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Name Holding Trade Value Shares
Change
Change in
Stake
FSA
1151
Fort Sheridan Advisors
Illinois
$232K -$24.4K -500 -10%
1WA
1152
180 Wealth Advisors
Washington
$232K +$195K +3,989 New
TSS
1153
Two Sigma Securities
New York
$230K -$1.26M -25,790 -85%
GJIC
1154
Gamble Jones Investment Counsel
California
$230K -$24.4K -500 -10%
HCM
1155
Howland Capital Management
Massachusetts
$229K -$5.18K -106 -2%
GSB
1156
Greenfield Savings Bank
Massachusetts
$229K +$222K +4,550 New
HNWAG
1157
High Net Worth Advisory Group
Florida
$228K -$250K -5,110 -53%
KW
1158
KWB Wealth
California
$227K +$220K +4,501 New
CM
1159
Cercano Management
Washington
$227K +$220K +4,500 New
MSWM
1160
McGlone Suttner Wealth Management
Wisconsin
$225K +$218K +4,466 New
PA
1161
PSI Advisors
Florida
$225K +$24.4K +500 +13%
VFA
1162
Voya Financial Advisors
Connecticut
$224K -$9.53K -195 -4%
CRI
1163
Colonial River Investments
Virginia
$224K +$217K +4,440 New
CSC
1164
Caldwell Sutter Capital
California
$223K +$217K +4,433 New
ACM
1165
Allred Capital Management
Texas
$223K +$216K +4,428 New
Credit Agricole
1166
Credit Agricole
France
$221K +$66.6K +1,364 +45%
SWA
1167
SFMG Wealth Advisors
Texas
$220K -$72K -1,474 -25%
CT
1168
Caldwell Trust
Florida
$220K -$7.57K -155 -3%
OWA
1169
Opal Wealth Advisors
New York
$219K +$212K +4,343 New
AC
1170
Avestar Capital
New York
$219K +$212K +4,341 New
SOW
1171
State of Wyoming
Wyoming
$217K +$35.1K +719 +20%
RCWM
1172
Royal Capital Wealth Management
Indiana
$217K +$210K +4,299 New
KIG
1173
Kowal Investment Group
Wisconsin
$216K -$18.5K -378 -8%
AOWM
1174
Alpha Omega Wealth Management
Virginia
$216K +$210K +4,289 New
LIA
1175
LBMC Investment Advisors
Tennessee
$215K +$209K +4,273 New