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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1451
GSB Wealth Management
Connecticut
$232K -$75.6K -288 -26%
SS
1452
Sunbelt Securities
Texas
$232K -$24.9K -95 -11%
PCM
1453
Polymer Capital Management
New York
$232K -$275K -1,047 -57%
HWA
1454
Heartwood Wealth Advisors
Virginia
$231K -$146K -555 -41%
AWM
1455
Avondale Wealth Management
Texas
$231K +$210K +800 New
CM
1456
CastleKnight Management
New York
$231K +$210K +800 New
ITIM
1457
Indiana Trust & Investment Management
Indiana
$230K – – –
AHC
1458
Anderson Hoagland & Co
Missouri
$230K +$209K +796 New
WG
1459
Welch Group
Alabama
$229K +$208K +793 New
AFO
1460
Arrowroot Family Office
California
$228K +$208K +791 New
TVPW
1461
Third View Private Wealth
Connecticut
$228K +$207K +788 New
ES
1462
Eagle Strategies
New York
$227K +$206K +786 New
AHL
1463
Abel Hall LLC
Louisiana
$227K +$206K +786 New
BB
1464
Bell Bank
North Dakota
$227K +$206K +786 New
FWP
1465
Family Wealth Partners
North Carolina
$227K +$206K +786 New
SB
1466
Strategic Blueprint
Georgia
$226K -$786K -2,991 -79%
CAC
1467
Certified Advisory Corp
Florida
$226K +$205K +781 New
FFL
1468
Financial Freedom LLC
Ohio
$225K +$788 +3 +0.4%
BAM
1469
BOS Asset Management
Illinois
$225K +$205K +780 New
AOWM
1470
Asset One Wealth Management
Washington
$225K +$176K +671 New
CA
1471
Claro Advisors
Massachusetts
$225K +$205K +779 New
SP
1472
Saranac Partners
$225K – – –
CPIA
1473
Cornell Pochily Investment Advisors
New York
$225K +$204K +778 New
SEIA
1474
Signature Estate & Investment Advisors
California
$225K +$204K +777 New
CA
1475
Crewe Advisors
Utah
$224K +$788 +3 +0.4%