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Name Holding Trade Value Shares
Change
Change in
Stake
POIA
2226
Pin Oak Investment Advisors
Texas
$32K – – –
LWP
2227
Laurel Wealth Planning
Minnesota
$31K -$5.84K -35 -16%
IPW
2228
IronBridge Private Wealth
Texas
$30K – – –
RA
2229
Resolute Advisors
California
$30K – – –
HWA
2230
HHM Wealth Advisors
Tennessee
$30K +$7.01K +42 +30%
GKIM
2231
GW&K Investment Management
Massachusetts
$29K +$29.4K +176 New
BAM
2232
Bellevue Asset Management
Washington
$28K – – –
ME
2233
McIlrath & Eck
Washington
$28K – – –
LSA
2234
Lion Street Advisors
Texas
$26.2K +$26.4K +158 New
GWMIA
2235
Global Wealth Management Investment Advisory
Florida
$26K -$5.01K -30 -16%
PCH
2236
PGIM Custom Harvest
New Jersey
$26K – – –
BCM
2237
Bourgeon Capital Management
Connecticut
$25K – – –
Loomis, Sayles & Company
2238
Loomis, Sayles & Company
Massachusetts
$24K +$1K +6 +4%
BCPWM
2239
Bradley & Co Private Wealth Management
Florida
$23K – – –
FI
2240
FormulaFolio Investments
Michigan
$23K – – –
IRC
2241
Investors Research Corp
Georgia
$23K – – –
CMBA
2242
C.M. Bidwell & Associates
Hawaii
$23K +$501 +3 +2%
HF
2243
Halpern Financial
Virginia
$22K – – –
GI
2244
GS Investments
Minnesota
$22K – – –
AFIA
2245
America First Investment Advisors
Nebraska
$21K – – –
RG
2246
Retirement Group
California
$20K -$85.8K -514 -81%
AWM
2247
AllSquare Wealth Management
New York
$20K – – –
LB
2248
Legacy Bridge
Iowa
$20K – – –
AW
2249
Avion Wealth
Texas
$20K +$334 +2 +2%
KFP
2250
KB Financial Partners
New Jersey
$19K – – –