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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
3001
Gould Asset Management
California
$239K -$2.84K -25 -1%
WIM
3002
Warwick Investment Management
Texas
$239K +$1.93K +17 +0.8%
LWM
3003
Lyell Wealth Management
California
$238K -$247K -2,172 -51%
ZIMP
3004
Zimmermann Investment Management & Planning
Pennsylvania
$238K +$234K +2,063 New
SCA
3005
SMH Capital Advisors
Texas
$238K -$3.07K -27 -1%
SIS
3006
Strategic Investment Solutions
Illinois
$238K -$21.5K -189 -8%
IF
3007
IRON Financial
Illinois
$237K -$10.7K -94 -4%
AIM
3008
Arcadia Investment Management
Michigan
$237K
TS
3009
Tamar Securities
California
$237K +$681 +6 +0.3%
JSA
3010
Jacobson & Schmitt Advisors
Wisconsin
$237K
CAS
3011
CTC Alternative Strategies
Illinois
$237K +$233K +2,050 New
DBRC
3012
D.B. Root & Company
Pennsylvania
$236K -$61K -537 -21%
GAA
3013
Global Assets Advisory
Florida
$236K -$5.68K -50 -2%
WFA
3014
WestHill Financial Advisors
California
$236K -$9.77K -86 -4%
VAS
3015
Valicenti Advisory Services
New York
$236K -$2.84K -25 -1%
CFA
3016
Cahill Financial Advisors
Minnesota
$236K +$9.99K +88 +5%
MRWM
3017
ML&R Wealth Management
Texas
$235K -$1.36K -12 -0.6%
JFG
3018
JMG Financial Group
Illinois
$235K
WH
3019
Whitcomb & Hess
Ohio
$235K +$1.48K +13 +0.6%
SL
3020
Sentinus LLC
Illinois
$235K -$24.3K -214 -10%
TF
3021
Threadgill Financial
Texas
$234K +$2.95K +26 +1%
ACM
3022
AUA Capital Management
Pennsylvania
$234K -$14.1K -124 -6%
AWS
3023
AJ Wealth Strategies
New York
$233K +$230K +2,023 New
EA
3024
Eclectic Associates
California
$233K -$31.9K -281 -12%
HWP
3025
Heritage Wealth Partners
Ohio
$232K +$229K +2,015 New