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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
3151
Gitterman Wealth Management
New Jersey
$210K +$1.77K +19 +0.8%
ES
3152
ETF Store
Kansas
$210K +$934 +10 +0.4%
FPWM
3153
FSB Premier Wealth Management
Iowa
$210K +$5.32K +57 +2%
EBWM
3154
Eagle Bluffs Wealth Management
Missouri
$210K +$6.35K +68 +3%
AWM
3155
Accredited Wealth Management
Kentucky
$210K -$10.3K -110 -5%
S
3156
Sunpointe
Missouri
$209K -$92.1K -986 -30%
CWM
3157
C2C Wealth Management
Arizona
$209K -$2.33K -25 -1%
AW
3158
Avion Wealth
Texas
$209K
SA
3159
Skyline Advisors
Washington
$209K -$3.92K -42 -2%
WA
3160
Wealthstream Advisors
New York
$208K +$8.03K +86 +4%
TS
3161
Tamar Securities
California
$208K +$5.51K +59 +3%
HCM
3162
Hilton Capital Management
New York
$207K -$3.81M -40,792 -95%
BL
3163
Balentine LLC
Georgia
$207K -$65.4K -700 -23%
TIA
3164
Trust Investment Advisors
Indiana
$207K +$215K +2,301 New
OAS
3165
Optivise Advisory Services
Tennessee
$206K -$5.23K -56 -2%
BCM
3166
Blume Capital Management
California
$206K
IIM
3167
InTrack Investment Management
Vermont
$206K -$312K -3,347 -59%
GWA
3168
Geometric Wealth Advisors
District of Columbia
$206K -$2.52K -27 -1%
BAM
3169
Bosun Asset Management
Illinois
$206K +$8.78K +94 +4%
RF
3170
Rossby Financial
Florida
$205K -$15.3K -164 -6%
MCAI
3171
Members Capital Advisors Inc
Wisconsin
$205K
BCM
3172
Brown Capital Management
Maryland
$204K -$166K -1,780 -44%
PCG
3173
PFC Capital Group
California
$204K -$109K -1,166 -34%
DSN
3174
D. Scott Neal
Kentucky
$204K
SIG
3175
Spinnaker Investment Group
California
$204K +$212K +2,269 New