Name Holding Trade Value Shares
Change
Change in
Stake
BW
2601
BIP Wealth
Georgia
$202K -$15.3K -555 -7%
GFPC
2602
Global Financial Private Client
Florida
$202K -$37.4K -1,360 -16%
HCA
2603
Horan Capital Advisors
Ohio
$202K – – –
WCA
2604
Westover Capital Advisors
Delaware
$202K -$2.81K -102 -1%
AIIMS
2605
Analyst IMS Investment Management Services
Israel
$201K +$198K +7,181 New
HIC
2606
Hartline Investment Corp
Illinois
$201K -$1.63M -59,204 -89%
BOM
2607
Bank of Marin
California
$201K -$12.2K -442 -6%
GWP
2608
Gateway Wealth Partners
Wisconsin
$201K -$51.6K -1,876 -21%
PGWM
2609
Parisi Gray Wealth Management
New Jersey
$200K -$16.1K -586 -8%
WA
2610
Wealthstream Advisors
New York
$200K -$4.32K -157 -2%
ME
2611
McIlrath & Eck
Washington
$199K +$2.86K +104 +1%
EP
2612
Elkhorn Partners
Nebraska
$196K +$44K +1,600 +30%
AAG
2613
Armstrong Advisory Group
Massachusetts
$194K +$13.2K +480 +7%
SAG
2614
Spotlight Asset Group
Illinois
$193K -$4.96K -180 -3%
MCM
2615
MV Capital Management
Maryland
$191K +$29.2K +1,060 +18%
FIA
2616
FNY Investment Advisers
New York
$186K +$128K +4,654 +233%
AWM
2617
AllSquare Wealth Management
New York
$186K – – –
NECFA
2618
New England Capital Financial Advisors
Connecticut
$185K +$220 +8 +0.1%
GWP
2619
Gen-Wealth Partners
Michigan
$182K -$79.4K -2,884 -31%
PH
2620
Pinnacle Holdings
Oklahoma
$182K – – –
CM
2621
Castleark Management
Illinois
$182K – – –
FC
2622
Fairscale Capital
New Hampshire
$179K +$167K +6,079 New
JCM
2623
Jag Capital Management
Missouri
$178K -$138K -5,000 -44%
HWA
2624
HHM Wealth Advisors
Tennessee
$177K +$14.8K +538 +9%
BHWM
2625
Beaird Harris Wealth Management
Texas
$175K -$1.54K -56 -0.9%