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Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
2051
Annis Gardner Whiting Capital Advisors
Florida
$617K +$31.3K +298 +6%
TWP
2052
Tyche Wealth Partners
Texas
$615K -$17.9K -170 -3%
HWM
2053
Hemington Wealth Management
Virginia
$614K -$13.4K -128 -2%
SI
2054
Seeds Investor
New York
$612K -$8.82K -84 -2%
AOWM
2055
Alpha Omega Wealth Management
Virginia
$609K -$883K -8,402 -61%
GSEP
2056
Golden State Equity Partners
California
$609K -$88.5K -842 -13%
LA
2057
LVW Advisors
New York
$609K +$73.5K +700 +15%
LCG
2058
Lakeshore Capital Group
Illinois
$609K +$574K +5,466 New
SIA
2059
SeaBridge Investment Advisors
New Jersey
$609K +$295K +2,810 +106%
AL
2060
Arnhold LLC
New York
$608K
KSWWM
2061
Keyes Stange & Wooten Wealth Management
Florida
$607K +$90K +857 +19%
MAWCM
2062
Mine & Arao Wealth Creation & Management
California
$606K -$31.4K -299 -5%
ZCI
2063
Zevenbergen Capital Investments
Washington
$606K -$78.4K -746 -12%
HVIA
2064
Hudson Valley Investment Advisors
New York
$603K -$252K -2,399 -31%
SOW
2065
State of Wyoming
Wyoming
$603K +$464K +4,418 +444%
PGWM
2066
Parisi Gray Wealth Management
New Jersey
$601K -$68.2K -649 -11%
BCFD
2067
Boit C.F. David
$601K
BFG
2068
Beacon Financial Group
Texas
$599K -$11.6K -110 -2%
HCM
2069
Howland Capital Management
Massachusetts
$598K -$46.6K -444 -8%
NCM
2070
Neumann Capital Management
California
$597K
MCWS
2071
McKinley Carter Wealth Services
West Virginia
$594K
GJIA
2072
Glass Jacobson Investment Advisors
Maryland
$594K +$3.57K +34 +0.6%
RFA
2073
Resurgent Financial Advisors
Georgia
$592K +$12.8K +122 +2%
MC
2074
Mathes Company
New York
$591K
DIM
2075
Delta Investment Management
California
$591K -$17.4K -166 -3%