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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1376
Synergy Investment Management
Florida
$105K +$58.3K +308 +113%
SL
1377
Salomon & Ludwin
Virginia
$102K -$23.3K -123 -17%
UOTTAIMCU
1378
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$102K -$884K -4,671 -88%
NFSG
1379
Newbridge Financial Services Group
Florida
$98.7K +$189 +1 +0.2%
ECA
1380
Elevated Capital Advisors
Utah
$97.7K -$1.89K -10 -2%
MCM
1381
MV Capital Management
Maryland
$94.1K +$4.17K +22 +4%
HFS
1382
Hughes Financial Services
Virginia
$91.9K +$2.65K +14 +3%
BFPW
1383
BOK Financial Private Wealth
Colorado
$90.2K -$27.6K -146 -21%
ISWM
1384
Intesa Sanpaolo Wealth Management
$90.1K
CT
1385
Clearstead Trust
Maine
$87.6K -$27.5K -145 -22%
SI
1386
Sava Infond
Slovenia
$86.4K
WBC
1387
West Branch Capital
Massachusetts
$84.1K -$1.28M -6,747 -93%
WIM
1388
Westside Investment Management
California
$82.7K -$3.98K -21 -4%
LI
1389
LRI Investments
Florida
$82.4K -$52.6K -278 -36%
RWM
1390
RMG Wealth Management
Wisconsin
$80.6K +$379 +2 +0.4%
KFAS
1391
Keating Financial Advisory Services
Kansas
$80.5K -$3.22K -17 -3%
JSAM
1392
J. Safra Asset Management
New York
$80K -$1.97M -10,381 -96%
BWL
1393
Bogart Wealth LLC
Virginia
$79.5K -$36.7K -194 -29%
RFG
1394
REAP Financial Group
Texas
$76.4K -$1.89K -10 -2%
UBP
1395
Union Bancaire Privee
Switzerland
$76.2K
LWM
1396
Lodestone Wealth Management
Washington
$73.8K
WAS
1397
Winch Advisory Services
Wisconsin
$72.8K +$379 +2 +0.5%
MFP
1398
Meramec Financial Planners
Missouri
$71.4K +$74.4K +393 +3,930%
CB
1399
Community Bank
New York
$70.4K
ST
1400
Smithfield Trust
Pennsylvania
$70K