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Name Holding Trade Value Shares
Change
Change in
Stake
AA
2201
AlphaCentric Advisors
Puerto Rico
$82K -$5.54K -27 -7%
AWM
2202
AllSquare Wealth Management
New York
$82K
CFO
2203
CVA Family Office
Colorado
$82K +$35.9K +175 +88%
EARNEST Partners
2204
EARNEST Partners
Georgia
$79K
CTB
2205
Country Trust Bank
Illinois
$76K
CCM
2206
Cribstone Capital Management
Maine
$75K -$21.8K -106 -24%
AW
2207
Avion Wealth
Texas
$71K
HL
2208
Harding Loevner
New Jersey
$69K
TVWM
2209
Tower View Wealth Management
Wisconsin
$67K +$411 +2 +0.7%
FWM
2210
Filbrandt Wealth Management
Wisconsin
$66K -$26.1K -127 -30%
IWP
2211
IAG Wealth Partners
Wisconsin
$66K
SA
2212
SRH Advisors
Kansas
$66K +$61.6K +300 New
SFG
2213
Sowa Financial Group
Rhode Island
$61K
EWM
2214
Endurance Wealth Management
Rhode Island
$60K
DI
2215
Disciplined Investments
Oklahoma
$59K -$6.78K -33 -11%
MS
2216
Marshall & Sullivan
Washington
$59K +$55.4K +270 New
AJ
2217
Ashburton (Jersey)
Jersey
$57K
PCFFS
2218
Pacific Center for Financial Services
California
$57K
JWM
2219
Janiczek Wealth Management
Colorado
$56K -$3.08K -15 -6%
TC
2220
Truvestments Capital
Florida
$55K -$53.4K -260 -51%
CDIA
2221
Capital Directions Investment Advisors
Georgia
$55K +$35.1K +171 +211%
GWMIA
2222
Global Wealth Management Investment Advisory
Florida
$48K
HIM
2223
Hillsdale Investment Management
Ontario, Canada
$48K +$2.05K +10 +5%
LWA
2224
Lenox Wealth Advisors
New York
$46K +$17.2K +84 +66%
BCM
2225
Blume Capital Management
California
$44K