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Name Holding Trade Value Shares
Change
Change in
Stake
CT
1676
Colonial Trust
South Carolina
$194K -$1.12K -9 -0.6%
ADL
1677
Asset Dedication LLC
California
$191K +$135K +1,083 +325%
BWL
1678
Bogart Wealth LLC
Virginia
$185K +$77.4K +623 +85%
TF
1679
Tompkins Financial
New York
$184K +$12.4K +100 +8%
HT
1680
Headlands Technologies
Illinois
$182K +$166K +1,337 New
TIM
1681
Tortoise Investment Management
New York
$179K +$114K +917 +228%
WPWM
1682
Western Pacific Wealth Management
Illinois
$179K
DWA
1683
Dougherty Wealth Advisers
Minnesota
$174K
QC
1684
Quent Capital
New York
$170K +$497 +4 +0.3%
TCM
1685
Traynor Capital Management
Pennsylvania
$167K +$153K +1,228 New
WAS
1686
Winch Advisory Services
Wisconsin
$165K -$5.84K -47 -4%
SR
1687
Syntax Research
Florida
$163K
TLCM
1688
Twin Lakes Capital Management
California
$153K
FFA
1689
First Foundation Advisors
California
$151K +$138K +1,112 New
RDFA
1690
Ritter Daniher Financial Advisory
Ohio
$150K
PMAM
1691
Picton Mahoney Asset Management
Ontario, Canada
$150K +$137K +1,100 New
SAG
1692
Spotlight Asset Group
Illinois
$138K -$11.3K -91 -8%
CB
1693
CNB Bank
Pennsylvania
$138K
GTAM
1694
Global Trust Asset Management
Florida
$137K -$124 -1 -0.1%
BCC
1695
Biglari Capital Corp
Texas
$136K -$8.98M -72,272 -99%
MMG
1696
Monetary Management Group
Missouri
$136K
TIM
1697
Thompson Investment Management
Wisconsin
$136K
IGWM
1698
ICA Group Wealth Management
Colorado
$136K +$77.8K +626 +168%
NFSG
1699
Newbridge Financial Services Group
Florida
$134K +$41.6K +335 +52%
IBOK
1700
Independence Bank of Kentucky
Kentucky
$132K -$1.86K -15 -2%