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Name Holding Trade Value Shares
Change
Change in
Stake
TSS
2651
Thomas Story & Son
Indiana
$266K – – –
AMC
2652
Asset Management Corp
Illinois
$266K +$550 +2 +0.2%
GWA
2653
GGM Wealth Advisors
Maryland
$266K +$267K +973 New
WOSD
2654
WFA of San Diego
California
$265K -$16.5K -60 -2%
HI
2655
Humankind Investments
New York
$265K +$274K +998 New
AIM
2656
Axiom Investment Management
New York
$265K +$895K +3,256 +326%
LWMM
2657
Legacy Wealth Management (Mississippi)
Mississippi
$262K -$55K -200 -17%
SPWG
2658
Sage Private Wealth Group
Illinois
$261K +$270K +982 New
CFC
2659
Coyle Financial Counsel
Illinois
$260K +$269K +980 New
PWA
2660
Physician Wealth Advisors
Utah
$258K +$251K +912 New
BA
2661
Bridge Advisory
California
$257K +$266K +969 New
PP
2662
Peconic Partners
New York
$256K – – –
CAGAS
2663
Capital Advisory Group Advisory Services
Minnesota
$256K +$6.6K +24 +3%
PC
2664
Permanens Capital
New York
$256K +$220K +800 +479%
CCM
2665
Colorado Capital Management
Colorado
$255K -$6.6K -24 -2%
AGA
2666
Arkos Global Advisors
Texas
$255K – – –
BWA
2667
Beam Wealth Advisors
Louisiana
$254K -$267K -970 -50%
VFM
2668
Vivid Financial Management
California
$254K +$45.4K +165 +21%
GCIG
2669
Grand Central Investment Group
Florida
$254K +$263K +955 New
HIC
2670
Harvey Investment Company
Kentucky
$253K -$6.05K -22 -2%
PIA
2671
Powell Investment Advisors
Florida
$253K – – –
BA
2672
Bluesphere Advisors
Pennsylvania
$253K +$262K +953 New
GWM
2673
Greenwich Wealth Management
Connecticut
$252K -$275 -1 -0.1%
CH
2674
Canton Hathaway
Rhode Island
$252K +$7.7K +28 +3%
NA
2675
Nottingham Advisors
New York
$251K +$14.8K +54 +6%