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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2051
Proathlete Wealth Management
Florida
$26K
ITIM
2052
Indiana Trust & Investment Management
Indiana
$25.3K
HWP
2053
Highline Wealth Partners
California
$25.2K -$183K -1,847 -88%
CFM
2054
Cornerstone Financial Management
Massachusetts
$25.2K +$10.6K +107 +73%
BWM
2055
Bernard Wealth Management
Michigan
$24.8K
OSNBOA
2056
Old Second National Bank of Aurora
Illinois
$24.8K
RAM
2057
Ramirez Asset Management
New York
$24.8K
SIS
2058
Strategic Investment Solutions
Illinois
$24.8K
CA
2059
Crewe Advisors
Utah
$24.8K +$8.12K +82 +49%
FCMT
2060
Founders Capital Management (Texas)
Texas
$23.9K +$14K +141 +141%
KFI
2061
Key Financial Inc
Pennsylvania
$23.8K -$3.46K -35 -13%
KAS
2062
Kemnay Advisory Services
New York
$23.6K -$10.8K -109 -31%
AIM
2063
Axiom Investment Management
New York
$23.1K
SMBT
2064
Southern Michigan Bank & Trust
Michigan
$23K
RP
2065
Raelipskie Partnership
Ontario, Canada
$22.8K +$20.8K +210 +1,050%
HFM
2066
Hartford Financial Management
Connecticut
$21.3K
WETS
2067
Wealth Enhancement Trust Services
South Dakota
$20.8K -$967K -9,763 -98%
PWMG
2068
Private Wealth Management Group
New Jersey
$20.4K -$3.07K -31 -13%
OC
2069
Oakworth Capital
Alabama
$20.4K
STB
2070
S&T Bank
Pennsylvania
$19.6K +$13.9K +140 +246%
CHC
2071
City Holding Co
West Virginia
$19.5K -$2.48K -25 -11%
DIP
2072
DT Investment Partners
Pennsylvania
$19.4K
FMP
2073
Financial Management Professionals
Texas
$19.4K +$3.76K +38 +24%
LAS
2074
Lloyd Advisory Services
Georgia
$19.4K +$18.5K +187 +2,338%
LF
2075
LifeSteps Financial
California
$19.2K +$19.1K +193 New