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Name Holding Trade Value Shares
Change
Change in
Stake
UAS
1026
United Asset Strategies
New York
$2.4M +$206K +739 +9%
JCM
1027
Jacobi Capital Management
Pennsylvania
$2.39M +$354K +1,266 +16%
RWA
1028
Ropes Wealth Advisors
Massachusetts
$2.39M +$42.2K +151 +2%
RRA
1029
Round Rock Advisors
Connecticut
$2.38M -$113K -403 -4%
USGIU
1030
U.S. Global Investors (USGI)
Texas
$2.38M -$813K -2,910 -25%
WIS
1031
Wright Investors Service
Connecticut
$2.38M +$10.1K +36 +0.4%
SL
1032
Stevard LLC
Illinois
$2.35M +$2.47M +8,862 New
AWE
1033
Avidian Wealth Enterprises
Texas
$2.35M +$197K +707 +9%
ACM
1034
AlphaStar Capital Management
North Carolina
$2.35M -$147K -526 -6%
PCS
1035
Personal CFO Solutions
New Jersey
$2.35M +$247K +883 +11%
CS
1036
Comerica Securities
Michigan
$2.33M +$202K +723 +9%
CWS
1037
Cypress Wealth Services
California
$2.33M -$31.8K -114 -1%
LWM
1038
Lyell Wealth Management
California
$2.32M +$18.4K +66 +0.8%
TWM
1039
TLW Wealth Management
Florida
$2.32M -$330K -1,180 -12%
WF
1040
Welch & Forbes
Massachusetts
$2.32M +$63.7K +228 +3%
ICG
1041
InterOcean Capital Group
Tennessee
$2.31M -$917K -3,282 -27%
LWMG
1042
Levy Wealth Management Group
Pennsylvania
$2.31M +$76.8K +275 +3%
CBFP
1043
Cedar Brook Financial Partners
Ohio
$2.3M +$69K +247 +3%
LOAMU
1044
Lombard Odier Asset Management (USA)
New York
$2.29M +$2.14M +7,650 +768%
GCM
1045
Gladius Capital Management
Illinois
$2.29M -$1.82M -6,509 -43%
GFA
1046
Gifford Fong Associates
California
$2.28M
MYIA
1047
Mount Yale Investment Advisors
Colorado
$2.27M +$272K +975 +13%
CCFM
1048
Clear Creek Financial Management
Washington
$2.26M +$8.1K +29 +0.3%
HWM
1049
Hohimer Wealth Management
Washington
$2.26M +$14.2K +51 +0.6%
AAM
1050
Arabesque Asset Management
United Kingdom
$2.25M -$750K -2,685 -24%