%
BWP
862
Barlow Wealth Partners
Kentucky
$294K
UW
863
Unique Wealth
Florida
$291K +$4.88K +21 +2%
SI
864
Seeds Investor
New York
$291K +$10.2K +44 +4%
SPWM
865
Schrum Private Wealth Management
Florida
$290K +$299K +1,288 New
PPWP
866
Premier Path Wealth Partners
New Jersey
$289K -$696 -3 -0.2%
FCI
867
Financial Counselors Inc
Kansas
$289K +$50.1K +216 +20%
PL
868
Plancorp LLC
Missouri
$287K -$464 -2 -0.2%
CAMG
869
CWA Asset Management Group
Florida
$285K +$293K +1,264 New
MAM
870
McLean Asset Management
Virginia
$284K +$464 +2 +0.2%
MPM
871
MBB Public Markets
Illinois
$284K -$2.64M -11,388 -90%
CA
872
Claro Advisors
Massachusetts
$282K +$232 +1 +0.1%
CB
873
Cadence Bank
Mississippi
$281K
PP
874
PDS Planning
Ohio
$281K +$42.5K +183 +17%
NI
875
NDVR Inc
Massachusetts
$280K +$3.71K +16 +1%