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Name Holding Trade Value Shares
Change
Change in
Stake
LAM
1076
L2 Asset Management
Massachusetts
$214K +$220K +1,265 New
CCWM
1077
Cassaday & Co Wealth Management
Virginia
$213K -$54K -310 -20%
MS
1078
Millington Securities
New Jersey
$213K +$219K +1,259 New
WI
1079
WBI Investments
New Jersey
$213K +$219K +1,259 New
IA
1080
Invested Advisors
Pennsylvania
$212K -$697 -4 -0.3%
GWP
1081
Gateway Wealth Partners
Wisconsin
$212K +$219K +1,256 New
SWM
1082
Spire Wealth Management
Virginia
$212K -$197K -1,133 -47%
OWP
1083
Obermeyer Wealth Partners
Colorado
$211K +$218K +1,250 New
PCM
1084
Polymer Capital Management
New York
$211K -$2.31M -13,273 -91%
CCG
1085
Catalina Capital Group
California
$210K +$1.74K +10 +0.8%
AWM
1086
Accel Wealth Management
Iowa
$210K -$7.84K -45 -3%
LBC
1087
Leigh Baldwin & Co
New York
$210K +$349 +2 +0.2%
PCM
1088
Permanent Capital Management
Illinois
$210K -$68.5K -393 -30%
OL
1089
Odyssean LLC
Connecticut
$209K – – –
GIP
1090
Granite Investment Partners
California
$209K -$118K -677 -35%
PWM
1091
Pathway Wealth Management
Texas
$207K +$214K +1,225 New
QPWM
1092
Quadrant Private Wealth Management
Pennsylvania
$207K +$212K +1,218 New
FLPIM
1093
F.L. Putnam Investment Management
Massachusetts
$206K -$31K -178 -13%
PCM
1094
Poehling Capital Management
Wisconsin
$205K +$212K +1,215 New
OF
1095
Optimize Financial
California
$204K +$211K +1,208 New
KAS
1096
KPP Advisory Services
Kentucky
$204K +$210K +1,206 New
GA
1097
GSG Advisors
New Jersey
$203K +$209K +1,202 New
WFS
1098
Widmann Financial Services
Maryland
$203K +$209K +1,202 New
BHWA
1099
Beacon Harbor Wealth Advisors
Virginia
$203K +$209K +1,200 New
FAN
1100
Financial Advisors Network
California
$202K +$208K +1,195 New