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Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
1901
Stonebridge Financial Planning Group
Florida
$749K -$434K -2,680 -33%
GA
1902
Greytown Advisors
Florida
$749K +$20.3K +125 +2%
FAIM
1903
Financial Advocates Investment Management
Washington
$748K -$900K -5,551 -49%
APWM
1904
Atlas Private Wealth Management
New York
$746K +$78.4K +484 +10%
TGAM
1905
TBH Global Asset Management
Tennessee
$745K +$33.2K +205 +4%
EHWM
1906
Eads & Heald Wealth Management
Georgia
$744K -$25.8K -159 -3%
HHAA
1907
Henry H. Armstrong Associates
Pennsylvania
$742K +$3.24K +20 +0.4%
MIM
1908
Moseley Investment Management
Florida
$742K +$142K +875 +19%
RSWM
1909
Robertson Stephens Wealth Management
California
$739K -$259K -1,599 -23%
GITFIT
1910
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$739K +$146K +900 +20%
BWM
1911
BNC Wealth Management
Oregon
$738K +$881K +5,437 New
UMC
1912
United Maritime Capital
New York
$736K +$340K +2,100 +63%
KWM
1913
Keebeck Wealth Management
Illinois
$731K -$138K -850 -14%
GWSG
1914
GPS Wealth Strategies Group
Colorado
$731K -$23.2K -143 -3%
WCM
1915
WealthBridge Capital Management
Ohio
$731K
DMBA
1916
Deseret Mutual Benefit Administrators
Utah
$730K +$25.3K +156 +3%
CG
1917
CFO4Life Group
Texas
$729K -$466K -2,874 -35%
SMH
1918
Sanders Morris Harris
Texas
$729K
Simplex Trading
1919
Simplex Trading
Illinois
$728K -$47.6M -293,509 -98%
BOH
1920
Bank of Hawaii
Hawaii
$726K -$325K -2,003 -27%
BWM
1921
BigSur Wealth Management
Florida
$725K
SCP
1922
Shorepoint Capital Partners
Massachusetts
$725K +$79.1K +488 +10%
BFM
1923
Boothbay Fund Management
New York
$722K +$863K +5,322 New
ADMI
1924
Albert D. Mason Inc
Massachusetts
$721K +$7.46K +46 +0.9%
FOA
1925
Five Oceans Advisors
California
$721K +$229K +1,412 +36%