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Name Holding Trade Value Shares
Change
Change in
Stake
GAMA
1851
Graticule Asia Macro Advisors
New York
$293K +$18.7K +100 +7%
TWM
1852
Titus Wealth Management
California
$293K +$280K +1,500 New
CW
1853
CreativeOne Wealth
Kansas
$293K +$281K +1,504 New
MLFP
1854
MPS Loria Financial Planners
Illinois
$292K +$934 +5 +0.3%
CCA
1855
Conservest Capital Advisors
Pennsylvania
$291K +$374 +2 +0.1%
FFWA
1856
FRG Family Wealth Advisors
Washington
$291K +$3.92K +21 +1%
IRC
1857
Investors Research Corp
Georgia
$291K +$7.47K +40 +3%
DC
1858
Derby & Company
Massachusetts
$290K -$84.1K -450 -23%
JIP
1859
Jaffetilchin Investment Partners
Florida
$289K +$1.31K +7 +0.5%
CL
1860
CIM LLC
New York
$288K -$88.2K -472 -24%
IWA
1861
Inspirion Wealth Advisors
Illinois
$288K – – –
WCM
1862
Weatherstone Capital Management
Colorado
$287K -$17.2K -92 -6%
BBWA
1863
Bell & Brown Wealth Advisors
California
$287K -$9.34K -50 -3%
MA
1864
MANA Advisors
New York
$286K -$5.98K -32 -2%
CASB
1865
Cape Ann Savings Bank
Massachusetts
$284K +$262K +1,400 New
WC
1866
Weil Company
California
$283K -$10.5K -56 -4%
OMC
1867
Overbrook Management Corp
New York
$283K – – –
RCG
1868
Ruggie Capital Group
Florida
$282K – – –
SDJVC
1869
St. Denis J. Villere & Co
Louisiana
$282K – – –
PD
1870
Planning Directions
Pennsylvania
$282K +$934 +5 +0.3%
MC
1871
Matisse Capital
Oregon
$279K – – –
RRWA
1872
Rainey & Randall Wealth Advisors
Florida
$279K +$747 +4 +0.3%
FRA
1873
Front Row Advisors
California
$278K +$4.11K +22 +2%
LRIA
1874
Leonard Rickey Investment Advisors
Washington
$277K -$30.4K -163 -10%
SIC
1875
Sigma Investment Counselors
Michigan
$277K +$34.4K +184 +15%