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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1126
Crew Capital Management
Ohio
$435K – – –
WIM
1127
WealthPlan Investment Management
Nebraska
$434K -$190K -831 -32%
MFA
1128
Mayflower Financial Advisors
Massachusetts
$431K +$12.6K +55 +3%
PWM
1129
PRW Wealth Management
Massachusetts
$428K +$1.14K +5 +0.3%
AWM
1130
Aberdeen Wealth Management
Illinois
$427K – – –
GAM
1131
Garrison Asset Management
Arkansas
$427K – – –
BAM
1132
Berkshire Asset Management
Pennsylvania
$426K -$7.09K -31 -2%
HI
1133
Horizon Investments
North Carolina
$425K +$46.7K +204 +13%
AWE
1134
Avidian Wealth Enterprises
Texas
$425K -$237K -1,036 -38%
CWP
1135
Concord Wealth Partners
Virginia
$423K +$189K +828 +94%
LB
1136
Leo Brokerage
Texas
$422K +$390K +1,703 New
MJRIC
1137
Mogy Joel R Investment Counsel
California
$421K – – –
PWM
1138
Palumbo Wealth Management
New York
$419K -$229 -1 -0.1%
PIM
1139
Profit Investment Management
Maryland
$417K – – –
ALAM
1140
Asahi Life Asset Management
Japan
$414K -$27.5K -120 -7%
SWM
1141
Spire Wealth Management
Virginia
$414K -$67.3K -294 -15%
TPW
1142
Transatlantique Private Wealth
New York
$412K -$50.1K -219 -12%
RCM
1143
RB Capital Management
Nevada
$411K -$85.4K -373 -18%
JIC
1144
Joel Isaacson & Co
New York
$411K +$229 +1 +0.1%
FA
1145
Fortis Advisors
Pennsylvania
$409K -$145K -632 -28%
GA
1146
Geller Advisors
New York
$406K +$373K +1,630 New
FSA
1147
Fort Sheridan Advisors
Illinois
$406K – – –
GC
1148
Garde Capital
Washington
$405K – – –
OLVIG
1149
Oliver Lagore Vanvalin Investment Group
Michigan
$403K +$53.3K +233 +17%
CAG
1150
Csenge Advisory Group
Florida
$402K +$46.9K +205 +14%