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Name Holding Trade Value Shares
Change
Change in
Stake
CWAF
1176
Core Wealth Advisors (Florida)
Florida
$1.94M -$20.5K -92 -1%
DI
1177
Diligent Investors
California
$1.94M -$29.2K -131 -1%
BMWS
1178
Brady Martz Wealth Solutions
North Dakota
$1.94M +$1.98M +8,910 New
CFO
1179
Callan Family Office
Pennsylvania
$1.94M +$1.69M +7,589 +615%
CAM
1180
Cidel Asset Management
Ontario, Canada
$1.94M -$89.3K -401 -4%
DBIA
1181
Dumont & Blake Investment Advisors
New Jersey
$1.93M -$16.7K -75 -0.8%
FGA
1182
Fortis Group Advisors
New Jersey
$1.93M +$6.68K +30 +0.3%
B
1183
Bailard
California
$1.93M +$445 +2 +0%
AF
1184
Apexium Financial
Texas
$1.93M +$956K +4,292 +96%
MIC
1185
Meridian Investment Counsel
California
$1.93M -$223K -1,000 -10%
GWM
1186
Gitterman Wealth Management
New Jersey
$1.92M +$200K +900 +11%
SB
1187
Strategic Blueprint
Georgia
$1.92M -$40.3K -181 -2%
MPWT
1188
MassMutual Private Wealth & Trust
Connecticut
$1.92M +$56.8K +255 +3%
IPW
1189
Inlet Private Wealth
Florida
$1.92M -$134K -600 -6%
TFS
1190
Thoroughbred Financial Services
Tennessee
$1.91M -$46.8K -210 -2%
WCA
1191
Waratah Capital Advisors
Ontario, Canada
$1.91M +$1.94M +8,702 New
ACS
1192
Archford Capital Strategies
Illinois
$1.91M -$3.56K -16 -0.2%
CPRC
1193
Consolidated Portfolio Review Corp
New York
$1.91M +$1.72M +7,727 +797%
A
1194
Argentarii
Ohio
$1.91M +$1.93M +8,679 New
LIM
1195
Longfellow Investment Management
Massachusetts
$1.9M -$124K -555 -6%
IJWM
1196
Inman Jager Wealth Management
Mississippi
$1.9M +$1.92M +8,641 New
PIM
1197
Penobscot Investment Management
Massachusetts
$1.9M +$115K +515 +6%
CAAS
1198
Capital Asset Advisory Services
Michigan
$1.9M +$108K +484 +6%
CI
1199
Ceera Investments
Texas
$1.89M -$584K -2,622 -23%
CPSC
1200
Carl P. Sherr & Co
Massachusetts
$1.89M +$668 +3 +0%