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Name Holding Trade Value Shares
Change
Change in
Stake
RHP
1526
Royal Harbor Partners
Texas
$752K +$1.03M +10,382 New
PTP
1527
Platform Technology Partners
New York
$751K +$369K +3,735 +56%
GIA
1528
Gladstone Institutional Advisory
Florida
$751K +$669K +6,767 +188%
ADBIC
1529
A.D. Beadell Investment Counsel
Wisconsin
$749K -$7.41K -75 -0.7%
GAMC
1530
Garner Asset Management Corp
Texas
$748K -$154K -1,562 -13%
JFGLC
1531
Johnson Financial Group LLC (Colorado)
Colorado
$745K -$1.48K -15 -0.1%
SIAP
1532
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$745K +$757K +7,657 +291%
DAM
1533
Delta Asset Management
Tennessee
$744K -$28.6K -289 -3%
JWA
1534
JFS Wealth Advisors
Pennsylvania
$742K +$59.6K +603 +6%
CC
1535
Chicago Capital
Illinois
$741K -$274K -2,775 -21%
PGWM
1536
Parisi Gray Wealth Management
New Jersey
$741K -$5.93K -60 -0.6%
MIM
1537
Miller Investment Management
Pennsylvania
$741K
CA
1538
CastleArk Alternatives
Illinois
$737K -$11.5M -116,340 -92%
C
1539
Certuity
Florida
$737K +$475K +4,810 +90%
PL
1540
Plancorp LLC
Missouri
$735K -$33K -334 -3%
TAIM
1541
TD Ameritrade Investment Management
Nebraska
$733K -$264K -2,673 -21%
BFC
1542
Bedel Financial Consulting
Indiana
$732K -$5.24K -53 -0.5%
MC
1543
MRJ Capital
New York
$730K -$553K -5,600 -36%
LTI
1544
Laffer Tengler Investments
Tennessee
$728K +$144K +1,458 +17%
MCM
1545
Manchester Capital Management
Vermont
$728K +$48.8K +494 +5%
MIM
1546
Marco Investment Management
Georgia
$725K -$14.8K -150 -1%
BWP
1547
Bernardo Wealth Planning
Pennsylvania
$723K -$29.3K -297 -3%
SFM
1548
Signet Financial Management
New Jersey
$723K -$10.7K -108 -1%
FCM
1549
Firestone Capital Management
Florida
$722K +$10.7K +108 +1%
LSPW
1550
Lake Street Private Wealth
Illinois
$720K -$395 -4 -0%