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Name Holding Trade Value Shares
Change
Change in
Stake
FM
2326
Family Management
New York
$753K +$113K +196 +17%
ATS
2327
Ashton Thomas Securities
New York
$753K +$146K +255 +24%
GWM
2328
GSB Wealth Management
Connecticut
$752K -$12.1K -21 -2%
HWA
2329
HMV Wealth Advisors
Louisiana
$752K -$12.1K -21 -2%
CPA
2330
Cardiff Park Advisors
California
$752K +$6.32K +11 +0.8%
SHGA
2331
Sand Hill Global Advisors
California
$752K -$790K -1,376 -51%
PWM
2332
Power Wealth Management
Georgia
$751K +$481K +838 +173%
PHWM
2333
Pine Harbor Wealth Management
Maryland
$750K +$9.76K +17 +1%
COCM
2334
Charter Oak Capital Management
New Hampshire
$749K -$213K -371 -22%
MWM
2335
Meadowbrook Wealth Management
New York
$748K +$755K +1,315 New
FWP
2336
Forefront Wealth Partners
Texas
$748K -$146K -254 -16%
BSSFA
2337
Baron Silver Stevens Financial Advisors
Florida
$747K -$6.89K -12 -0.9%
MWM
2338
Manske Wealth Management
Texas
$745K – – –
VIP
2339
Viewpoint Investment Partners
Alberta, Canada
$745K – – –
FFG
2340
Floyd Financial Group
Missouri
$744K +$33.9K +59 +5%
S
2341
Sunpointe
Missouri
$743K +$17.2K +30 +2%
BAM
2342
Berkshire Asset Management
Pennsylvania
$742K +$77.5K +135 +12%
MAG
2343
MRA Advisory Group
New Jersey
$737K -$19K -33 -2%
CCC
2344
Compass Capital Corp
Massachusetts
$736K -$175K -304 -19%
AFM
2345
Aspetuck Financial Management
Connecticut
$735K +$61.4K +107 +9%
CAM
2346
Cidel Asset Management
Ontario, Canada
$734K -$5.17K -9 -0.7%
OC
2347
Oarsman Capital
Wisconsin
$734K -$51.1K -89 -6%
RS
2348
R Squared
Hong Kong
$734K +$23K +40 +3%
Wedge Capital Management
2349
Wedge Capital Management
North Carolina
$733K – – –
RDWM
2350
Red Door Wealth Management
Tennessee
$733K – – –