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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1701
Atticus Wealth Management
Florida
$161K +$31.2K +495 +25%
FMP
1702
Financial Management Professionals
Texas
$152K +$135K +2,149 +1,125%
ARMC
1703
American Research & Management Company
Massachusetts
$150K – – –
Allworth Financial
1704
Allworth Financial
California
$142K -$1.34M -21,247 -91%
BWM
1705
Baystate Wealth Management
Massachusetts
$141K +$4.91K +78 +4%
Wolverine Asset Management
1706
Wolverine Asset Management
Illinois
$141K +$138K +2,184 New
HWA
1707
HHM Wealth Advisors
Tennessee
$139K +$5.79K +92 +5%
PWMG
1708
Prestige Wealth Management Group
New Jersey
$138K -$17.2K -273 -11%
TF
1709
Tompkins Financial
New York
$135K -$23.5K -373 -15%
CFFP
1710
Center for Financial Planning
Michigan
$134K -$620K -9,850 -83%
Larson Financial Group
1711
Larson Financial Group
Missouri
$131K +$34.8K +552 +38%
Arax Advisory Partners
1712
Arax Advisory Partners
Colorado
$130K – – –
FWM
1713
Focused Wealth Management
New York
$130K +$14.6K +232 +13%
C
1714
Cerebellum
California
$130K +$113K +1,793 New
SIS
1715
Sound Income Strategies
Florida
$124K -$5.48K -87 -4%
FWM
1716
Filbrandt Wealth Management
Wisconsin
$124K +$91.9K +1,460 +324%
CWAF
1717
Core Wealth Advisors (Florida)
Florida
$123K – – –
AA
1718
AlphaMark Advisors
Kentucky
$121K +$42.3K +672 +56%
RDWM
1719
Red Door Wealth Management
Tennessee
$120K +$26.3K +417 +29%
WCG
1720
Weaver Consulting Group
California
$114K +$8.75K +139 +9%
PFSC
1721
Peoples Financial Services Corp
Pennsylvania
$114K +$23.9K +380 +28%
FNBOSM
1722
First National Bank of South Miami
Florida
$113K +$1.57K +25 +1%
M
1723
Mirova
France
$111K -$2.08K -33 -2%
SFM
1724
Systematic Financial Management
New Jersey
$110K – – –
KPW
1725
Kore Private Wealth
New York
$109K -$27.6K -439 -21%