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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1226
Cohen Investment Advisors
New Hampshire
$3.13M +$3.16K +62 +0.1%
TAM
1227
Trust Asset Management
Texas
$3.12M +$186K +3,645 +7%
SC
1228
Schulhoff & Co
Ohio
$3.12M -$4.28K -84 -0.1%
OPW
1229
Oxler Private Wealth
New York
$3.12M +$16.9K +332 +0.6%
MAMU
1230
Myriad Asset Management US
Florida
$3.12M +$3.03M +59,500 New
ISWM
1231
Independent Solutions Wealth Management
New York
$3.11M -$302K -5,925 -9%
WB
1232
Webster Bank
Connecticut
$3.09M -$33.9K -665 -1%
SS
1233
Simplicity Solutions
Minnesota
$3.09M +$588K +11,531 +24%
FHB
1234
First Hawaiian Bank
Hawaii
$3.08M +$183K +3,595 +7%
CWS
1235
Confluence Wealth Services
Pennsylvania
$3.06M +$616K +12,088 +24%
JWM
1236
Jeppson Wealth Management
California
$3.06M +$106K +2,074 +4%
E
1237
Ergoteles
New York
$3.06M +$1.1M +21,598 +59%
LOAME
1238
Lombard Odier Asset Management (Europe)
United Kingdom
$3.06M -$462K -9,071 -13%
NEPPG
1239
New England Professional Planning Group
Rhode Island
$3.06M -$115K -2,266 -4%
MFA
1240
Mayflower Financial Advisors
Massachusetts
$3.05M -$117K -2,287 -4%
NWM
1241
NEIRG Wealth Management
Massachusetts
$3.05M +$1.21M +23,727 +69%
CWM
1242
Cornerstone Wealth Management
Missouri
$3.04M +$175K +3,440 +6%
EFSCE
1243
Enterprise Financial Services Corp (EFSC)
Missouri
$3.04M +$118K +2,314 +4%
AFM
1244
Abbot Financial Management
Massachusetts
$3.04M -$4.94K -97 -0.2%
CAL
1245
Capital Analysts LLC
Pennsylvania
$3.04M +$58.8K +1,153 +2%
GCM
1246
Graham Capital Management
Connecticut
$3.04M +$2.96M +58,005 New
IA
1247
IFG Advisory
Georgia
$3.03M +$529K +10,385 +22%
DF
1248
Donoghue Forlines
Massachusetts
$3.03M -$1.3M -25,581 -31%
SWP
1249
Strategic Wealth Partners
Ohio
$3.03M +$1.13M +22,163 +62%
IWM
1250
IHT Wealth Management
Illinois
$3.03M +$6.17K +121 +0.2%