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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
2201
Redwood Investment Management
Arizona
$1.02M +$77.3K +287 +9%
9WM
2202
9258 Wealth Management
Ohio
$1.02M -$96.4K -358 -9%
PLFAM
2203
Pineno Levin & Ford Asset Management
Virginia
$1.02M +$28.3K +105 +3%
KIG
2204
Kowal Investment Group
Wisconsin
$1.02M -$164K -609 -15%
DA
2205
DCM Advisors
New York
$1.02M -$148K -550 -14%
QCIG
2206
Quad-Cities Investment Group
Iowa
$1.01M -$53.9K -200 -5%
PSC
2207
Prentiss Smith & Co
Vermont
$1.01M
LFA
2208
Legacy Financial Advisors
Kentucky
$1.01M +$59.5K +221 +7%
AWP
2209
Accretive Wealth Partners
New Jersey
$1.01M +$84.5K +314 +10%
CFSG
2210
Community Financial Services Group
Vermont
$1.01M +$4.58K +17 +0.5%
RW
2211
RVW Wealth
California
$1M -$24K -89 -4%
WSC
2212
Wellington Shields & Co
New York
$998K +$91.5K +340 +11%
AWM
2213
AllSquare Wealth Management
New York
$998K +$108K +400 +13%
AWA
2214
Aaron Wealth Advisors
Illinois
$994K +$88.6K +329 +11%
GCA
2215
Genesee Capital Advisors
New York
$988K +$89.7K +333 +11%
DCM
2216
Dimension Capital Management
Florida
$988K +$126K +469 +16%
EPA
2217
Element Pointe Advisors
Florida
$985K +$92.4K +343 +11%
CG
2218
Clarus Group
Texas
$978K -$67.3K -250 -7%
TA
2219
Trellis Advisors
Washington
$974K -$15.6K -58 -2%
SCA
2220
STALEY CAPITAL ADVISERS
Pennsylvania
$973K
1WM
2221
1900 Wealth Management
Texas
$973K +$117K +436 +15%
BW
2222
Bison Wealth
Georgia
$972K -$57.9K -215 -6%
CPC
2223
Consolidated Planning Corp
Georgia
$969K
PIM
2224
Perpetual Investment Management
Australia
$969K +$431K +1,600 +94%
SMA
2225
Sage Mountain Advisors
Georgia
$966K +$277K +1,030 +46%