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Name Holding Trade Value Shares
Change
Change in
Stake
FSA
2201
Fort Sheridan Advisors
Illinois
$420K +$26.5K +200 +7%
CGA
2202
Crescent Grove Advisors
Illinois
$420K +$114K +858 +40%
GCIA
2203
Gabelli & Co Investment Advisers
New York
$419K -$4.22M -31,821 -91%
PIA
2204
Pinion Investment Advisors
Kansas
$419K -$129K -974 -25%
BMCM
2205
Bryn Mawr Capital Management
Pennsylvania
$419K +$10.1K +76 +3%
GAM
2206
Gould Asset Management
California
$418K
CWM
2207
Confluence Wealth Management
Oregon
$418K +$7.96K +60 +2%
MIG
2208
McGuire Investment Group
Rhode Island
$417K
SFWA
2209
Summit Financial Wealth Advisors
Louisiana
$415K
KWMG
2210
King Wealth Management Group
Florida
$414K +$19.9K +150 +5%
FWM
2211
Fairhaven Wealth Management
Illinois
$413K -$43K -324 -10%
AAS
2212
Annex Advisory Services
Wisconsin
$413K +$5.57K +42 +1%
RPA
2213
Rock Point Advisors
Vermont
$411K -$9.95K -75 -2%
CWM
2214
Cahaba Wealth Management
Georgia
$411K -$530 -4 -0.1%
SCI
2215
S&CO Inc
Massachusetts
$411K
BDWM
2216
Brewin Dolphin Wealth Management
Ireland
$408K +$133K +1,000 +52%
SFG
2217
StrategIQ Financial Group
Indiana
$407K -$8.62K -65 -2%
HCM
2218
HM Capital Management
Missouri
$402K +$19.4K +146 +5%
NWM
2219
Northwest Wealth Management
Iowa
$399K -$8.49K -64 -2%
SCG
2220
Sonata Capital Group
Washington
$399K +$31.4K +237 +9%
SC
2221
Scholtz & Company
Connecticut
$399K +$379K +2,857 New
SAM
2222
Security Asset Management
New York
$398K -$663 -5 -0.2%
CMTU
2223
Capital Markets Trading (UK)
United Kingdom
$398K +$378K +2,850 New
ACM
2224
AUA Capital Management
Pennsylvania
$394K
AAM
2225
Augustine Asset Management
Florida
$389K