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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1101
Optimum Investment Advisors
Illinois
$814K +$23.6K +1,387 +3%
VCM
1102
Virtue Capital Management
Tennessee
$812K -$95.2K -5,591 -10%
BHPW
1103
Beverly Hills Private Wealth
California
$811K +$447K +26,256 +83%
BI
1104
Ballast Inc
Kentucky
$810K +$79.7K +4,681 +10%
IAMOG
1105
Investors Asset Management of Georgia
Georgia
$810K -$27.2K -1,599 -3%
MCA
1106
MSH Capital Advisors
Arizona
$809K +$1.6K +94 +0.2%
LWM
1107
Laidlaw Wealth Management
New York
$808K +$9.15K +537 +1%
LF
1108
Lantz Financial
Illinois
$808K +$45.2K +2,655 +6%
CPIG
1109
Chicago Partners Investment Group
Illinois
$806K +$86K +5,051 +10%
MCM
1110
Monarch Capital Management
Indiana
$804K -$410K -24,044 -32%
TW
1111
Towerpoint Wealth
California
$804K +$102K +5,976 +13%
CWM
1112
C2C Wealth Management
Arizona
$803K -$35.5K -2,087 -3%
SB
1113
Strategic Blueprint
Georgia
$802K -$47.7K -2,802 -5%
LSA
1114
Lion Street Advisors
Texas
$800K +$137K +8,062 +34%
CT
1115
Cambridge Trust
Massachusetts
$799K -$118K -6,947 -12%
SCM
1116
Stevens Capital Management
Pennsylvania
$798K +$852K +50,024 New
PWLP
1117
Prio Wealth Limited Partnership
Massachusetts
$798K -$63.7K -3,740 -7%
LOAMS
1118
Lombard Odier Asset Management (Switzerland)
Switzerland
$797K -$139K -8,175 -14%
Financial Engines Advisors
1119
Financial Engines Advisors
California
$797K -$190K -11,160 -18%
BAM
1120
Byrne Asset Management
New Jersey
$795K +$63.2K +3,710 +8%
BTWM
1121
Baker Tilly Wealth Management
Wisconsin
$792K +$31.4K +1,845 +4%
HCM
1122
Highview Capital Management
Illinois
$788K -$11.1K -654 -1%
AIM
1123
Anchor Investment Management
South Carolina
$782K -$158K -9,258 -16%
MWM
1124
Modera Wealth Management
New Jersey
$780K +$340K +19,945 +69%
GWM
1125
Gray Wealth Management
Maine
$780K +$118K +6,913 +16%