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Name Holding Trade Value Shares
Change
Change in
Stake
CTFG
1701
Capstone Triton Financial Group
Oklahoma
$1.78M +$1.62M +13,829 New
JWM
1702
Jupiter Wealth Management
Colorado
$1.77M
SCM
1703
Stonebridge Capital Management
California
$1.77M -$823K -7,032 -34%
AIM
1704
Acropolis Investment Management
Missouri
$1.77M -$102K -875 -6%
LOIP
1705
Live Oak Investment Partners
Texas
$1.77M +$14.7K +126 +0.9%
RWM
1706
RKL Wealth Management
Pennsylvania
$1.77M +$58.2K +497 +4%
VHAM
1707
Van Hulzen Asset Management
California
$1.77M -$34.2K -292 -2%
CWS
1708
Cypress Wealth Services
California
$1.77M -$18.3K -156 -1%
HAIM
1709
Hunter Associates Investment Management
Pennsylvania
$1.76M +$213K +1,817 +15%
TPWM
1710
Twelve Points Wealth Management
Massachusetts
$1.76M +$36.2K +309 +2%
CAM
1711
Costello Asset Management
Pennsylvania
$1.75M -$112K -960 -7%
WA
1712
Wealth Architects
California
$1.75M +$30.1K +257 +2%
RWC
1713
Rare Wolf Capital
Washington
$1.75M -$193K -1,653 -11%
UPS
1714
UHLMANN PRICE SECURITIES
Illinois
$1.75M -$31.5K -269 -2%
MSWM
1715
McGlone Suttner Wealth Management
Wisconsin
$1.75M +$36.3K +310 +2%
BV
1716
Boxwood Ventures
Illinois
$1.74M
CP
1717
Canopy Partners
Ohio
$1.74M -$12.4K -106 -0.8%
PAM
1718
Paradigm Asset Management
New York
$1.73M -$1.74M -14,888 -52%
HWA
1719
Heartwood Wealth Advisors
Virginia
$1.73M +$92.7K +792 +6%
MIM
1720
MTM Investment Management
South Carolina
$1.73M
PTP
1721
Platform Technology Partners
New York
$1.73M -$116K -988 -7%
HCP
1722
Hexagon Capital Partners
Arkansas
$1.72M +$37.7K +322 +2%
GBFG
1723
Gerald Baker Financial Group
Texas
$1.72M +$5.03K +43 +0.3%
SRC
1724
Shufro Rose & Co
New York
$1.72M -$93.6K -800 -6%
WPW
1725
Waldron Private Wealth
Pennsylvania
$1.72M -$1.41K -12 -0.1%