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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1451
Secure Asset Management
Michigan
$211K +$25.3K +199 +12%
JIC
1452
Joel Isaacson & Co
New York
$211K +$762 +6 +0.3%
Summit Financial
1453
Summit Financial
New Jersey
$210K -$1.78K -14 -0.7%
CMI
1454
Clare Market Investments
Texas
$210K -$93.4K -736 -28%
IF
1455
IRON Financial
Illinois
$209K +$240K +1,894 New
PIAS
1456
PCA Investment Advisory Services
Ohio
$209K -$36.1K -284 -13%
MIC
1457
Means Investment Company
Maine
$209K +$1.65K +13 +0.7%
VAG
1458
VisionPoint Advisory Group
Texas
$209K +$10.2K +80 +4%
HIA
1459
Harbor Investment Advisory
Maryland
$208K -$11.7K -92 -5%
BST
1460
Bath Savings Trust
Maine
$208K – – –
PWM
1461
Prentice Wealth Management
New York
$208K -$16.9K -133 -7%
Simplicity Wealth
1462
Simplicity Wealth
New Jersey
$208K +$238K +1,878 New
MIM
1463
Moseley Investment Management
Florida
$208K +$18.2K +143 +8%
SAM
1464
SignalPoint Asset Management
Missouri
$207K -$508 -4 -0.2%
TPA
1465
Trivium Point Advisory
Connecticut
$206K – – –
VAFP
1466
Vahanian & Associates Financial Planning
New York
$206K +$236K +1,862 New
WIM
1467
Westside Investment Management
California
$205K +$114K +900 +94%
IWA
1468
IVC Wealth Advisors
Pennsylvania
$205K -$9.27K -73 -4%
Edmond de Rothschild Holding
1469
Edmond de Rothschild Holding
Switzerland
$205K +$37.5K +295 +19%
HAIM
1470
Hunter Associates Investment Management
Pennsylvania
$205K – – –
Vinva Investment Management
1471
Vinva Investment Management
Australia
$205K -$302K -2,378 -56%
AMBIA
1472
Allen Mooney & Barnes Investment Advisors
Georgia
$204K -$7.49K -59 -3%
FWM
1473
Forza Wealth Management
Florida
$204K – – –
BFC
1474
Bedel Financial Consulting
Indiana
$203K – – –
LA
1475
LVW Advisors
New York
$203K -$17.6K -139 -7%