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Name Holding Trade Value Shares
Change
Change in
Stake
POIA
1176
Pin Oak Investment Advisors
Texas
$20K – – –
BWM
1177
Baystate Wealth Management
Massachusetts
$19.7K -$7.64K -42 -27%
LF
1178
Lee Financial
Texas
$19.5K +$20.9K +115 New
IAS
1179
IMA Advisory Services
Colorado
$18.5K – – –
TAM
1180
Tucker Asset Management
Colorado
$18K -$546 -3 -3%
CAL
1181
Capital Advisors Ltd
Ohio
$17K -$182 -1 -1%
CAL
1182
Capital Analysts LLC
Pennsylvania
$17K – – –
TSWM
1183
Tyler-Stone Wealth Management
Ohio
$17K – – –
SN
1184
Sittner & Nelson
Oregon
$16.9K – – –
KFP
1185
KB Financial Partners
New Jersey
$16K – – –
TFM
1186
TFC Financial Management
Massachusetts
$15.9K – – –
CCA
1187
Column Capital Advisors
Indiana
$15.8K – – –
GCM
1188
Gables Capital Management
Florida
$15.2K – – –
LFASL
1189
Lugano Financial Advisors SA (LFA)
Switzerland
$14.7K +$15.8K +87 New
CPG
1190
Cornerstone Planning Group
New Jersey
$14.2K -$9.28K -51 -38%
EIM
1191
Essex Investment Management
Massachusetts
$14.1K -$1.13M -6,215 -99%
CAS
1192
Coppell Advisory Solutions
Texas
$13.7K – – –
OIS
1193
Okabena Investment Services
Minnesota
$13.6K – – –
WIM
1194
Westside Investment Management
California
$13.6K – – –
GWSG
1195
GPS Wealth Strategies Group
Colorado
$13.2K – – –
CTWM
1196
Cherry Tree Wealth Management
Minnesota
$13K -$182 -1 -1%
Cohen & Steers
1197
Cohen & Steers
New York
$13K – – –
GKIM
1198
GW&K Investment Management
Massachusetts
$13K +$364 +2 +3%
AWM
1199
AllSquare Wealth Management
New York
$12.9K – – –
ATC
1200
Adirondack Trust Company
New York
$12.7K – – –