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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
2451
AUA Capital Management
Pennsylvania
$26K
CCM
2452
Copeland Capital Management
Pennsylvania
$24K
TFA
2453
Toth Financial Advisory
Virginia
$23K -$62.1K -2,272 -68%
FEG
2454
Financial Enhancement Group
Indiana
$23K
PC
2455
Permanens Capital
New York
$23K
BCM
2456
Bourgeon Capital Management
Connecticut
$22K -$15.8K -577 -37%
WAM
2457
Wolverine Asset Management
Illinois
$22K +$28.2K +1,034 New
NCM
2458
New Capital Management
Texas
$21K -$79.8K -2,920 -75%
JWM
2459
Janiczek Wealth Management
Colorado
$21K
TVWM
2460
Tower View Wealth Management
Wisconsin
$20K +$5.3K +194 +27%
AP
2461
Atwood & Palmer
Missouri
$20K +$11.4K +417 +84%
TA
2462
Thor Advisors
New York
$20K +$25.2K +922 New
CDIA
2463
Capital Directions Investment Advisors
Georgia
$15K -$137K -5,031 -88%
MAM
2464
Marquette Asset Management
Minnesota
$15K
AWMS
2465
Advocacy Wealth Management Services
Georgia
$14K
WLPWM
2466
Walled Lake Planning & Wealth Management
Illinois
$13K +$2.98K +109 +23%
FA
2467
Fortis Advisors
Pennsylvania
$13K +$15.9K +581 New
TCCM
2468
Timber Creek Capital Management
Massachusetts
$11K
LWA
2469
Lenox Wealth Advisors
New York
$10K -$50K -1,831 -80%
VEA
2470
Virtus ETF Advisers
New York
$10K +$12.9K +471 New
LGWM
2471
Litman Gregory Wealth Management
California
$9K -$31.1K -1,138 -73%
IFA
2472
Interactive Financial Advisors
Illinois
$9K
KIG
2473
Kessler Investment Group
Indiana
$9K
CPA
2474
Cowen Prime Advisors
New York
$9K +$3.63K +133 +45%
OAJ
2475
Ogorek Anthony Joseph
New York
$8K