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Name Holding Trade Value Shares
Change
Change in
Stake
WMA
1701
Wealth Management Associates
New Jersey
$798K +$71.4K +949 +10%
BBI
1702
Baxter Bros Inc
Connecticut
$798K +$26.1K +347 +3%
BMM
1703
Buffington Mohr McNeal
Idaho
$797K +$113K +1,501 +16%
PFGIA
1704
Patriot Financial Group Insurance Agency
Massachusetts
$789K +$284K +3,768 +54%
PA
1705
Procyon Advisors
Connecticut
$788K +$92.9K +1,234 +13%
JGIA
1706
Jackson Grant Investment Advisers
Connecticut
$783K +$4.82K +64 +0.6%
LKIM
1707
Lawson Kroeker Investment Management
Nebraska
$781K
EI
1708
Ellevest Inc
New York
$781K +$82.8K +1,100 +12%
EA
1709
Elm Advisors
California
$779K -$47.2K -627 -6%
SMFS
1710
Squar Milner Financial Services
California
$779K +$15.8K +210 +2%
HC
1711
HNP Capital
New York
$778K -$4.74M -62,975 -86%
SRC
1712
Sage Rhino Capital
California
$778K -$1.13K -15 -0.1%
GHAM
1713
Gilman Hill Asset Management
Connecticut
$775K +$25.4K +338 +3%
RA
1714
Rational Advisors
New York
$771K -$751K -9,975 -49%
RAM
1715
Redmond Asset Management
Virginia
$771K +$31.2K +415 +4%
BCA
1716
Bay Colony Advisors
Massachusetts
$771K +$76.8K +1,020 +11%
AIA
1717
AIMZ Investment Advisors
California
$768K +$75 +1 +0%
CCB
1718
Cutter & Co Brokerage
Missouri
$767K +$146K +1,936 +23%
SEC
1719
Seven Eight Capital
New York
$766K -$1.49M -19,807 -66%
CAAS
1720
Capital Asset Advisory Services
Michigan
$766K +$109K +1,453 +17%
SHWM
1721
Smith & Howard Wealth Management
Georgia
$765K -$7.83K -104 -1%
OFW
1722
Omnia Family Wealth
Florida
$765K
VRM
1723
Vectors Research Management
New York
$763K +$552K +7,333 +243%
SXL
1724
Summit X LLC
Missouri
$761K +$3.92K +52 +0.5%
FIM
1725
Fruth Investment Management
Texas
$759K