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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1901
Perigon Wealth Management
California
$443K -$68K -1,871 -13%
LWA
1902
Lenox Wealth Advisors
New York
$443K +$32.9K +905 +7%
FSC
1903
Full Sail Capital
Oklahoma
$442K +$178K +4,888 +62%
BMCM
1904
Bryn Mawr Capital Management
Pennsylvania
$441K -$53.1K -1,460 -10%
KA
1905
Klingman & Associates
New York
$441K -$3.06K -84 -0.6%
PP
1906
PDS Planning
Ohio
$441K +$126K +3,464 +37%
SG
1907
StoneX Group
New York
$440K +$42.7K +1,174 +10%
NG
1908
Northstar Group
New York
$439K +$2.11K +58 +0.5%
RWM
1909
Ritholtz Wealth Management
New York
$439K +$56.3K +1,549 +14%
WAG
1910
Winthrop Advisory Group
Massachusetts
$437K +$436 +12 +0.1%
GI
1911
Gradient Investments
Minnesota
$437K +$16.9K +465 +4%
IMC Chicago
1912
IMC Chicago
Illinois
$437K +$467K +12,834 New
HBWM
1913
Hollow Brook Wealth Management
New York
$434K – – –
APC
1914
Aspire Private Capital
North Carolina
$432K +$250K +6,881 +119%
GWI
1915
Grace & White Inc
New York
$431K – – –
SCM
1916
Stellar Capital Management
Arizona
$430K +$509 +14 +0.1%
KLI
1917
Kelman-Lazarov Inc
Tennessee
$429K -$3.13K -86 -0.7%
MA
1918
MCF Advisors
Kentucky
$429K +$109 +3 +0%
PPP
1919
Private Portfolio Partners
New Jersey
$428K -$375K -10,305 -45%
LCAM
1920
London & Capital Asset Management
United Kingdom
$428K +$34K +935 +8%
WCM
1921
Wedge Capital Management
North Carolina
$426K -$29.6M -813,789 -98%
CF
1922
Corrigan Financial
Rhode Island
$424K +$99.7K +2,741 +28%
WA
1923
Winfield Associates
Ohio
$423K -$241K -6,640 -35%
MIP
1924
Marietta Investment Partners
Wisconsin
$423K – – –
BI
1925
Ballast Inc
Kentucky
$421K -$15.2K -417 -3%