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Name Holding Trade Value Shares
Change
Change in
Stake
GAG
2226
Goodman Advisory Group
Massachusetts
$25K -$30.9K -1,699 -51%
BL
2227
Bleichroeder LP
New York
$25K – – –
CIR
2228
Clear Investment Research
Georgia
$25K – – –
BA
2229
Bellwether Advisors
Nebraska
$24K – – –
AWM
2230
Abound Wealth Management
Tennessee
$23.7K +$28.1K +1,547 New
RWM
2231
Raffa Wealth Management
District of Columbia
$23.4K +$73 +4 +0.3%
Kayne Anderson Rudnick Investment Management
2232
Kayne Anderson Rudnick Investment Management
California
$23K – – –
MCA
2233
Maryland Capital Advisors
Maryland
$23K – – –
SC
2234
Siena Capital
Ohio
$23K – – –
S
2235
Surevest
California
$22K -$5.66K -311 -18%
CMANY
2236
Capital Management Associates (New York)
New York
$22K – – –
APW
2237
Axim Planning & Wealth
Ohio
$22K +$25.1K +1,380 +4,182%
WA
2238
Win Advisors
Florida
$21K -$3.38K -186 -12%
TIM
2239
Tevis Investment Management
Texas
$21K – – –
CAC
2240
Core Alternative Capital
Georgia
$20K +$5.06K +278 +27%
WHC
2241
Wulff, Hansen & Co
California
$19K -$1.97K -108 -1%
SC
2242
Sierra Capital
Florida
$18K -$72.9K -4,007 -77%
AP
2243
Atwood & Palmer
Missouri
$18K – – –
CIM
2244
Contravisory Investment Management
Massachusetts
$18K – – –
PPWM
2245
PFG Private Wealth Management
Florida
$18K – – –
SSC
2246
Syverson Strege & Co
Iowa
$18K +$73 +4 +0.3%
AWM
2247
Avondale Wealth Management
Texas
$17K – – –
LFA
2248
Level Financial Advisors
New York
$17K – – –
MUMSS
2249
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K – – –
IHWM
2250
Iron Horse Wealth Management
Iowa
$16K -$14.7K -807 -43%