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Name Holding Trade Value Shares
Change
Change in
Stake
SPFA
1301
Summit Place Financial Advisors
New Jersey
$375K -$132K -1,975 -29%
SIM
1302
Sentry Investment Management
Wisconsin
$370K -$32.4K -484 -9%
CA
1303
Calton & Associates
Florida
$370K +$317K +4,737 New
PCS
1304
Personal CFO Solutions
New Jersey
$369K -$22.8K -341 -7%
RWM
1305
Ritholtz Wealth Management
New York
$369K +$10.2K +152 +3%
ATS
1306
Ashton Thomas Securities
New York
$368K +$41.7K +624 +15%
AWA
1307
Aaron Wealth Advisors
Illinois
$367K +$315K +4,710 New
RPCONE
1308
Retirement Planning Company of New England
Rhode Island
$367K -$11.8K -177 -4%
PWG
1309
Portside Wealth Group
Utah
$367K +$44.4K +664 +16%
CH
1310
Canton Hathaway
Rhode Island
$366K
TCM
1311
Traynor Capital Management
Pennsylvania
$364K +$312K +4,662 New
OS
1312
Objectivity Squared
South Carolina
$363K +$26K +388 +9%
PP
1313
Pegasus Partners
Wisconsin
$363K +$71K +1,062 +30%
CWS
1314
Confluence Wealth Services
Pennsylvania
$362K
BTWM
1315
Baker Tilly Wealth Management
Wisconsin
$362K +$47.2K +706 +18%
ACL
1316
Applied Capital LLC
Florida
$361K -$3.68K -55 -1%
MIS
1317
Morningstar Investment Services
Illinois
$361K +$74K +1,107 +31%
CIA
1318
Choate Investment Advisors
Massachusetts
$359K -$134 -2 -0%
FIM
1319
Freedom Investment Management
Connecticut
$359K +$308K +4,598 New
CIC
1320
Chase Investment Counsel
Virginia
$358K -$448K -6,697 -59%
BPCE
1321
Bank Pictet & Cie (Europe)
Germany
$358K +$40.3K +602 +15%
NAS
1322
Nicolet Advisory Services
Wisconsin
$357K +$36.1K +539 +13%
IB
1323
Intrust Bank
Kansas
$354K +$201 +3 +0.1%
BIG
1324
Brooklyn Investment Group
New York
$354K -$18K -269 -6%
SFS
1325
Sharp Financial Services
Pennsylvania
$353K -$78.6K -1,175 -21%