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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
1001
Perennial Investment Advisors
California
$199K +$179K +2,862 New
AA
1002
Addison Advisors
Vermont
$197K +$1.5K +24 +0.9%
AF
1003
Advisornet Financial
Minnesota
$196K +$937 +15 +0.5%
MIM
1004
MTM Investment Management
South Carolina
$192K
SS
1005
Sunbelt Securities
Texas
$189K +$125 +2 +0.1%
KA
1006
Kozak & Associates
Colorado
$189K
PL
1007
PeakShares LLC
Florida
$181K +$163K +2,615 New
FP
1008
Financial Perspectives
Minnesota
$180K
WWA
1009
Wealth Watch Advisors
Colorado
$176K +$25.9K +415 +20%
AWM
1010
Activest Wealth Management
Florida
$175K +$143K +2,287 +1,003%
ACA
1011
Atlas Capital Advisors
Wyoming
$174K +$157K +2,509 New
SA
1012
Strategic Advocates
Utah
$170K
SWA
1013
SOA Wealth Advisors
New York
$167K
QC
1014
Quent Capital
New York
$162K +$6.43K +103 +5%
OAM
1015
Ostrum Asset Management
France
$158K -$47.1K -754 -25%
MHR
1016
Matthew Hamilton Rosenberg
$156K
WSC
1017
Wellington Shields & Co
New York
$155K
GCM
1018
Gables Capital Management
Florida
$154K
WTC
1019
WhitTier Trust Company
Nevada
$154K +$125K +2,000 +1,550%
SFI
1020
Siemens Fonds Invest
Germany
$152K
CH
1021
Cromwell Holdings
Wyoming
$151K
WIM
1022
Westside Investment Management
California
$149K
MA
1023
Montag & Associates
Georgia
$149K +$11.6K +185 +9%
FHA
1024
Flagship Harbor Advisors
Massachusetts
$144K +$130K +2,074 New
SWM
1025
SHP Wealth Management
Massachusetts
$141K +$127K +2,030 New