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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
901
First Foundation Advisors
California
$224K +$2.85K +77 +1%
CBFP
902
Cedar Brook Financial Partners
Ohio
$221K +$7.32K +198 +3%
Circle Wealth Management
903
Circle Wealth Management
New Jersey
$220K -$86.8K -2,350 -26%
GWM
904
Greenhouse Wealth Management
Connecticut
$220K +$591 +16 +0.2%
HCP
905
Hexagon Capital Partners
Arkansas
$219K -$43.4K -1,175 -15%
PCM
906
Perritt Capital Management
Illinois
$219K -$13.6K -369 -5%
Ingalls & Snyder LLC
907
Ingalls & Snyder LLC
New York
$219K -$64.7K -1,750 -21%
Empowered Funds
908
Empowered Funds
Pennsylvania
$217K +$239K +6,460 New
CCFM
909
Clear Creek Financial Management
Washington
$216K -$8.65K -234 -4%
CAM
910
CenterStar Asset Management
Illinois
$216K – – –
Miracle Mile Advisors
911
Miracle Mile Advisors
California
$215K +$237K +6,400 New
IAS
912
Insigneo Advisory Services
Florida
$215K +$236K +6,389 New
Brighton Jones LLC
913
Brighton Jones LLC
Washington
$215K -$22.4K -607 -9%
Kingsview Wealth Management
914
Kingsview Wealth Management
Oregon
$214K +$235K +6,354 New
GAM
915
Grandview Asset Management
Pennsylvania
$213K -$39K -1,056 -14%
DWM
916
Dorchester Wealth Management
Quebec, Canada
$212K – – –
JHCP
917
Jackson Hole Capital Partners
Oklahoma
$212K -$10.6K -288 -4%
IAIM
918
Industrial Alliance Investment Management
Quebec, Canada
$211K – – –
Mission Wealth Management
919
Mission Wealth Management
California
$211K +$232K +6,267 New
Summit Financial
920
Summit Financial
New Jersey
$211K -$14.1K -381 -6%
CA
921
Continuum Advisory
Idaho
$209K +$230K +6,218 New
Glenview Trust
922
Glenview Trust
Kentucky
$208K +$228K +6,174 New
GSB
923
Greenfield Savings Bank
Massachusetts
$206K -$21K -569 -8%
Arkadios Wealth Advisors
924
Arkadios Wealth Advisors
Georgia
$205K -$8.28K -224 -4%
MCC
925
Money Concepts Capital
Florida
$204K +$184K +4,982 +460%