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Name Holding Trade Value Shares
Change
Change in
Stake
MMG
1301
Monetary Management Group
Missouri
$158K
BWM
1302
BerganKDV Wealth Management
Minnesota
$152K +$35.9K +178 +30%
CAM
1303
CenterStar Asset Management
Illinois
$149K
Capstone Investment Advisors
1304
Capstone Investment Advisors
New York
$142K +$73.3K +363 +99%
Twin Tree Management
1305
Twin Tree Management
Texas
$140K -$844K -4,181 -85%
JGIA
1306
Jackson Grant Investment Advisers
Connecticut
$140K
GM
1307
GeoWealth Management
Illinois
$127K +$132K +654 New
ETC
1308
Exchange Traded Concepts
Oklahoma
$123K +$10.7K +53 +9%
AS
1309
Altshuler Shaham
Israel
$120K +$76.9K +381 +161%
MSFP
1310
Mark Sheptoff Financial Planning
Connecticut
$119K
AWM
1311
AllSquare Wealth Management
New York
$109K
AWM
1312
Atticus Wealth Management
Florida
$108K +$9.08K +45 +9%
KPCM
1313
Kings Point Capital Management
New York
$100K +$24.6K +122 +31%
HA
1314
Homestead Advisers
Virginia
$98K +$35.1K +174 +52%
BU
1315
BBVA USA
Alabama
$95K -$28.1K -139 -22%
JWA
1316
JFS Wealth Advisors
Pennsylvania
$91K +$68.4K +339 +259%
BCWM
1317
Bartlett & Co Wealth Management
Ohio
$90.1K -$4.24K -21 -4%
BC
1318
Bartlett & Co
Ohio
$90K -$4.24K -21 -4%
PMFA
1319
Plante Moran Financial Advisors
Michigan
$87K +$66.4K +329 +276%
CFD
1320
Creative Financial Designs
Indiana
$86K
PWMG
1321
Prestige Wealth Management Group
New Jersey
$86K
IFAM
1322
Institutional & Family Asset Management
Colorado
$85K -$2.83K -14 -3%
TFS
1323
TrustCore Financial Services
Tennessee
$85K
APW
1324
Acima Private Wealth
Virginia
$84K
PPWM
1325
PFG Private Wealth Management
Florida
$84K +$87.4K +433 New