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Name Holding Trade Value Shares
Change
Change in
Stake
WAG
2101
Winthrop Advisory Group
Massachusetts
$351K +$80.3K +1,395 +32%
NA
2102
Nottingham Advisors
New York
$350K -$19.4K -336 -5%
WFPG
2103
Waller Financial Planning Group
Ohio
$349K -$103K -1,781 -23%
RWM
2104
Raffa Wealth Management
District of Columbia
$348K +$332K +5,763 New
BWA
2105
Burt Wealth Advisors
Maryland
$346K – – –
CAM
2106
CenterStar Asset Management
Illinois
$346K – – –
IWP
2107
Icon Wealth Partners
Texas
$345K -$82.5K -1,433 -20%
SIG
2108
Sargent Investment Group
Maryland
$343K +$14.1K +244 +4%
SHWM
2109
Smith & Howard Wealth Management
Georgia
$343K +$41.2K +716 +14%
JT
2110
Jump Trading
Illinois
$340K -$956K -16,603 -75%
WIC
2111
Whitegate Investment Counselors
New Hampshire
$339K -$11.1K -192 -3%
PCM
2112
Perritt Capital Management
Illinois
$338K – – –
AMM
2113
American Money Management
California
$336K – – –
RGC
2114
Roberts, Glore & Co
Illinois
$336K – – –
JHP
2115
James Hambro & Partners
United Kingdom
$336K +$320K +5,564 New
PAM
2116
Peak Asset Management
Colorado
$334K +$5.76K +100 +2%
AAM
2117
Aureus Asset Management
Massachusetts
$333K +$230 +4 +0.1%
Dodge & Cox
2118
Dodge & Cox
California
$332K – – –
SBL
2119
Sargent Bickham Lagudis
Colorado
$332K +$86K +1,494 +37%
ATPW
2120
Ashton Thomas Private Wealth
Arizona
$331K +$316K +5,488 New
BO
2121
BRR OpCo
Ohio
$331K +$105K +1,815 +50%
NED
2122
Nancy E. Dempze
$330K -$2.88K -50 -0.9%
NAM
2123
North American Management
Massachusetts
$330K +$2.53K +44 +0.8%
CA
2124
Corrado Advisors
New Jersey
$329K +$15.3K +266 +5%
WIA
2125
World Investment Advisors
California
$328K -$18.3M -316,959 -98%