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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1401
SJS Investment Consulting
Ohio
$21.6K +$2.54K +52 +14%
PMEF
1402
Point72 Middle East FZE
United Arab Emirates
$21.2K +$20.6K +421 New
CMP
1403
Coston McIsaac & Partners
Maine
$21K +$98 +2 +0.5%
HCM
1404
Hollencrest Capital Management
California
$20.5K +$19.9K +407 New
EE
1405
EWG Elevate
California
$20.2K +$19.5K +400 New
EWM
1406
Evermay Wealth Management
Virginia
$20.1K – – –
AWM
1407
Abound Wealth Management
Tennessee
$19.9K +$1.27K +26 +7%
BWAM
1408
Boyd Watterson Asset Management
Ohio
$19.6K +$19K +389 New
PWMG
1409
Prestige Wealth Management Group
New Jersey
$19.4K -$2.35K -48 -11%
TSW
1410
Thompson Siegel & Walmsley
Virginia
$19K -$27.5K -563 -60%
MIFH
1411
Migdal Insurance & Financial Holdings
Israel
$19K +$18.4K +376 New
DJSG
1412
D.J. St. Germain
Massachusetts
$18.6K +$2.93K +60 +1%
CSPAM
1413
Cary Street Partners Asset Management
Virginia
$18K – – –
SWA
1414
SOA Wealth Advisors
New York
$17.9K +$49 +1 +0.3%
WA
1415
Win Advisors
Florida
$17.1K +$1.76K +36 +12%
AWM
1416
AllSquare Wealth Management
New York
$17K – – –
FCT
1417
First Community Trust
Iowa
$17K – – –
VNA
1418
Valley National Advisers
Pennsylvania
$17K +$49 +1 +0.3%
MWM
1419
MinichMacGregor Wealth Management
New York
$16.7K +$16.2K +331 New
NIC
1420
Northwest Investment Counselors
Oregon
$16.6K +$147 +3 +0.9%
ACM
1421
Antonetti Capital Management
Florida
$16.3K -$14.7K -300 -48%
PAI
1422
Pittenger & Anderson Inc
Nebraska
$16K – – –
AW
1423
Avion Wealth
Texas
$16K – – –
Fuller & Thaler Asset Management
1424
Fuller & Thaler Asset Management
California
$16K +$15.9K +325 New
RWM
1425
Raffa Wealth Management
District of Columbia
$15.3K – – –