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Name Holding Trade Value Shares
Change
Change in
Stake
JT
2401
Jump Trading
Illinois
$231K +$239K +1,057 New
MC
2402
Mathes Company
New York
$229K
CWM
2403
Cordatus Wealth Management
Pennsylvania
$229K +$237K +1,047 New
SWA
2404
Stratos Wealth Advisors
Ohio
$228K -$1.05M -4,658 -82%
CCM
2405
Colorado Capital Management
Colorado
$228K
CMANY
2406
Capital Management Associates (New York)
New York
$227K +$236K +1,040 New
LD
2407
Lipe & Dalton
New York
$226K
JPLA
2408
Joseph P. Lucia & Associates
New York
$225K +$5.66K +25 +2%
MW
2409
Marcum Wealth
Ohio
$225K +$233K +1,029 New
SL
2410
Summitry LLC
California
$224K -$22.6K -100 -9%
W
2411
WealthOne
New York
$224K +$29.7K +131 +15%
VFM
2412
Vivid Financial Management
California
$224K +$214K +943 New
RCAMU
2413
Rothschild & Co Asset Management US
Connecticut
$223K -$55.5K -245 -19%
GC
2414
Garde Capital
Washington
$223K -$48.9K -216 -17%
HIC
2415
Harvey Investment Company
Kentucky
$222K
PCM
2416
Princeton Capital Management
New Jersey
$222K
LFA
2417
Lighthouse Financial Advisors
Maryland
$222K +$231K +1,020 New
PCS
2418
Personal CFO Solutions
New Jersey
$221K -$8.15K -36 -3%
BL
2419
Balentine LLC
Georgia
$221K +$82.7K +365 +57%
CCP
2420
Cardan Capital Partners
Colorado
$220K -$2.49K -11 -1%
POIA
2421
Pin Oak Investment Advisors
Texas
$219K
SA
2422
Sicart Associates
New York
$218K -$113K -500 -33%
JGUA
2423
John G. Ullman & Associates
New York
$218K
TSS
2424
Thomas Story & Son
Indiana
$218K
EFL
2425
ERn Financial LLC
Wisconsin
$218K +$4.76K +21 +2%