Name Holding Trade Value Shares
Change
Change in
Stake
FA
2076
FCG Advisors
New Jersey
$445K +$473 +8 +0.1%
CPC
2077
Congress Park Capital
New York
$444K -$8.87K -150 -2%
SMFS
2078
Squar Milner Financial Services
California
$444K -$1.6K -27 -0.3%
AIM
2079
Avity Investment Management
Connecticut
$443K +$53.9K +911 +13%
MS
2080
Maven Securities
Jersey
$443K +$485K +8,194 New
DSAM
2081
Dock Street Asset Management
Florida
$442K +$76.3K +1,290 +19%
PBO
2082
Peoples Bank (Ohio)
Ohio
$441K -$28.1K -475 -6%
SWA
2083
Stratos Wealth Advisors
Ohio
$441K -$22.1K -373 -4%
PWM
2084
Paulson Wealth Management
Illinois
$441K +$16K +270 +4%
LBD
2085
Landsberg Bennett & Dubbaneh
Florida
$440K +$26.9K +454 +6%
BCA
2086
Berman Capital Advisors
Georgia
$439K +$32.6K +551 +7%
AF
2087
AtlasMark Financial
Texas
$438K +$1.83K +31 +0.4%
C
2088
Certuity
Florida
$438K -$143K -2,412 -23%
RWA
2089
Redhawk Wealth Advisors
Minnesota
$437K -$222K -3,761 -32%
DACG
2090
Donor Advised Charitable Giving
California
$437K +$4.14K +70 +0.9%
HPIA
2091
Hamilton Point Investment Advisors
North Carolina
$436K – – –
GAM
2092
Gould Asset Management
California
$434K -$2.96K -50 -0.6%
SWMG
2093
Strategic Wealth Management Group
Maryland
$434K +$59 +1 +0%
AAM
2094
AMI Asset Management
California
$433K – – –
CDIA
2095
Capital Directions Investment Advisors
Georgia
$433K – – –
FDS
2096
First Dallas Securities
Texas
$432K -$312K -5,275 -40%
DLG
2097
Daniel L. Goodwin
$432K – – –
GD
2098
Grandfield & Dodd
New York
$432K +$39.9K +674 +9%
FPCP
2099
Fort Point Capital Partners
California
$431K -$68.9K -1,165 -13%
BCWM
2100
Blue Chip Wealth Management
Florida
$431K -$30.8K -521 -6%