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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
851
Powell Investment Advisors
Florida
$214K – – –
MA
852
MJP Associates
Connecticut
$213K -$6.32K -105 -3%
GRP
853
Global Retirement Partners
California
$213K +$16.7K +278 +9%
CW
854
CreativeOne Wealth
Kansas
$213K +$208K +3,452 New
PG
855
Patten Group
Tennessee
$212K -$1.81K -30 -0.9%
WC
856
Westhampton Capital
North Carolina
$211K – – –
KCM
857
Kennedy Capital Management
Missouri
$209K – – –
EP
858
Eudaimonia Partners
Tennessee
$208K -$903 -15 -0.4%
ISL
859
Ingalls & Snyder LLC
New York
$205K +$200K +3,325 New
PTC
860
Provident Trust Company
Wisconsin
$205K +$200K +3,329 New
CPA
861
Capital Planning Advisors
California
$203K +$198K +3,288 New
AWA
862
Aaron Wealth Advisors
Illinois
$203K +$199K +3,298 New
CFA
863
Carroll Financial Associates
North Carolina
$202K -$1.75K -29 -0.9%
MA
864
Mutual Advisors
Nebraska
$202K +$197K +3,277 New
EM
865
Excalibur Management
Massachusetts
$201K +$196K +3,255 New
EBA
866
Eagle Bay Advisors
New York
$197K +$38.9K +646 +25%
SWA
867
Sutton Wealth Advisors
Florida
$197K +$301 +5 +0.2%
LWM
868
Liberty Wealth Management
California
$196K +$140K +2,324 +289%
FPS
869
Fieldpoint Private Securities
Connecticut
$194K +$1.56K +26 +0.8%
CFG
870
CKW Financial Group
Hawaii
$191K – – –
MA
871
MCF Advisors
Kentucky
$191K +$2.17K +36 +1%
CT
872
Caldwell Trust
Florida
$188K -$8.25K -137 -4%
FWM
873
Focused Wealth Management
New York
$181K -$3.55K -59 -2%
GEA
874
Glen Eagle Advisors
New Jersey
$181K – – –
EWM
875
Endurance Wealth Management
Rhode Island
$178K – – –