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Name Holding Trade Value Shares
Change
Change in
Stake
FI
1726
Finivi Inc
Massachusetts
$432K +$433K +2,906 New
GHAM
1727
Gilman Hill Asset Management
Connecticut
$431K +$7.15K +48 +2%
TAM
1728
Townsend Asset Management
North Carolina
$429K -$14.2K -95 -3%
NAMM
1729
NorthStar Asset Management (Massachusetts)
Massachusetts
$428K +$16.1K +108 +4%
GWM
1730
Greenwich Wealth Management
Connecticut
$428K +$19.1K +128 +5%
DCM
1731
Deuterium Capital Management
Florida
$428K +$430K +2,885 New
CFIA
1732
Cantor Fitzgerald Investment Advisors
New York
$427K – – –
AP
1733
Advisors Preferred
Maryland
$427K +$3.72K +25 +0.9%
NFC
1734
Northeast Financial Consultants
Connecticut
$426K -$50.1K -336 -10%
CWP
1735
Corepath Wealth Partners
Arizona
$426K +$12.1K +81 +3%
PA
1736
Perennial Advisors
New York
$426K +$133K +891 +45%
BSA
1737
Bull Street Advisors
Georgia
$425K -$26.2K -176 -6%
IP
1738
Investment Partners
Ohio
$424K +$111K +743 +35%
IIC
1739
Integrated Investment Consultants
Michigan
$424K +$129K +869 +44%
OWM
1740
Opes Wealth Management
California
$423K +$424K +2,848 New
CWP
1741
CFM Wealth Partners
Texas
$422K -$6.41K -43 -1%
MS
1742
Madden Securities
Texas
$421K -$115K -769 -21%
BCP
1743
Berkeley Capital Partners
Georgia
$421K +$171K +1,147 +68%
AIM
1744
Alhambra Investment Management
Florida
$418K – – –
TCPWM
1745
Traverso Chambers Private Wealth Management
California
$418K – – –
PCP
1746
Proficio Capital Partners
Massachusetts
$417K -$27.3K -183 -6%
VIM
1747
Vista Investment Management
Pennsylvania
$417K +$17.4K +117 +4%
HIG
1748
Heritage Investment Group
Florida
$417K +$418K +2,805 New
VWA
1749
V Wealth Advisors
Kansas
$416K -$46K -309 -10%
FCM
1750
Firestone Capital Management
Florida
$414K – – –