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Name Holding Trade Value Shares
Change
Change in
Stake
TC
1001
Truvestments Capital
Florida
$229K +$18.3K +113 +8%
GSC
1002
Ground Swell Capital
South Carolina
$229K +$246K +1,522 New
OWA
1003
Outlook Wealth Advisors
Texas
$227K +$11.3K +70 +5%
MG
1004
Mather Group
Illinois
$226K -$32K -198 -12%
WC
1005
Wexford Capital
Florida
$226K +$244K +1,506 New
SMC
1006
Smith, Moore & Co
Missouri
$226K +$40.5K +250 +20%
BAM
1007
BOCHK Asset Management
Hong Kong
$225K +$80.9K +500 +50%
CAM
1008
Cidel Asset Management
Ontario, Canada
$225K +$242K +1,498 New
AFP
1009
Ausdal Financial Partners
Iowa
$221K -$16.5K -102 -6%
AWM
1010
Adams Wealth Management
Utah
$221K -$54.7K -338 -19%
CI
1011
CacheTech Inc
Utah
$221K -$54.7K -338 -19%
BA
1012
Bridgewater Advisors
New York
$221K -$647 -4 -0.2%
AF
1013
Advisornet Financial
Minnesota
$220K +$26.5K +164 +13%
PWM
1014
Palumbo Wealth Management
New York
$219K +$15.7K +97 +7%
OIMU
1015
Osmosis Investment Management UK
United Kingdom
$219K +$236K +1,455 New
KV
1016
Kickstand Ventures
New York
$218K +$20.4K +126 +10%
BWIA
1017
Bryant Woods Investment Advisors
New York
$218K – – –
FCA
1018
FLC Capital Advisors
California
$216K – – –
SA
1019
Sacks & Associates
New Jersey
$215K – – –
EFS
1020
Essex Financial Services
Connecticut
$214K -$41K -253 -15%
NPT
1021
National Philanthropic Trust
Pennsylvania
$214K +$230K +1,424 New
CAG
1022
Csenge Advisory Group
Florida
$211K -$274K -1,694 -55%
SGC
1023
Slocum, Gordon & Co
Rhode Island
$210K – – –
WWM
1024
WT Wealth Management
Arizona
$210K +$6.15K +38 +3%
RWB
1025
RMR Wealth Builders
New Jersey
$209K +$225K +1,393 New