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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1026
Westside Investment Management
California
$241K
GCM
1027
Gables Capital Management
Florida
$241K -$110K -8,500 -30%
KWM
1028
Keebeck Wealth Management
Illinois
$240K -$325K -25,000 -56%
MLFP
1029
MPS Loria Financial Planners
Illinois
$240K -$33.6K -2,588 -12%
AIS
1030
AM Investment Strategies
Tennessee
$239K +$818 +63 +0.3%
SCA
1031
Stonebridge Capital Advisors
Minnesota
$238K -$22.1K -1,704 -8%
FFP
1032
FourThought Financial Partners
Florida
$238K +$24.5K +1,890 +11%
6F
1033
626 Financial
Michigan
$236K
DGAM
1034
Desjardins Global Asset Management
Quebec, Canada
$236K -$219K -16,885 -47%
C
1035
CEDRUS
Colorado
$236K +$44.8K +3,454 +22%
GEA
1036
Glen Eagle Advisors
New Jersey
$235K -$6.39K -492 -3%
BFAG
1037
Blackston Financial Advisory Group
Florida
$235K +$93.6K +7,206 +61%
TF
1038
Tompkins Financial
New York
$235K -$1.04K -80 -0.4%
VF
1039
Virtu Financial
New York
$234K +$245K +18,844 New
FIM
1040
Freedom Investment Management
Connecticut
$233K -$84.7K -6,526 -26%
WIS
1041
Wright Investors Service
Connecticut
$233K -$296K -22,784 -55%
SIC
1042
Salem Investment Counselors
North Carolina
$232K -$20.4K -1,573 -8%
CFD
1043
Creative Financial Designs
Indiana
$232K -$42.4K -3,267 -15%
DWM
1044
Dakota Wealth Management
Florida
$231K +$108K +8,302 +81%
ARG
1045
Advisory Resource Group
Oklahoma
$231K +$39 +3 +0%
DFG
1046
Delta Financial Group
New Jersey
$230K +$240K +18,514 New
GFG
1047
Goldstone Financial Group
Illinois
$230K -$9.27K -714 -4%
BIA
1048
Bigelow Investment Advisors
Maine
$229K +$8.02K +618 +3%
WMA
1049
Wealth Management Associates
New Jersey
$229K -$1.23K -95 -0.5%
LCM
1050
Liberty Capital Management
Michigan
$228K