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Name Holding Trade Value Shares
Change
Change in
Stake
NIA
701
NIA Impact Advisors
California
$250K – – –
SAM
702
Synergy Asset Management
Washington
$249K -$38.3K -415 -14%
DBRC
703
D.B. Root & Company
Pennsylvania
$248K +$739 +8 +0.3%
JCM
704
J2 Capital Management
Michigan
$247K +$5.17K +56 +2%
HGWM
705
Horst & Graben Wealth Management
Oregon
$247K -$2.13K -23 -0.9%
AWA
706
Aaron Wealth Advisors
Illinois
$245K -$251K -2,719 -51%
DC
707
Davenport & Co
Virginia
$245K +$4.34K +47 +2%
CIBC Private Wealth Group
708
CIBC Private Wealth Group
Georgia
$244K +$14K +152 +6%
JMFC
709
J.M. Forbes & Co
Massachusetts
$243K -$6.28K -68 -3%
MPM
710
MBB Public Markets
Illinois
$242K -$54.6K -591 -19%
MPWT
711
MassMutual Private Wealth & Trust
Connecticut
$242K +$48.5K +525 +26%
DWM
712
Drive Wealth Management
Utah
$241K -$10.8K -117 -4%
FMLI
713
Fukoku Mutual Life Insurance
Japan
$240K – – –
IF
714
Integrity Financial
Wyoming
$235K -$35.1K -380 -13%
Los Angeles Capital Management
715
Los Angeles Capital Management
California
$234K -$6.37K -69 -3%
MMA
716
Miracle Mile Advisors
California
$230K +$224K +2,424 New
MCM
717
Monument Capital Management
Virginia
$230K -$2.77M -29,973 -93%
IWM
718
IHT Wealth Management
Illinois
$228K -$4.8K -52 -2%
AC
719
Avestar Capital
New York
$228K -$11.3K -122 -5%
PFM
720
Patton Fund Management
Texas
$228K +$221K +2,396 New
PRP
721
Peak Retirement Planning
Ohio
$225K +$219K +2,369 New
RG
722
Rathbones Group
United Kingdom
$225K -$4.53K -49 -2%
ETC
723
Exchange Traded Concepts
Oklahoma
$224K +$58.4K +632 +37%
LAM
724
L2 Asset Management
Massachusetts
$223K -$831 -9 -0.4%
IFWM
725
Institute for Wealth Management
Colorado
$221K -$128K -1,383 -37%