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Name Holding Trade Value Shares
Change
Change in
Stake
SIMC
1776
Squire Investment Management Company
Utah
$238K +$8.94K +59 +4%
1WM
1777
1900 Wealth Management
Texas
$238K +$5.76K +38 +3%
C
1778
Certuity
Florida
$238K +$909 +6 +0.4%
HCM
1779
Hodges Capital Management
Texas
$237K -$1.19M -7,860 -84%
PWM
1780
Penobscot Wealth Management
Maine
$237K +$1.06K +7 +0.5%
HSWM
1781
Hubbell Strickland Wealth Management
Louisiana
$237K +$152 +1 +0.1%
PTP
1782
Platform Technology Partners
New York
$236K +$221K +1,459 New
TC
1783
Trilogy Capital
California
$236K -$1.82K -12 -0.8%
MA
1784
MW Advisory
Georgia
$235K +$220K +1,452 New
PA
1785
Perennial Advisors
New York
$235K – – –
BWP
1786
Baldwin Wealth Partners
Massachusetts
$234K -$15.2K -100 -6%
PPG
1787
Peak Planning Group
Colorado
$234K +$1.82K +12 +0.8%
AWMG
1788
Alliance Wealth Management Group
New Jersey
$233K – – –
LC
1789
Landaas & Company
Wisconsin
$232K – – –
BJF
1790
Blue Jean Financial
New York
$232K +$1.06K +7 +0.5%
FFG
1791
Floyd Financial Group
Missouri
$232K – – –
SWM
1792
Sagace Wealth Management
Florida
$232K – – –
TM
1793
TigerOak Management
New Mexico
$232K – – –
RFA
1794
Resurgent Financial Advisors
Georgia
$232K +$217K +1,430 New
CIC
1795
Chilton Investment Company
Connecticut
$231K -$6.82K -45 -3%
SWM
1796
Segment Wealth Management
Texas
$231K -$5.15K -34 -2%
BWL
1797
Bogart Wealth LLC
Virginia
$231K -$8.79K -58 -4%
BBA
1798
Braun-Bostich & Associates
Pennsylvania
$230K -$30.8K -203 -12%
CAL
1799
Capital Advisors Ltd
Ohio
$230K -$4.85K -32 -2%
RMCM
1800
Reynders McVeigh Capital Management
Massachusetts
$230K +$215K +1,420 New