Name Holding Trade Value Shares
Change
Change in
Stake
APW
2301
Aventura Private Wealth
Florida
$321K +$328K +12,095 New
LT
2302
Legacy Trust
Michigan
$320K -$32K -1,179 -9%
SC
2303
Sykon Capital
New York
$319K – – –
GIA
2304
GHP Investment Advisors
Colorado
$319K -$45.9K -1,691 -12%
NJIM
2305
Nabity-Jensen Investment Management
Nebraska
$318K – – –
EA
2306
Eclectic Associates
California
$318K -$25.2K -929 -7%
NP
2307
Nilsine Partners
Colorado
$317K -$146K -5,368 -31%
GWM
2308
Gibbs Wealth Management
Georgia
$316K +$51.6K +1,904 +19%
HFS
2309
Howard Financial Services
Texas
$316K -$35.2K -1,299 -10%
CGFA
2310
Colton Groome Financial Advisors
North Carolina
$315K -$14.1K -521 -4%
CNB
2311
Camden National Bank
Maine
$315K -$4.12K -152 -1%
BW
2312
BIP Wealth
Georgia
$314K +$32K +1,180 +11%
FWM
2313
Forza Wealth Management
Florida
$314K -$187K -6,908 -37%
CRIG
2314
Charter Research & Investment Group
Connecticut
$314K -$61.2K -2,258 -16%
BC
2315
Broadwater Capital
Massachusetts
$313K – – –
AFM
2316
Armstrong Fleming & Moore
District of Columbia
$313K -$19.2K -707 -6%
FFS
2317
Founders Financial Securities
Maryland
$312K -$47.7K -1,759 -13%
SCA
2318
Sulzberger Capital Advisors
Florida
$312K +$319K +11,770 New
MLA
2319
My Legacy Advisors
Oregon
$312K +$6.48K +239 +2%
PCA
2320
Prosperity Capital Advisors
Ohio
$312K -$12.5K -462 -4%
SIC
2321
Sigma Investment Counselors
Michigan
$310K -$1.6K -59 -0.5%
SCI
2322
S&CO Inc
Massachusetts
$310K – – –
BBPWM
2323
Blue Bell Private Wealth Management
Pennsylvania
$309K -$9.82K -362 -3%
MC
2324
Mirabaud & Cie
Switzerland
$309K -$67.8K -2,500 -18%
WAM
2325
Walker Asset Management
Missouri
$308K +$13.9K +513 +5%