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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
2401
GSB Wealth Management
Connecticut
$239K +$204K +930 New
AC
2402
Avenir Corporation
Virginia
$238K +$203K +925 New
RIM
2403
Redwood Investment Management
Arizona
$238K -$122K -557 -38%
Legacy Financial Group (Iowa)
2404
Legacy Financial Group (Iowa)
Iowa
$238K +$203K +924 New
S
2405
Steadtrust
Texas
$238K +$203K +923 New
MPIA
2406
Milestones Private Investment Advisors
New York
$238K +$203K +923 New
JHC
2407
J. Hagan Capital
Kentucky
$237K +$198K +903 New
POIA
2408
Pin Oak Investment Advisors
Texas
$237K -$27.6K -126 -10%
SIG
2409
Sky Investment Group
Connecticut
$237K +$202K +920 New
CFG
2410
Carter Financial Group
Illinois
$237K +$202K +919 New
SL
2411
Sentinus LLC
Illinois
$236K +$201K +917 New
PFA
2412
Pettinga Financial Advisors
Indiana
$236K +$201K +916 New
OA
2413
Oxbow Advisors
Texas
$235K +$201K +914 New
IAG
2414
Investment Advisory Group
Massachusetts
$235K +$200K +913 New
BWM
2415
Baron Wealth Management
Michigan
$235K -$52.2K -238 -21%
IA
2416
Insight Advisors
Pennsylvania
$234K +$200K +911 New
CWP
2417
CFM Wealth Partners
Texas
$234K -$43.9K -200 -18%
WPA
2418
West Paces Advisors
Georgia
$234K – – –
SAM
2419
Summit Asset Management
Tennessee
$234K +$200K +910 New
WAM
2420
WFA Asset Management
Wisconsin
$234K -$77.9K -355 -19%
Catalyst Capital Advisors
2421
Catalyst Capital Advisors
New York
$233K -$32K -146 -14%
LSWP
2422
Liberty Square Wealth Partners
Pennsylvania
$233K +$199K +905 New
VRM
2423
Vectors Research Management
New York
$233K +$198K +904 New
DWM
2424
Daner Wealth Management
Georgia
$233K +$183K +832 New
WSFG
2425
Wall Street Financial Group
Illinois
$232K +$198K +902 New