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Name Holding Trade Value Shares
Change
Change in
Stake
RCG
2576
Ruggie Capital Group
Florida
$56K +$55.3K +916 New
BCI
2577
Brinker Capital Investments
Pennsylvania
$55K +$6.09K +101 +13%
CIA
2578
Cascade Investment Advisors
Oregon
$54.2K -$3.02K -50 -5%
MI
2579
Markston International
New York
$53K
WAM
2580
Westport Asset Management
Connecticut
$53K
DI
2581
Disciplined Investments
Oklahoma
$51K +$50.1K +830 New
PWP
2582
Personal Wealth Partners
Minnesota
$50K
HRC
2583
Hoertkorn Richard Charles
$49K
PCC
2584
Park Circle Company
Maryland
$49K
LPWM
2585
Lake Point Wealth Management
Texas
$46K +$44.8K +742 New
CWAF
2586
Core Wealth Advisors (Florida)
Florida
$46K +$45.5K +755 New
CMA
2587
Cedar Mountain Advisors
Oregon
$45K +$43.9K +728 New
CT
2588
Clearstead Trust
Maine
$43K -$7.24K -120 -15%
AWMS
2589
Advocacy Wealth Management Services
Georgia
$41K -$724 -12 -2%
LWA
2590
Lenox Wealth Advisors
New York
$41K +$2.05K +34 +5%
OAJ
2591
Ogorek Anthony Joseph
New York
$38K +$37.4K +620 New
AWA
2592
Artemis Wealth Advisors
New York
$37.4K +$36.7K +609 New
PC
2593
Permanens Capital
New York
$37K +$36.8K +610 New
HWM
2594
HighMark Wealth Management
Minnesota
$33K +$32.5K +539 New
LWM
2595
Lionsbridge Wealth Management
Florida
$32K +$32.5K +539 New
Kayne Anderson Rudnick Investment Management
2596
Kayne Anderson Rudnick Investment Management
California
$31K
SIAS
2597
Shine Investment Advisory Services
Colorado
$31K
NCM
2598
New Capital Management
Texas
$30K
CWM
2599
Cranbrook Wealth Management
Michigan
$27K -$41.9K -694 -61%
DTIM
2600
Danda Trouve Investment Management
Kansas
$25K +$24.1K +400 New