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Name Holding Trade Value Shares
Change
Change in
Stake
BFM
1501
Boston Financial Management
Massachusetts
$538K -$4.96K -38 -0.9%
SWIM
1502
Smallwood Wealth Investment Management
New Jersey
$538K +$17.6K +135 +3%
HWA
1503
Heartwood Wealth Advisors
Virginia
$538K +$157K +1,203 +41%
IGWM
1504
ICA Group Wealth Management
Colorado
$537K +$490K +3,758 New
Tudor Investment Corp
1505
Tudor Investment Corp
Connecticut
$536K +$121K +925 +29%
HFS
1506
Hantz Financial Services
Michigan
$534K +$209K +1,605 +64%
CL
1507
CSS LLC
Illinois
$533K – – –
RIM
1508
Reliant Investment Management
Tennessee
$533K – – –
SMH
1509
Sanders Morris Harris
Texas
$533K – – –
WB
1510
West Bancorporation
Iowa
$532K +$129K +988 +32%
LWM
1511
Liberty Wealth Management
California
$531K -$23.3K -179 -4%
CI
1512
CPR Investments
Michigan
$531K +$191K +1,461 +56%
MA
1513
Mezzasalma Advisors
New Jersey
$531K +$226K +1,730 +73%
CPA
1514
Court Place Advisors
Maryland
$530K – – –
IA
1515
Insight Advisors
Pennsylvania
$529K +$37.3K +286 +8%
DDC
1516
DF Dent & Co
Maryland
$528K -$5.22K -40 -1%
TNAM
1517
Terra Nova Asset Management
New York
$528K +$261 +2 +0%
III
1518
Independent Investors Inc
New York
$527K – – –
HNWAG
1519
High Net Worth Advisory Group
Florida
$525K -$36.3K -278 -6%
TAM
1520
Trillium Asset Management
Massachusetts
$525K -$7.17K -55 -1%
EHWM
1521
Eads & Heald Wealth Management
Georgia
$525K +$130 +1 +0%
HAIM
1522
Hunter Associates Investment Management
Pennsylvania
$520K – – –
RRA
1523
Round Rock Advisors
Connecticut
$520K +$219K +1,682 +73%
PCG
1524
Private Capital Group
Connecticut
$519K -$2.87K -22 -0.5%
MC
1525
Miramar Capital
Illinois
$517K +$519K +3,980 New