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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
2226
Dakota Wealth Management
Florida
$398K -$5.32K -83 -1%
BWM
2227
BerganKDV Wealth Management
Minnesota
$398K +$10.3K +160 +3%
PGCM
2228
Prescott Group Capital Management
Oklahoma
$395K
AWM
2229
AllSquare Wealth Management
New York
$391K -$7.56K -118 -2%
CCB
2230
Cutter & Co Brokerage
Missouri
$387K +$76K +1,186 +25%
RWA
2231
RGT Wealth Advisors
Texas
$386K -$356K -5,557 -49%
BFG
2232
Bouchey Financial Group
New York
$385K +$5K +78 +1%
DOA
2233
D'Orazio & Associates
Virginia
$384K +$64 +1 +0%
LIM
2234
Lagoda Investment Management
New York
$383K -$23K -359 -6%
AP
2235
Atwood & Palmer
Missouri
$381K
HP
2236
Hartree Partners
New York
$381K +$17K +266 +5%
OA
2237
Opes Advisors
California
$381K +$370K +5,781 New
BMCM
2238
Bryn Mawr Capital Management
Pennsylvania
$379K +$29.5K +461 +9%
PG
2239
PEAK6 Group
Illinois
$378K -$691K -10,775 -65%
CCA
2240
Conestoga Capital Advisors
Pennsylvania
$377K -$68.9K -1,075 -16%
AWE
2241
Avidian Wealth Enterprises
Texas
$376K +$19.4K +302 +6%
JWA
2242
JFS Wealth Advisors
Pennsylvania
$373K
EWM
2243
Evermay Wealth Management
Virginia
$371K -$15.1K -235 -4%
HIM
2244
Hillsdale Investment Management
Ontario, Canada
$371K
GEM
2245
Global Endowment Management
North Carolina
$370K -$21.8K -340 -6%
GS
2246
Girard Securities
California
$368K -$256K -3,991 -42%
CL
2247
CIM LLC
New York
$366K
KIC
2248
Keating Investment Counselors
Florida
$363K +$13.3K +208 +4%
PVH
2249
Psagot Value Holdings
Israel
$362K
MIAN
2250
Mariner Independent Advisor Network
Kansas
$362K +$352K +5,500 New