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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
1826
Ironwood Investment Management
Massachusetts
$652K
PAWC
1827
P.A.W. Capital
Connecticut
$650K
AFP
1828
Ausdal Financial Partners
Iowa
$649K -$5.56K -140 -0.8%
TIA
1829
Tiemann Investment Advisors
California
$649K +$12.6K +318 +2%
MJP
1830
Michael J. Puzo
$648K -$45K -1,133 -7%
APW
1831
Acima Private Wealth
Virginia
$648K
LFASL
1832
Lugano Financial Advisors SA (LFA)
Switzerland
$648K +$38K +958 +6%
AIM
1833
Avity Investment Management
Connecticut
$643K +$84.3K +2,122 +16%
AFC
1834
AFT Forsyth & Company
Florida
$637K +$25.1K +632 +4%
TC
1835
Trust Company
Kansas
$636K -$3.25M -81,756 -84%
CA
1836
Cornerstone Advisory
Maryland
$635K -$3.49K -88 -0.6%
JGIA
1837
Jackson Grant Investment Advisers
Connecticut
$633K +$4.13K +104 +0.7%
JFA
1838
JNBA Financial Advisors
Minnesota
$632K +$21.9K +552 +4%
EWA
1839
ERTS Wealth Advisors
Michigan
$631K
CWM
1840
CCG Wealth Management
California
$631K +$35.6K +896 +6%
VFP
1841
Verus Financial Partners
Virginia
$631K +$164K +4,135 +37%
IC
1842
InterOcean Capital
Illinois
$629K -$61.9K -1,559 -9%
RWA
1843
River Wealth Advisors
Pennsylvania
$629K -$10.1K -254 -2%
HEIP
1844
Hudson Edge Investment Partners
New Jersey
$628K
GIP
1845
Granite Investment Partners
California
$627K -$114K -2,865 -16%
RHBC
1846
R.H. Bluestein & Co
Michigan
$627K +$18.2K +458 +3%
WIM
1847
Westside Investment Management
California
$627K +$606K +15,260 New
CMI
1848
Clare Market Investments
Texas
$626K +$1.19K +30 +0.2%
KMWM
1849
Keudell/Morrison Wealth Management
Oregon
$625K +$290K +7,298 +68%
RWM
1850
RKL Wealth Management
Pennsylvania
$622K +$89K +2,241 +17%