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Name Holding Trade Value Shares
Change
Change in
Stake
ACIM
1851
Azimuth Capital Investment Management
Michigan
$218K -$282K -3,596 -59%
UAM
1852
Unison Asset Management
Florida
$218K +$194K +2,469 New
GWM
1853
Gibbs Wealth Management
Georgia
$217K -$542K -6,913 -74%
PHAM
1854
Palisades Hudson Asset Management
Florida
$216K +$192K +2,442 New
AF
1855
Arrow Financial
New York
$216K -$43.3K -552 -18%
RWI
1856
Red Wave Investments
Pennsylvania
$215K +$191K +2,437 New
BWM
1857
BCGM Wealth Management
Indiana
$215K +$191K +2,436 New
WA
1858
Wealthstream Advisors
New York
$215K -$19.9K -254 -9%
WAL
1859
W Advisors LLC
Tennessee
$215K -$20.8K -265 -10%
WAAG
1860
Wealth Alliance Advisory Group
Kansas
$215K +$191K +2,432 New
HWM
1861
Horizon Wealth Management
Illinois
$215K +$191K +2,431 New
HFS
1862
Howard Financial Services
Texas
$215K +$191K +2,430 New
NAG
1863
Northstar Advisory Group
New Jersey
$214K +$190K +2,424 New
CWA
1864
Consilium Wealth Advisory
Texas
$214K +$190K +2,419 New
FM
1865
Family Management
New York
$214K -$36.4K -464 -16%
AIM
1866
Acropolis Investment Management
Missouri
$213K -$49.5K -631 -21%
SCI
1867
S&CO Inc
Massachusetts
$213K +$190K +2,420 New
CWG
1868
Cornerstone Wealth Group
North Carolina
$213K -$2.16M -27,522 -92%
GA
1869
Goldstein Advisors
Wisconsin
$212K +$188K +2,398 New
CIG
1870
Cairn Investment Group
Washington
$212K +$188K +2,400 New
PWM
1871
Prentice Wealth Management
New York
$212K -$140K -1,780 -43%
TP
1872
Tranquility Partners
Tennessee
$211K +$188K +2,392 New
1W
1873
1776 Wealth
Georgia
$210K +$186K +2,374 New
LFS
1874
Legacy Financial Strategies
Kansas
$210K +$186K +2,371 New
QC
1875
Quent Capital
New York
$209K -$82.7K -1,054 -31%