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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1876
Acropolis Investment Management
Missouri
$552K +$13.4K +62 +2%
QPWM
1877
Quadrant Private Wealth Management
Pennsylvania
$552K +$65.8K +304 +12%
AWS
1878
AJ Wealth Strategies
New York
$547K
WKWM
1879
Walter & Keenan Wealth Management
Indiana
$547K
AWA
1880
Alta Wealth Advisors
Massachusetts
$547K +$627K +2,898 New
IPAM
1881
ICICI Prudential Asset Management
India
$547K +$627K +2,900 New
IC
1882
Inscription Capital
Texas
$546K +$409K +1,890 +188%
FLPIM
1883
F.L. Putnam Investment Management
Massachusetts
$545K -$16.2K -75 -3%
HIP
1884
HUB Investment Partners
Texas
$545K +$8.01K +37 +1%
FPCP
1885
Fort Point Capital Partners
California
$544K +$74.4K +344 +14%
VWA
1886
Visionary Wealth Advisors
Illinois
$543K -$113K -524 -15%
RMDI
1887
R.M. Davis Inc
Maine
$543K -$73.1K -338 -10%
GDP
1888
Great Diamond Partners
Maine
$542K +$866 +4 +0.1%
JSL
1889
JT Stratford LLC
Georgia
$539K -$764K -3,531 -55%
NPA
1890
Nichols & Pratt Advisers
Massachusetts
$538K -$43.3K -200 -7%
MIC
1891
Means Investment Company
Maine
$537K +$93.7K +433 +18%
PGWM
1892
Pitti Group Wealth Management
New York
$536K +$615K +2,843 New
PCM
1893
Palisade Capital Management
New Jersey
$535K +$281K +1,300 +84%
MCA
1894
Magnolia Capital Advisors
Mississippi
$534K -$59.1K -273 -9%
WMS
1895
Wealth Management Solutions
Pennsylvania
$534K +$612K +2,830 New
OFS
1896
Orrstown Financial Services
Pennsylvania
$534K +$618K +2,855 New
ACM
1897
Allred Capital Management
Texas
$533K -$78.8K -364 -11%
AA
1898
Aire Advisors
California
$531K +$609K +2,813 New
PCG
1899
Private Capital Group
Connecticut
$530K -$39.4K -182 -6%
CC
1900
Callan Capital
California
$530K