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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2151
AllSquare Wealth Management
New York
$308K -$1.78K -40 -0.6%
CAM
2152
Close Asset Management
United Kingdom
$308K
HCA
2153
Heck Capital Advisors
Wisconsin
$307K +$310K +6,955 New
IIM
2154
Ironwood Investment Management
Massachusetts
$307K -$98K -2,200 -24%
HCMG
2155
Howard Capital Management Group
California
$307K +$8.96K +201 +3%
JSW
2156
Journey Strategic Wealth
New Jersey
$306K +$84.9K +1,906 +38%
CWM
2157
Concentrum Wealth Management
California
$306K +$2K +45 +0.7%
ODFS
2158
O'Donnell Financial Services
California
$306K +$134 +3 +0%
PSFG
2159
Prairie Sky Financial Group
Illinois
$306K
EP
2160
Edgestream Partners
New Jersey
$306K +$14.4K +324 +5%
UAS
2161
United Asset Strategies
New York
$305K -$11.7K -263 -4%
HC
2162
Hara Capital
Washington
$305K -$25.4K -570 -8%
BA
2163
Brightwater Advisory
Florida
$305K +$18.5K +415 +6%
TC
2164
Trust Company
Kansas
$305K -$348K -7,814 -53%
AA
2165
Advisory Alpha
Michigan
$304K +$23.7K +533 +8%
CA
2166
Centerpoint Advisors
Massachusetts
$304K -$89 -2 -0%
SWP
2167
Summit Wealth Partners
Florida
$303K -$26.7K -600 -8%
AMG
2168
Asset Management Group
Connecticut
$303K +$891 +20 +0.3%
FA
2169
FDx Advisors
Illinois
$303K -$1.64M -36,717 -84%
SFS
2170
Summit Financial Strategies
Ohio
$303K -$23.7K -531 -7%
IIA
2171
IPG Investment Advisors
California
$302K -$38.5K -865 -11%
PTCG
2172
Pring Turner Capital Group
California
$302K
QFA
2173
Quantum Financial Advisors
California
$302K +$90K +2,021 +42%
AFAS
2174
Acorn Financial Advisory Services
Virginia
$302K -$43.3K -972 -12%
OCPWS
2175
One Charles Private Wealth Services
Massachusetts
$301K +$10.5K +236 +4%