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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
776
Aspen Investment Management
Michigan
$263K
HIIFS
777
Harel Insurance Investments & Financial Services
Israel
$261K -$587K -13,199 -69%
EA
778
Emerald Advisers
Pennsylvania
$260K +$268K +6,024 New
RMDI
779
R.M. Davis Inc
Maine
$259K
AFG
780
Atomi Financial Group
New York
$257K +$265K +5,967 New
MPWT
781
MassMutual Private Wealth & Trust
Connecticut
$256K +$6.22K +140 +2%
HCM
782
Howland Capital Management
Massachusetts
$255K
STA
783
Summit Trail Advisors
New York
$252K +$10.4K +233 +4%
MPCG
784
Matrix Private Capital Group
New York
$251K
GRP
785
Global Retirement Partners
California
$249K -$1.42K -32 -0.6%
Parallax Volatility Advisers
786
Parallax Volatility Advisers
California
$247K +$108K +2,440 +74%
LNC
787
Lincoln National Corp
Pennsylvania
$245K -$6.85K -154 -3%
KWM
788
Kolinsky Wealth Management
New Jersey
$245K -$10.5K -236 -4%
1IA
789
1834 Investment Advisors
Wisconsin
$244K -$85K -1,913 -25%
BFO
790
Boston Family Office
Massachusetts
$244K
GCMG
791
Gyroscope Capital Management Group
Florida
$244K +$251K +5,652 New
Koshinski Asset Management
792
Koshinski Asset Management
Illinois
$243K +$8.49K +191 +4%
AIM
793
Acropolis Investment Management
Missouri
$242K +$250K +5,626 New
KIG
794
Kowal Investment Group
Wisconsin
$240K +$51.9K +1,168 +27%
RWM
795
RBA Wealth Management
California
$239K
GDP
796
Great Diamond Partners
Maine
$238K
AFT
797
Alpha Family Trust
California
$237K
MS
798
Maven Securities
Jersey
$236K +$244K +5,484 New
AAS
799
Avantax Advisory Services
Texas
$233K +$240K +5,402 New
FFM
800
Forum Financial Management
Illinois
$232K -$2.13K -48 -0.9%