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Name Holding Trade Value Shares
Change
Change in
Stake
EIM
2201
Essex Investment Management
Massachusetts
$104K – – –
AWM
2202
Aevitas Wealth Management
Massachusetts
$103K -$8.3K -111 -8%
LWA
2203
Lowe Wealth Advisors
Maryland
$103K – – –
NWM
2204
Northwest Wealth Management
Iowa
$102K – – –
CFD
2205
Creative Financial Designs
Indiana
$102K +$19.8K +265 +26%
VC
2206
Vestor Capital
Illinois
$101K +$15.6K +209 +20%
MUS
2207
Mitsubishi UFJ Securities
Japan
$98K +$92.5K +1,237 New
CT
2208
Clearstead Trust
Maine
$97K -$32.4K -433 -26%
WCM
2209
WealthBridge Capital Management
Ohio
$96K -$52.4K -701 -35%
QT
2210
Quantamental Technologies
New York
$95K -$21.8K -292 -20%
AIM
2211
Arcadia Investment Management
Michigan
$91K – – –
ME
2212
McIlrath & Eck
Washington
$91K +$8.9K +119 +12%
MFW
2213
Mosaic Family Wealth
Missouri
$85K +$75 +1 +0.1%
IFA
2214
Interactive Financial Advisors
Illinois
$83K +$78.4K +1,048 New
MAM
2215
Marquette Asset Management
Minnesota
$82K +$77.6K +1,038 New
PWM
2216
PRW Wealth Management
Massachusetts
$81K +$32.5K +435 +76%
HR
2217
Howe & Rusling
New York
$79K -$24.3K -325 -25%
AIS
2218
Accurate Investment Solutions
Pennsylvania
$79K +$224 +3 +0.3%
KFS
2219
Kelly Financial Services
Massachusetts
$78.1K +$73.7K +985 New
NIM
2220
NuWave Investment Management
New Jersey
$78K -$88.4K -1,182 -55%
IP
2221
Intellectus Partners
California
$76K – – –
ST
2222
Sageworth Trust
Pennsylvania
$75K +$69.7K +932 +6,657%
HL
2223
Harding Loevner
New Jersey
$73K – – –
FGAM
2224
Financial Gravity Asset Management
Texas
$72K +$68K +909 New
IC
2225
Inscription Capital
Texas
$71K -$40.4K -540 -38%