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Name Holding Trade Value Shares
Change
Change in
Stake
RS
1701
R Squared
Hong Kong
$2.1M +$2.33M +5,649 New
AWM
1702
Avondale Wealth Management
Texas
$2.1M +$185K +450 +9%
MVA
1703
Mount Vernon Associates
Maryland
$2.1M
AFAS
1704
Acorn Financial Advisory Services
Virginia
$2.1M -$195K -474 -8%
GWM
1705
Greenline Wealth Management
Florida
$2.1M +$21.4K +52 +0.9%
CRCM
1706
Crystal Rock Capital Management
Illinois
$2.09M
PWP
1707
Prasad Wealth Partners
Ohio
$2.09M -$63K -153 -3%
JIC
1708
Joel Isaacson & Co
New York
$2.09M -$37.9K -92 -2%
First Manhattan
1709
First Manhattan
New York
$2.09M +$422K +1,025 +22%
IAG
1710
Investment Advisory Group
Massachusetts
$2.09M -$65.5K -159 -3%
AFM
1711
Armstrong Fleming & Moore
District of Columbia
$2.09M -$7K -17 -0.3%
PFS
1712
Prospect Financial Services
New York
$2.09M +$82.4K +200 +4%
SL
1713
Summitry LLC
California
$2.09M +$336K +816 +17%
HHAM
1714
HITE Hedge Asset Management
Massachusetts
$2.08M +$463K +1,123 +25%
ACM
1715
Advance Capital Management
Michigan
$2.08M +$62.2K +151 +3%
TWM
1716
Thrive Wealth Management
Pennsylvania
$2.08M +$86.5K +210 +4%
FC
1717
Fairscale Capital
New Hampshire
$2.08M +$1.24K +3 +0.1%
SIM
1718
Sims Investment Management
Ohio
$2.08M -$119K -288 -5%
IFPL
1719
Investments & Financial Planning LLC
Kentucky
$2.08M +$10.3K +25 +0.4%
WSWA
1720
Warren Street Wealth Advisors
California
$2.07M -$463K -1,124 -17%
CWM
1721
Centurion Wealth Management
Virginia
$2.07M -$12.4K -30 -0.5%
PA
1722
Paragon Advisors
Texas
$2.07M +$213K +518 +10%
LWA
1723
Legacy Wealth Advisors
Florida
$2.07M +$1.63M +3,961 +248%
FCM
1724
Fieldview Capital Management
Michigan
$2.07M +$130K +315 +6%
KOC
1725
Koss-Olinger Consulting
Florida
$2.06M -$24.8M -60,186 -92%