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Name Holding Trade Value Shares
Change
Change in
Stake
IA
2051
Insight Advisors
Pennsylvania
$222K -$73.4K -440 -25%
AA
2052
Addison Advisors
Vermont
$222K +$223K +1,336 New
SWA
2053
Sutton Wealth Advisors
Florida
$221K
FMI
2054
F/M Investments
District of Columbia
$221K +$4.51K +27 +2%
LBD
2055
Landsberg Bennett & Dubbaneh
Florida
$220K -$9.01K -54 -4%
WMP
2056
Wealth Management Partners
Arizona
$219K
AWM
2057
Accel Wealth Management
Iowa
$219K +$668 +4 +0.3%
MAM
2058
MMA Asset Management
Pennsylvania
$218K +$9.18K +55 +4%
CT
2059
Clearstead Trust
Maine
$218K +$220K +1,316 New
Financial Engines Advisors
2060
Financial Engines Advisors
California
$217K
SCM
2061
Silvant Capital Management
Georgia
$217K
WA
2062
WP Advisors
California
$217K +$1.17K +7 +0.5%
22CM
2063
20/20 Capital Management
California
$217K +$218K +1,306 New
OCPWS
2064
One Charles Private Wealth Services
Massachusetts
$217K +$218K +1,307 New
CRWM
2065
Castle Rock Wealth Management
California
$216K -$536K -3,211 -71%
HCM
2066
Hollencrest Capital Management
California
$216K
FUBT
2067
First United Bank & Trust
Maryland
$215K -$7.01K -42 -3%
MCM
2068
Marathon Capital Management
Maryland
$215K
SWA
2069
SFMG Wealth Advisors
Texas
$215K +$1.67K +10 +0.8%
JIP
2070
JBJ Investment Partners
South Carolina
$215K +$216K +1,295 New
SIC
2071
Samalin Investment Counsel
New York
$214K +$167 +1 +0.1%
PWM
2072
Provident Wealth Management
Tennessee
$214K +$215K +1,288 New
LAS
2073
Lloyd Advisory Services
Georgia
$213K +$501 +3 +0.2%
AIM
2074
AMI Investment Management
Indiana
$213K +$214K +1,283 New
NEGWA
2075
New England Guild Wealth Advisors
Connecticut
$212K