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Name Holding Trade Value Shares
Change
Change in
Stake
PPW
2351
Pasadena Private Wealth
California
$125K +$2.08K +99 +2%
FGAM
2352
Financial Gravity Asset Management
Texas
$124K -$2.92K -139 -2%
LWA
2353
Lenox Wealth Advisors
New York
$123K +$63 +3 +0%
CI Investments Inc
2354
CI Investments Inc
Ontario, Canada
$121K +$23.2K +1,103 +23%
JFA
2355
JNBA Financial Advisors
Minnesota
$120K -$14.4K -684 -10%
WIA
2356
Wealthstreet Investment Advisors
Texas
$115K -$271K -12,921 -70%
LPWM
2357
Lake Point Wealth Management
Texas
$115K -$6.7K -319 -5%
HWM
2358
HighMark Wealth Management
Minnesota
$114K +$63 +3 +0.1%
HC
2359
Hoese & Co
Minnesota
$113K – – –
RA
2360
Resolute Advisors
California
$113K +$15.9K +757 +16%
WPA
2361
West Paces Advisors
Georgia
$109K +$4.79K +228 +4%
JMF
2362
Johnson Midwest Financial
Iowa
$108K -$30K -1,430 -21%
CC
2363
Corsicana & Co
Texas
$107K – – –
SFFS
2364
Stonehage Fleming Financial Services
Jersey
$107K – – –
LOIM
2365
Liberty One Investment Management
Illinois
$103K -$1.45K -69 -1%
LF
2366
Lee Financial
Texas
$102K +$35.2K +1,675 +50%
AW
2367
Alaethes Wealth
Nevada
$101K -$663K -31,554 -86%
POIA
2368
Pin Oak Investment Advisors
Texas
$101K -$17.6K -836 -14%
HWMA
2369
Heritage Wealth Management (Arizona)
Arizona
$101K – – –
CA
2370
Centerpoint Advisors
Massachusetts
$101K +$1.2K +57 +1%
MCM
2371
MV Capital Management
Maryland
$98K +$30.7K +1,463 +44%
TAIM
2372
TD Ameritrade Investment Management
Nebraska
$96K -$887K -42,206 -90%
AWM
2373
Avondale Wealth Management
Texas
$95K -$139K -6,620 -59%
VC
2374
Veracity Capital
Georgia
$95K -$987 -47 -1%
AFS
2375
Annapolis Financial Services
Maryland
$95K +$24.9K +1,184 +34%