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Name Holding Trade Value Shares
Change
Change in
Stake
WMA
901
Wealth Management Associates
New Jersey
$490K +$110K +1,555 +30%
GVCM
902
Global View Capital Management
Wisconsin
$490K -$3.12K -44 -0.7%
ECM
903
EagleClaw Capital Management
Massachusetts
$488K
FZCM
904
Flynn Zito Capital Management
New York
$487K +$1.7K +24 +0.4%
AMIM
905
Aull & Monroe Investment Management
Alabama
$486K
CA
906
Claro Advisors
Massachusetts
$485K +$2.27K +32 +0.5%
SWP
907
Sagespring Wealth Partners
Tennessee
$485K +$133K +1,874 +40%
QIM
908
Quantitative Investment Management
Virginia
$484K -$183K -2,588 -28%
BRWA
909
B. Riley Wealth Advisors
Florida
$483K +$19.4K +274 +4%
VNIM
910
Vaughan Nelson Investment Management
Texas
$480K -$768K -10,845 -62%
VWA
911
Visionary Wealth Advisors
Illinois
$479K +$23.5K +332 +5%
PA
912
Parallel Advisors
California
$478K -$61.4K -867 -12%
NS
913
NBC Securities
Alabama
$477K +$155K +2,185 +51%
TIAA Trust, National Association
914
TIAA Trust, National Association
North Carolina
$477K +$36.1K +510 +9%
MT
915
Midwest Trust
Kansas
$476K -$4.96K -70 -1%
GWP
916
Gateway Wealth Partners
Wisconsin
$473K +$64.5K +910 +16%
LSIA
917
LaSalle St. Investment Advisors
Illinois
$470K +$1.2K +17 +0.3%
TP
918
TritonPoint Partners
Maryland
$468K +$451K +6,369 New
AWM
919
Aprio Wealth Management
Georgia
$466K +$321K +4,537 New
HR
920
Howe & Rusling
New York
$465K -$78.2K -1,104 -15%
DWP
921
Daymark Wealth Partners
Ohio
$464K +$11.7K +165 +3%
FAM
922
Frontier Asset Management
Wyoming
$461K +$444K +6,269 New
WWM
923
Western Wealth Management
Colorado
$461K -$56.4K -796 -11%
MFA
924
Mayflower Financial Advisors
Massachusetts
$458K -$49.7K -702 -10%
CI
925
Cigna Investments
Connecticut
$457K