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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
2501
Janiczek Wealth Management
Colorado
$184K +$17K +223 +10%
GWSG
2502
GPS Wealth Strategies Group
Colorado
$179K -$11K -144 -6%
POIA
2503
Pin Oak Investment Advisors
Texas
$178K
CT
2504
Clearstead Trust
Maine
$178K +$91.4K +1,202 +103%
OBWP
2505
O'Brien Wealth Partners
Massachusetts
$177K -$73.8K -970 -31%
IWP
2506
IAG Wealth Partners
Wisconsin
$176K
HR
2507
Howe & Rusling
New York
$174K -$375K -4,931 -68%
SA
2508
SRH Advisors
Kansas
$170K
APC
2509
Aspire Private Capital
North Carolina
$165K +$5.55K +73 +3%
BFG
2510
Baron Financial Group
New Jersey
$163K +$7.61K +100 +5%
ACM
2511
AUA Capital Management
Pennsylvania
$162K
DOA
2512
D'Orazio & Associates
Virginia
$162K +$116K +1,520 +237%
PVH
2513
Psagot Value Holdings
Israel
$160K -$704K -9,252 -81%
BCM
2514
Blume Capital Management
California
$158K
TCCM
2515
Timber Creek Capital Management
Massachusetts
$158K
SC
2516
Sierra Capital
Florida
$157K -$77.1K -1,014 -33%
Cohen & Steers
2517
Cohen & Steers
New York
$157K
AA
2518
Addison Advisors
Vermont
$157K +$761 +10 +0.5%
CCM
2519
Carderock Capital Management
Maryland
$154K -$41.9K -551 -21%
CAL
2520
Capital Advisors Ltd
Ohio
$154K
TC
2521
Truvestments Capital
Florida
$148K +$380 +5 +0.3%
CWM
2522
Cranbrook Wealth Management
Michigan
$145K +$5.7K +75 +4%
LWA
2523
Lenox Wealth Advisors
New York
$144K +$9.96K +131 +7%
BAM
2524
Bellevue Asset Management
Washington
$136K +$152 +2 +0.1%
CIA
2525
Cascade Investment Advisors
Oregon
$136K