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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
1876
Greykasell Wealth Strategies
California
$41.9K +$48.6K +660 New
WA
1877
WPG Advisers
Maryland
$41.6K +$10.1K +137 +26%
IRAG
1878
Investment Research & Advisory Group
Georgia
$41.6K
RTC
1879
Riverview Trust Company
Washington
$41.6K +$6.18K +84 +15%
BWM
1880
Bernard Wealth Management
Michigan
$40.6K -$17.8K -242 -27%
DF
1881
DecisionPoint Financial
Arizona
$40.6K
KFI
1882
Key Financial Inc
Pennsylvania
$40.4K
FP
1883
Financial Perspectives
Minnesota
$40.3K +$74 +1 +0.2%
HBW
1884
Hazlett, Burt & Watson
West Virginia
$40K +$4.79K +65 +12%
AWM
1885
AllSquare Wealth Management
New York
$39.7K
CAM
1886
Chesapeake Asset Management
New York
$39K +$44.2K +600 +4,000%
BCMLT
1887
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.8K +$221 +3 +0.5%
IWM
1888
IMG Wealth Management
Florida
$38.4K
API
1889
Asset Planning Inc
California
$38.3K -$10K -136 -18%
FMP
1890
Financial Management Professionals
Texas
$38.3K +$9.13K +124 +26%
GG
1891
Gleason Group
Kentucky
$37.9K +$221 +3 +0.5%
RTL
1892
Red Tortoise LLC
Georgia
$37.8K
CCM
1893
Chilton Capital Management
Texas
$37.6K -$52.2K -709 -54%
NEWAS
1894
N.E.W. Advisory Services
Wisconsin
$37K +$42.8K +582 New
MVIP
1895
Mar Vista Investment Partners
California
$36.8K
TC
1896
Trust Company
Kansas
$36.6K +$30.3K +411 +249%
WOC
1897
West Oak Capital
California
$36.5K -$1.84K -25 -4%
APW
1898
Aventura Private Wealth
Florida
$36.1K +$1.55K +21 +4%
FMB
1899
Field & Main Bank
Kentucky
$34.9K -$3.68K -50 -8%
AT
1900
Avalon Trust
New Mexico
$34.1K +$1.99K +27 +5%