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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
2201
Sterneck Capital Management
Missouri
$743K -$78.7K -1,641 -10%
BSSFA
2202
Baron Silver Stevens Financial Advisors
Florida
$743K -$9.78K -204 -1%
SMH
2203
Sanders Morris Harris
Texas
$741K
RWM
2204
RKL Wealth Management
Pennsylvania
$740K +$11.7K +245 +2%
CWM
2205
Castle Wealth Management
Florida
$739K -$20K -417 -3%
CAM
2206
Covenant Asset Management
New Jersey
$739K -$94.4K -1,970 -12%
SP
2207
Successful Portfolios
Florida
$739K +$192 +4 +0%
MWM
2208
Merriman Wealth Management
Washington
$738K -$41.9K -874 -6%
CCB
2209
Cutter & Co Brokerage
Missouri
$738K -$3.93K -82 -0.6%
PIA
2210
Pinion Investment Advisors
Kansas
$736K -$94.1K -1,963 -12%
NF
2211
Norwood Financial
Pennsylvania
$732K +$7.19K +150 +1%
CAM
2212
Campion Asset Management
Virginia
$731K -$16.1K -335 -2%
PIA
2213
Powell Investment Advisors
Florida
$730K -$1.53K -32 -0.2%
AT
2214
American Trust
Kentucky
$730K +$97.6K +2,036 +17%
CFA
2215
Camarda Financial Advisors
Florida
$729K +$21.9K +456 +3%
IDBONY
2216
Israel Discount Bank of New York
New York
$729K -$72.1K -1,504 -10%
WGAM
2217
Wilkinson Global Asset Management
New York
$728K -$52.7K -1,100 -7%
EI
2218
Ellevest Inc
New York
$727K +$372K +7,750 +120%
TC
2219
Truvestments Capital
Florida
$725K +$1.29K +27 +0.2%
CA
2220
Crewe Advisors
Utah
$725K -$65.5K -1,367 -9%
KIG
2221
Kowal Investment Group
Wisconsin
$725K -$41K -856 -6%
EWM
2222
EPG Wealth Management
Georgia
$723K -$47.8K -996 -7%
HBCM
2223
Heron Bay Capital Management
Michigan
$723K -$9.92K -207 -1%
VC
2224
Vicus Capital
Pennsylvania
$722K -$105K -2,194 -13%
CF
2225
Copperwynd Financial
Arizona
$721K -$11K -229 -2%