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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
3026
Total Investment Management
Arizona
$496K -$8.93K -48 -2%
GWM
3027
Greenwich Wealth Management
Connecticut
$495K -$28.3K -152 -5%
EAM
3028
Eukles Asset Management
Ohio
$494K -$5.58K -30 -1%
RFA
3029
Reyes Financial Architecture
California
$494K -$558 -3 -0.1%
MA
3030
MW Advisory
Georgia
$493K +$554K +2,977 New
JE
3031
JMAC Enterprises
Pennsylvania
$493K
CWM
3032
Cabot Wealth Management
Massachusetts
$492K
HC
3033
Hara Capital
Washington
$492K
DI
3034
DDFG Inc
California
$491K +$285K +1,529 +106%
Kayne Anderson Rudnick Investment Management
3035
Kayne Anderson Rudnick Investment Management
California
$491K -$3.35K -18 -0.6%
CWMP
3036
Clarion Wealth Managment Partners
Virginia
$489K -$75.4K -405 -12%
VFM
3037
Vision Financial Markets
Connecticut
$489K +$19.2K +103 +4%
CIM
3038
Capital Investment Management
Missouri
$489K +$745 +4 +0.1%
AA
3039
Aufman Associates
Pennsylvania
$489K -$8.93K -48 -2%
WSFG
3040
Wall Street Financial Group
Illinois
$488K -$41.1K -221 -7%
JRPIM
3041
Journey Retirement Planning & Investment Management
Idaho
$488K +$84.7K +455 +18%
CFG
3042
Compton Financial Group
Maryland
$488K
GAB
3043
German American Bancorp
Indiana
$488K -$79.8K -429 -13%
CH
3044
Canton Hathaway
Rhode Island
$487K
VH
3045
Visionary Horizons
Tennessee
$486K +$19.7K +106 +4%
FWM
3046
Focused Wealth Management
New York
$485K +$125K +673 +30%
SAM
3047
Sompo Asset Management
Japan
$485K +$20.5K +110 +4%
YIM
3048
Yoffe Investment Management
Pennsylvania
$485K
WFP
3049
Worthington Financial Partners
Ohio
$485K -$15.6K -84 -3%
AWM
3050
Ameliora Wealth Management
Switzerland
$485K