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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2101
AllSquare Wealth Management
New York
$229K
HIIFS
2102
Harel Insurance Investments & Financial Services
Israel
$229K +$34.6K +1,223 +21%
GAAM
2103
Guinness Atkinson Asset Management
California
$229K -$18K -636 -8%
CFCI
2104
Comprehensive Financial Consultants Institutional
Indiana
$229K +$1.05K +37 +0.5%
WC
2105
Woodstock Corp
Massachusetts
$228K -$630K -22,230 -76%
GWM
2106
Gitterman Wealth Management
New Jersey
$227K +$197K +6,957 New
GGS
2107
Galvin Gaustad & Stein
Arizona
$227K -$43.9K -1,550 -18%
MWM
2108
Mascoma Wealth Management
New Hampshire
$227K -$28.1K -993 -12%
TCWM
2109
Total Clarity Wealth Management
Illinois
$226K -$1.16M -40,808 -85%
HPCM
2110
Hunter Perkins Capital Management
Illinois
$226K +$196K +6,925 New
DWM
2111
Dorchester Wealth Management
Quebec, Canada
$226K +$196K +6,915 New
ODFS
2112
O'Donnell Financial Services
California
$226K +$196K +6,908 New
WPA
2113
West Paces Advisors
Georgia
$224K -$74.7K -2,638 -28%
LWM
2114
Lyell Wealth Management
California
$224K -$62.7K -2,213 -24%
MCM
2115
MV Capital Management
Maryland
$224K +$8.98K +317 +5%
LWANC
2116
Laurel Wealth Advisors (North Carolina)
North Carolina
$224K -$2.21K -78 -1%
LMKC
2117
L.M. Kohn & Company
Ohio
$223K -$214K -7,559 -52%
ACA
2118
Aspire Capital Advisors
Washington
$223K +$194K +6,831 New
SRIM
2119
Saratoga Research & Investment Management
California
$223K +$193K +6,830 New
CAM
2120
Congress Asset Management
Massachusetts
$223K -$30.9K -1,091 -14%
CCA
2121
Childress Capital Advisors
Texas
$222K -$141K -4,968 -42%
SW
2122
SkyOak Wealth
Michigan
$222K -$65.2K -2,300 -25%
KCPG
2123
Kavar Capital Partners Group
Kansas
$222K -$35K -1,234 -15%
RC
2124
Roundview Capital
New Jersey
$222K -$101K -3,554 -34%
CA
2125
Crewe Advisors
Utah
$222K -$20K -706 -9%