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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
2301
Gemmer Asset Management
California
$388K – – –
JIC
2302
Joel Isaacson & Co
New York
$387K +$36.5K +91 +10%
HI
2303
Hudock Inc
Pennsylvania
$387K – – –
AIM
2304
Avity Investment Management
Connecticut
$386K – – –
XSC
2305
X-Square Capital
Puerto Rico
$385K – – –
Cohen & Steers
2306
Cohen & Steers
New York
$384K -$803 -2 -0.2%
SWAG
2307
Spectrum Wealth Advisory Group
California
$383K – – –
AI
2308
AdvisorShares Investments
Maryland
$383K -$8.83K -22 -2%
HP
2309
Hyperion Partners
Pennsylvania
$381K -$10K -25 -3%
LCM
2310
LVM Capital Management
Michigan
$380K – – –
TFA
2311
Tranquilli Financial Advisor
New Jersey
$379K -$7.22K -18 -2%
ST
2312
Somerset Trust
Pennsylvania
$379K +$2.41K +6 +0.6%
BCG
2313
Breakwater Capital Group
New Jersey
$379K +$19.7K +49 +5%
CHP
2314
Cable Hill Partners
Oregon
$377K +$10.8K +27 +3%
KMWM
2315
Keudell/Morrison Wealth Management
Oregon
$376K -$25.3K -63 -6%
TAM
2316
Townsend Asset Management
North Carolina
$376K +$401 +1 +0.1%
I
2317
INVST
Indiana
$375K +$8.03K +20 +2%
UBV
2318
United Bank (Virginia)
Virginia
$374K +$10.8K +27 +3%
OWM
2319
Orgel Wealth Management
Wisconsin
$373K +$57K +142 +18%
FH
2320
FWG Holdings
Florida
$372K +$84.7K +211 +29%
VP
2321
Verum Partners
North Carolina
$371K +$377K +938 New
BFW
2322
Brady Family Wealth
Missouri
$366K – – –
GAA
2323
Global Assets Advisory
Florida
$364K +$19.7K +49 +6%
SFA
2324
Source Financial Advisors
New York
$364K +$3.21K +8 +0.9%
KA
2325
Kure Advisory
Minnesota
$362K +$367K +915 New