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Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
1826
Smith & Howard Wealth Management
Georgia
$219K +$191K +1,260 New
KFSC
1827
Keystone Financial Services (Colorado)
Colorado
$218K +$191K +1,257 New
QC
1828
Quent Capital
New York
$218K +$758 +5 +0.4%
AIM
1829
Allen Investment Management
New York
$217K +$189K +1,249 New
NA
1830
Navellier & Associates
Nevada
$217K +$189K +1,248 New
FCA
1831
FinTrust Capital Advisors
South Carolina
$216K +$49K +323 +35%
SSA
1832
South Street Advisors
New York
$216K +$188K +1,240 New
FFWA
1833
FRG Family Wealth Advisors
Washington
$215K +$140K +920 +198%
GWWM
1834
Great Waters Wealth Management
Minnesota
$215K +$188K +1,238 New
HP
1835
Holistic Planning
Texas
$214K – – –
WAS
1836
Winch Advisory Services
Wisconsin
$212K +$455 +3 +0.2%
CSI
1837
Cross Staff Investments
New York
$212K +$185K +1,218 New
ATPW
1838
Ashton Thomas Private Wealth
Arizona
$211K +$184K +1,215 New
MFA
1839
Morling Financial Advisors
California
$210K +$184K +1,211 New
SPI
1840
Sutton Place Investors
New York
$210K +$184K +1,211 New
LCOV
1841
London Company of Virginia
Virginia
$210K +$184K +1,210 New
ACGA
1842
Atlanta Consulting Group Advisors
Georgia
$210K +$183K +1,209 New
BSI
1843
Bennett Selby Investments
Maine
$209K +$182K +1,203 New
NRS
1844
Neville Rodie & Shaw
New York
$209K +$182K +1,200 New
EL
1845
EWA LLC
Pennsylvania
$208K +$186K +1,227 New
SR
1846
Syntax Research
Florida
$208K -$152 -1 -0.1%
NIC
1847
Northwest Investment Counselors
Oregon
$208K +$49.1K +324 +37%
LSPW
1848
Lake Street Private Wealth
Illinois
$208K +$182K +1,198 New
RVPG
1849
Relative Value Partners Group
$208K +$182K +1,198 New
CSPAM
1850
Cary Street Partners Asset Management
Virginia
$208K +$181K +1,196 New