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Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
3226
PFG Private Wealth Management
Florida
$180K -$3.11K -6 -2%
S
3227
Sachetta
Massachusetts
$178K +$1.03K +2 +0.6%
CIAS
3228
CBIZ Investment Advisory Services
Ohio
$177K +$518 +1 +0.3%
AWM
3229
Abound Wealth Management
Tennessee
$173K +$3.62K +7 +2%
OCM
3230
Orion Capital Management
California
$173K +$170K +329 New
POIA
3231
Pin Oak Investment Advisors
Texas
$173K
TIM
3232
Tortoise Investment Management
New York
$172K +$24.3K +47 +17%
T
3233
Transce3nd
Texas
$172K +$169K +326 New
AWM
3234
Activest Wealth Management
Florida
$169K -$10.4K -20 -6%
GA
3235
GoalVest Advisory
New York
$166K
CTC
3236
Cetera Trust Company
Minnesota
$165K
SAS
3237
Stelac Advisory Services
New York
$164K
CSWM
3238
Cassady Schiller Wealth Management
Ohio
$162K +$21.7K +42 +16%
MTC
3239
Matrix Trust Company
Colorado
$160K +$157K +303 New
CFFP
3240
Center for Financial Planning
Michigan
$158K
CAM
3241
Cacti Asset Management
Georgia
$158K
CAC
3242
Core Alternative Capital
Georgia
$152K
TLCM
3243
Twin Lakes Capital Management
California
$145K
MWA
3244
Medallion Wealth Advisors
Connecticut
$144K +$141K +273 New
HIMS
3245
Hager Investment Management Services
New Hampshire
$142K +$140K +270 New
MC
3246
Montag & Caldwell
Georgia
$142K +$140K +270 New
RP
3247
Rowlandmiller & Partners
Georgia
$142K
VWA
3248
VSM Wealth Advisory
Maryland
$141K +$139K +269 New
Capstone Investment Advisors
3249
Capstone Investment Advisors
New York
$140K -$95.3K -184 -41%
MHR
3250
Matthew Hamilton Rosenberg
$139K +$9.84K +19 +8%