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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
801
Chesapeake Wealth Management
Virginia
$238K -$39K -900 -13%
CI
802
Cigna Investments
Connecticut
$235K -$36K -830 -13%
MC
803
Moors & Cabot
Massachusetts
$234K – – –
OFA
804
Oak Family Advisors
Illinois
$234K – – –
AMR
805
Asset Management Resources
Massachusetts
$233K +$37.7K +870 +18%
CIC
806
Crawford Investment Counsel
Georgia
$233K – – –
MWM
807
Mission Wealth Management
California
$233K +$7.58K +175 +3%
BFG
808
Berger Financial Group
Minnesota
$233K +$7.37K +170 +3%
AWM
809
Angeles Wealth Management
California
$232K -$505K -11,665 -67%
DWM
810
Dakota Wealth Management
Florida
$231K +$217 +5 +0.1%
SAM
811
Strategy Asset Managers
California
$229K -$2.17K -50 -0.9%
RG
812
Rathbones Group
United Kingdom
$227K +$2.17K +50 +0.9%
SFG
813
Summit Financial Group
West Virginia
$225K – – –
WSCM
814
Wellington Shields Capital Management
New York
$223K – – –
HNWA
815
Henrickson Nauta Wealth Advisors
Michigan
$222K – – –
TSS
816
Two Sigma Securities
New York
$220K -$1.68M -38,860 -88%
CHAM
817
Clear Harbor Asset Management
Connecticut
$219K – – –
FCP
818
Fidelis Capital Partners
Florida
$216K +$2.6K +60 +1%
TIA
819
Tiemann Investment Advisors
California
$215K +$1.08K +25 +0.5%
CT
820
Caldwell Trust
Florida
$215K +$21.4K +495 +10%
VT
821
Vise Technologies
New York
$215K -$45.5K -1,050 -17%
TPWA
822
TRUE Private Wealth Advisors
Oregon
$214K +$229K +5,275 New
MS
823
Maven Securities
Jersey
$214K +$228K +5,265 New
MPWT
824
MassMutual Private Wealth & Trust
Connecticut
$213K -$1.73K -40 -0.8%
PVI
825
Pine Valley Investments
New Jersey
$211K +$21.9K +505 +11%
31 32
33
34 35