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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
2201
Ipswich Investment Management
Massachusetts
$13.9M -$425K -2,068 -3%
EFG
2202
Ethos Financial Group
Pennsylvania
$13.9M +$2.36M +11,462 +19%
LCM
2203
LCM Capital Management
Illinois
$13.9M +$78.5K +382 +0.6%
SSWM
2204
Strait & Sound Wealth Management
California
$13.8M -$379K -1,843 -3%
NME
2205
Notis-McConarty Edward
$13.8M -$192K -932 -1%
FFM
2206
Forum Financial Management
Illinois
$13.8M +$2.92M +14,205 +26%
AFM
2207
Abbot Financial Management
Massachusetts
$13.8M -$164K -798 -1%
AGC
2208
ARP Global Capital
$13.8M +$14.2M +69,000 New
DA
2209
Dougherty & Associates
Florida
$13.8M -$542K -2,638 -4%
SSWM
2210
Sheets Smith Wealth Management
North Carolina
$13.8M -$188K -916 -1%
NB
2211
NBT Bank
New York
$13.7M -$561K -2,729 -4%
OC
2212
Oarsman Capital
Wisconsin
$13.7M -$417K -2,027 -3%
LG
2213
Leuthold Group
Minnesota
$13.7M +$4.78M +23,227 +51%
CP
2214
Cornerstone Planning
North Carolina
$13.7M +$40.5K +197 +0.3%
SCA
2215
Sage Capital Advisors
South Dakota
$13.7M +$28.6K +139 +0.2%
EMB
2216
Elefante Mark B
$13.6M +$2.51M +12,213 +22%
KIG
2217
Kennedy Investment Group
New Jersey
$13.6M +$158K +770 +1%
SP
2218
Stonebrook Private
Michigan
$13.6M +$623K +3,031 +5%
TPM
2219
Totem Point Management
New York
$13.6M -$1.81M -8,806 -11%
PBCM
2220
Point Break Capital Management
Florida
$13.6M +$1.75M +8,505 +14%
EI
2221
Ellevest Inc
New York
$13.6M +$142K +691 +1%
OC
2222
Opal Capital
Florida
$13.5M +$2.43M +11,814 +21%
AWM
2223
Aviso Wealth Management
Washington
$13.5M -$96.4K -469 -0.7%
RMC
2224
Resources Management Corp
Connecticut
$13.5M -$955K -4,646 -6%
PNFS
2225
PW Nova Financial Services
Pennsylvania
$13.5M +$566K +2,754 +4%