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Name Holding Trade Value Shares
Change
Change in
Stake
SMA
2076
Sage Mountain Advisors
Georgia
$211K +$86.5K +650 +55%
RIG
2077
Roosevelt Investment Group
New York
$210K +$60.6K +455 +33%
LWAM
2078
Legacy Wealth Asset Management
Minnesota
$209K
JWM
2079
Jeppson Wealth Management
California
$209K +$28.6K +215 +13%
PP
2080
Patron Partners
Texas
$208K -$179K -1,344 -43%
AWM
2081
Accel Wealth Management
Iowa
$208K -$6.25K -47 -3%
EWM
2082
Evermay Wealth Management
Virginia
$208K +$1.86K +14 +0.8%
MC
2083
Machina Capital
France
$208K +$240K +1,800 New
PCM
2084
Palisade Capital Management
New Jersey
$207K -$140K -1,050 -37%
WA
2085
WBH Advisory
Maryland
$207K -$103K -775 -26%
LG
2086
LaFleur & Godfrey
Michigan
$207K +$238K +1,786 New
CWM
2087
Calamos Wealth Management
Illinois
$206K -$295K -2,220 -56%
SDWMA
2088
Schneider Downs Wealth Management Advisors
Pennsylvania
$206K -$83K -624 -26%
TP
2089
Tranquility Partners
Tennessee
$205K
BFC
2090
Bedel Financial Consulting
Indiana
$204K +$1.33K +10 +0.6%
AWG
2091
Altus Wealth Group
Colorado
$204K +$10.5K +79 +5%
GWS
2092
Glassman Wealth Services
Virginia
$203K +$64K +481 +38%
EWA
2093
Encompass Wealth Advisors
Oregon
$201K +$26.2K +197 +13%
AMR
2094
Asset Management Resources
Massachusetts
$201K +$231K +1,736 New
Fiera Capital (Canada)
2095
Fiera Capital (Canada)
Quebec, Canada
$200K -$1.2M -9,043 -84%
CAM
2096
Cozad Asset Management
Illinois
$200K -$47.4K -356 -17%
LWMG
2097
Levy Wealth Management Group
Pennsylvania
$200K
AWM
2098
AllSquare Wealth Management
New York
$199K -$6.65K -50 -3%
SC
2099
SouthState Corp
Florida
$194K +$44.5K +334 +25%
OIA
2100
Optimum Investment Advisors
Illinois
$193K +$16.9K +127 +8%