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Name Holding Trade Value Shares
Change
Change in
Stake
WSCM
2176
Wellington Shields Capital Management
New York
$448K – – –
C1AG
2177
Client 1st Advisory Group
Florida
$448K +$5.95K +54 +1%
SCM
2178
Spreng Capital Management
Ohio
$448K -$20.7K -188 -5%
ACM
2179
Arcataur Capital Management
Wisconsin
$447K – – –
WIM
2180
Wittenberg Investment Management
Massachusetts
$447K -$5.51K -50 -1%
TWM
2181
Thrive Wealth Management
Pennsylvania
$446K -$33.5K -304 -7%
CFFP
2182
Center for Financial Planning
Michigan
$445K +$551 +5 +0.1%
RC
2183
Rahlfs Capital
Texas
$444K – – –
GWM
2184
Goldenstone Wealth Management
California
$443K +$429K +3,892 New
FWP
2185
Falcon Wealth Planning
California
$442K +$47.6K +432 +13%
WAM
2186
Watershed Asset Management
California
$441K +$427K +3,880 New
SFP
2187
Shepherd Financial Partners
Massachusetts
$441K -$14.1K -128 -3%
CFO
2188
Cambient Family Office
Michigan
$441K +$424K +3,851 New
NA
2189
Navellier & Associates
Nevada
$441K – – –
KMWM
2190
Keudell/Morrison Wealth Management
Oregon
$440K +$426K +3,866 New
CCA
2191
Corps Capital Advisors
Texas
$438K +$146K +1,326 +52%
GWM
2192
Greenwich Wealth Management
Connecticut
$438K – – –
RDWM
2193
Red Door Wealth Management
Tennessee
$436K +$9.03K +82 +2%
AAG
2194
Armstrong Advisory Group
Massachusetts
$435K -$5.51K -50 -1%
CL
2195
CVFG LLC
Indiana
$435K +$19.7K +179 +5%
BHCM
2196
Brevan Howard Capital Management
Jersey
$434K +$420K +3,815 New
OWA
2197
One Wealth Advisors
California
$434K -$42.8K -389 -9%
CIG
2198
Cairn Investment Group
Washington
$433K – – –
RPWA
2199
Regent Peak Wealth Advisors
Georgia
$433K +$8.59K +78 +2%
FFC
2200
First Financial Corp
Indiana
$432K – – –