Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1301
Accurate Wealth Management
Florida
$2.69M -$563K -8,257 -17%
ARA
1302
Alexander Randolph Advisory
Virginia
$2.68M -$42.4K -622 -2%
PWPS
1303
Pinnacle Wealth Planning Services
Ohio
$2.68M +$1.18M +17,296 +79%
LFG
1304
Larson Financial Group
Missouri
$2.67M +$621K +9,112 +30%
CI
1305
Cigna Investments
Connecticut
$2.65M -$30.6K -449 -1%
SFS
1306
Stiles Financial Services
Minnesota
$2.63M -$112K -1,642 -4%
PA
1307
PFW Advisors
Georgia
$2.63M -$16.1K -236 -0.6%
AFP
1308
Ausdal Financial Partners
Iowa
$2.62M +$791K +11,601 +43%
MCM
1309
Mainstay Capital Management
Michigan
$2.62M -$2.56M -37,572 -50%
NAS
1310
Nicolet Advisory Services
Wisconsin
$2.62M +$1.5K +22 +0.1%
UFF
1311
USA Financial Formulas
Michigan
$2.62M -$517K -7,580 -17%
RAM
1312
Ramirez Asset Management
New York
$2.62M +$603K +8,842 +30%
JSW
1313
Journey Strategic Wealth
New Jersey
$2.61M +$23.5K +345 +0.9%
BAAM
1314
Baker Avenue Asset Management
California
$2.61M +$180K +2,642 +7%
LSA
1315
L & S Advisors
California
$2.6M -$420K -6,162 -14%
BSA
1316
Bull Street Advisors
Georgia
$2.6M -$1.7K -25 -0.1%
GCC
1317
Game Creek Capital
Massachusetts
$2.59M -$1.05M -15,375 -29%
MS
1318
Maven Securities
Jersey
$2.59M +$206K +3,017 +9%
TCM
1319
Tufton Capital Management
Maryland
$2.58M -$14.8K -217 -0.6%
PAM
1320
Paradigm Asset Management
New York
$2.57M – – –
CTFG
1321
Capstone Triton Financial Group
Oklahoma
$2.57M -$8.11K -119 -0.3%
GWCM
1322
Godshalk Welsh Capital Management
Pennsylvania
$2.56M -$1.7K -25 -0.1%
CIA
1323
Cascade Investment Advisors
Oregon
$2.56M -$24.1K -354 -0.9%
SC
1324
Syon Capital
California
$2.55M +$614K +9,006 +32%
PCM
1325
Palouse Capital Management
Washington
$2.55M +$13.7K +201 +0.5%