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Name Holding Trade Value Shares
Change
Change in
Stake
FNBOSM
2326
First National Bank of South Miami
Florida
$96K – – –
BIA
2327
Bell Investment Advisors
California
$96K +$4.8K +30 +6%
MAWCM
2328
Mine & Arao Wealth Creation & Management
California
$94K +$320 +2 +0.4%
LSV Asset Management
2329
LSV Asset Management
Illinois
$91K – – –
RCG
2330
Rock Creek Group
District of Columbia
$91K +$12.3K +77 +18%
LTI
2331
Laffer Tengler Investments
Tennessee
$89.4K – – –
BBPWM
2332
Blue Bell Private Wealth Management
Pennsylvania
$87K +$76.4K +477 New
FWM
2333
Focused Wealth Management
New York
$84K +$1.92K +12 +3%
PO
2334
Private Ocean
California
$82K – – –
OF
2335
Outfitter Financial
Maine
$82K +$72K +450 New
CSWM
2336
Cassady Schiller Wealth Management
Ohio
$80K +$69.8K +436 New
AFS
2337
Annapolis Financial Services
Maryland
$78K -$33.9K -212 -33%
SIS
2338
Sound Income Strategies
Florida
$75K -$8.32K -52 -11%
CYG
2339
Clean Yield Group
Vermont
$74K – – –
EI
2340
Ellevest Inc
New York
$74K +$4.64K +29 +8%
IUHSA
2341
Itau Unibanco Holding S.A.
Brazil
$72K +$24.7K +154 +65%
SAM
2342
Strategic Asset Management
Minnesota
$71K +$320 +2 +0.5%
RWA
2343
RGT Wealth Advisors
Texas
$71K +$61.8K +386 New
VC
2344
Vestor Capital
Illinois
$70K – – –
MFC
2345
Mechanics Financial Corp
Ohio
$70K +$61.6K +385 New
PH
2346
Pinnacle Holdings
Oklahoma
$67.3K – – –
ICM
2347
Islay Capital Management
Texas
$65K +$8.8K +55 +18%
WIA
2348
Wealthstreet Investment Advisors
Texas
$64K – – –
FFA
2349
Freedman Financial Associates
Massachusetts
$62K – – –
AWM
2350
Atticus Wealth Management
Florida
$61K -$86.6K -541 -62%