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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
1701
Glassman Wealth Services
Virginia
$268K +$161K +2,758 +137%
CPIG
1702
Chicago Partners Investment Group
Illinois
$267K +$5.97K +102 +2%
YMRC
1703
Yorktown Management & Research Company
Virginia
$265K
CCM
1704
Condor Capital Management
New Jersey
$265K +$351 +6 +0.1%
CPA
1705
Clear Perspective Advisors
Illinois
$265K +$276K +4,710 New
BJL
1706
Brighton Jones LLC
Washington
$264K -$1.29M -22,026 -82%
RCM
1707
RB Capital Management
Nevada
$263K +$274K +4,674 New
LWM
1708
Lyell Wealth Management
California
$262K +$271K +4,629 New
SKK
1709
Shepherd Kaplan Krochuk
Massachusetts
$260K -$582K -9,950 -68%
DIA
1710
Davidson Investment Advisors
Montana
$260K +$9.19K +157 +3%
UBG
1711
United Bank (Georgia)
Georgia
$260K +$271K +4,633 New
AWM
1712
AllSquare Wealth Management
New York
$258K -$1.52K -26 -0.6%
NCM
1713
Neumann Capital Management
California
$258K
MCWS
1714
McKinley Carter Wealth Services
West Virginia
$256K +$28.7K +490 +12%
FLAM
1715
First Light Asset Management
Minnesota
$253K -$142K -2,427 -35%
ZDA
1716
Zweig-DiMenna Associates
New York
$253K +$264K +4,506 New
GRP
1717
Global Retirement Partners
California
$253K +$264K +4,510 New
BHC
1718
Bowen Hanes & Co
Florida
$252K -$15.3K -262 -6%
CF
1719
CenterStar Fund
Illinois
$252K
BCP
1720
Berkeley Capital Partners
Georgia
$251K -$13.8K -236 -5%
RW
1721
Rand Wealth
Maryland
$249K -$103K -1,754 -28%
BA
1722
Bristlecone Advisors
Washington
$247K -$2.28K -39 -0.9%
MCM
1723
Millie Capital Management
California
$246K -$197K -3,364 -43%
SFG
1724
StrategIQ Financial Group
Indiana
$246K +$257K +4,388 New
CT
1725
Clearstead Trust
Maine
$245K +$256K +4,369 New