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Name Holding Trade Value Shares
Change
Change in
Stake
GG
3001
Gleason Group
Kentucky
$97.5K +$46.6K +1,080 +83%
GPI
3002
General Partner Inc
Pennsylvania
$96.7K +$6.82K +158 +7%
AA
3003
AlphaMark Advisors
Kentucky
$95K +$14K +325 +16%
CWM
3004
Compass Wealth Management
Connecticut
$94.8K -$432 -10 -0.4%
Cohen & Steers
3005
Cohen & Steers
New York
$90K
BIA
3006
Bell Investment Advisors
California
$88.5K -$34K -788 -27%
PWMA
3007
Pension & Wealth Management Advisors
Massachusetts
$85.4K +$34.9K +809 +63%
FCA
3008
Fortis Capital Advisors
Kansas
$84.8K -$32.1K -743 -26%
AW
3009
Avion Wealth
Texas
$84K +$37K +857 +109%
ICM
3010
Islay Capital Management
Texas
$82.5K
SVCP
3011
Silicon Valley Capital Partners
California
$81.6K +$864 +20 +1%
GIS
3012
Grayhawk Investment Strategies
Alberta, Canada
$81K +$59.5K +1,377 +1,449%
GGI
3013
Godsey & Gibb Inc
Virginia
$80.7K +$85.4K +1,978 New
CH
3014
Canton Hathaway
Rhode Island
$80K
OBWP
3015
O'Brien Wealth Partners
Massachusetts
$79.9K -$20.9K -485 -20%
IWP
3016
IAG Wealth Partners
Wisconsin
$77.5K +$21.6K +500 +36%
RDIA
3017
RE Dickinson Investment Advisors
Iowa
$76K -$11.6K -269 -13%
TCM
3018
Tradewinds Capital Management
Washington
$75K -$1.73K -40 -2%
CCM
3019
Carderock Capital Management
Maryland
$73.4K +$77.7K +1,800 New
CWM
3020
Cedar Wealth Management
California
$73.4K -$44.5K -1,030 -36%
HWM
3021
HighMark Wealth Management
Minnesota
$72.2K +$691 +16 +0.9%
CMANY
3022
Capital Management Associates (New York)
New York
$71K -$16.2K -374 -18%
CM
3023
Cornerstone Management
Georgia
$70.5K
SC
3024
Steph & Co
Wisconsin
$70.5K
TC
3025
Tacita Capital
Ontario, Canada
$70K +$32.4K +750 +79%