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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
1951
Ironwood Investment Management
Massachusetts
$626K
BTWM
1952
Baker Tilly Wealth Management
Wisconsin
$625K +$23.7K +404 +4%
BCA
1953
Berman Capital Advisors
Georgia
$624K +$21K +358 +3%
JF
1954
Jump Financial
Illinois
$620K -$1.15M -19,644 -64%
WAAG
1955
Wealth Alliance Advisory Group
Kansas
$620K -$139K -2,362 -18%
GA
1956
Geller Advisors
New York
$619K -$1.94K -33 -0.3%
BIC
1957
Beach Investment Counsel
Pennsylvania
$618K
CCM
1958
Cribstone Capital Management
Maine
$618K +$38.2K +651 +6%
BL
1959
BFSG LLC
California
$617K -$50.9K -867 -7%
CCM
1960
Crew Capital Management
Ohio
$615K -$5.87K -100 -0.9%
WCAMG
1961
Woodard & Company Asset Management Group
North Carolina
$615K +$11.2K +191 +2%
FAN
1962
Financial Advisors Network
California
$614K +$1.17K +20 +0.2%
CL
1963
CSS LLC
Illinois
$613K +$36.4K +620 +6%
OL
1964
Optas LLC
Texas
$612K +$43.6K +742 +7%
BFO
1965
Biltmore Family Office
North Carolina
$611K +$587 +10 +0.1%
CAMG
1966
CWA Asset Management Group
Florida
$604K -$103K -1,751 -14%
CDIA
1967
Capital Directions Investment Advisors
Georgia
$604K +$631K +10,752 New
CRI
1968
Colonial River Investments
Virginia
$603K +$4.46K +76 +0.7%
KF
1969
Krilogy Financial
Missouri
$603K +$23K +392 +4%
IIC
1970
Integrated Investment Consultants
Michigan
$603K +$40.4K +688 +7%
STA
1971
Summit Trail Advisors
New York
$601K +$69.6K +1,185 +12%
PCM
1972
Perritt Capital Management
Illinois
$599K
CPSAC
1973
Chas P. Smith & Associates (CPS)
Florida
$599K +$52.2K +890 +9%
LCM
1974
LCM Capital Management
Illinois
$598K -$36.7K -625 -6%
CL
1975
COWA LLC
Oklahoma
$596K