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Name Holding Trade Value Shares
Change
Change in
Stake
BIM
1501
Breakwater Investment Management
Washington
$64.4K -$527 -2 -0.9%
CCC
1502
Chelsea Counsel Company
California
$64.2K -$145K -550 -71%
MIA
1503
MeadowBrook Investment Advisors
Michigan
$64.1K – – –
IAS
1504
IMA Advisory Services
Colorado
$63.4K -$263 -1 -0.4%
CAC
1505
Core Alternative Capital
Georgia
$62.7K – – –
PB
1506
Prosperity Bancshares
Texas
$62.4K -$35.8K -136 -38%
FFO
1507
Fortitude Family Office
Arizona
$62.4K -$1.58K -6 -3%
PJC
1508
Phillip James Consulting
Minnesota
$61K – – –
TFM
1509
TFC Financial Management
Massachusetts
$60.7K -$13.2K -50 -19%
AI
1510
AXS Investments
New York
$60.7K -$6.85K -26 -11%
MAM
1511
Meeder Asset Management
Ohio
$60.2K -$163K -620 -74%
BSB
1512
Bangor Savings Bank
Maine
$58.2K -$6.32K -24 -10%
MP
1513
McDonald Partners
Ohio
$57.1K +$54K +205 New
CT
1514
Coastline Trust
Rhode Island
$55.7K +$39.5K +150 +300%
KOCAA
1515
Knights of Columbus Asset Advisors
Connecticut
$55.7K -$2.56M -9,737 -98%
HWA
1516
Heritage Wealth Advisors
Virginia
$55.7K -$180K -684 -77%
CCWM
1517
Cassaday & Co Wealth Management
Virginia
$55.4K – – –
RFG
1518
REAP Financial Group
Texas
$55.4K – – –
AWM
1519
Aberdeen Wealth Management
Illinois
$55.2K +$52.1K +198 New
BGC
1520
Beutel, Goodman & Co
Ontario, Canada
$55K – – –
APFP
1521
Action Point Financial Planning
Michigan
$54.1K +$52.4K +199 New
FNWA
1522
Financial Network Wealth Advisors
Utah
$53.8K -$22.6K -86 -31%
GC
1523
Gould Capital
Washington
$52.9K +$2.63K +10 +6%
BWL
1524
Bogart Wealth LLC
Virginia
$51.7K +$3.95K +15 +9%
TFGT
1525
TS Financial Group (TSFG)
Illinois
$51K – – –