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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1626
Tradewinds Capital Management
Washington
$779K -$17.1K -187 -2%
FP
1627
Financial Perspectives
Minnesota
$777K – – –
ACM
1628
Argyle Capital Management
Pennsylvania
$777K +$425K +4,660 +119%
GWP
1629
Gateway Wealth Partners
Wisconsin
$777K -$1.41M -15,431 -64%
EHAM
1630
Eagle Harbor Asset Management
Washington
$776K +$300K +3,284 +62%
ECM
1631
Estabrook Capital Management
New York
$775K -$11.1K -122 -1%
RWP
1632
Revolve Wealth Partners
New Jersey
$775K +$432K +4,737 +125%
CWM
1633
Connecticut Wealth Management
Connecticut
$775K -$76.3K -836 -9%
SEP
1634
Southland Equity Partners
Missouri
$770K +$24.3K +266 +3%
FHB
1635
First Hawaiian Bank
Hawaii
$767K – – –
W
1636
Wealthquest
Ohio
$764K +$53.2K +583 +7%
TIA
1637
Tiemann Investment Advisors
California
$764K -$71.7K -785 -9%
BHCM
1638
Brevan Howard Capital Management
Jersey
$764K -$691K -7,571 -47%
PWMG
1639
Prestige Wealth Management Group
New Jersey
$763K -$94.9K -1,040 -11%
AOI
1640
Auto-Owners Insurance
Michigan
$758K – – –
EBA
1641
Eagle Bay Advisors
New York
$757K +$25K +274 +3%
WSA
1642
Wealth Science Advisors
Georgia
$757K +$637K +6,975 +509%
BIAS
1643
Beacon Investment Advisory Services
New Jersey
$757K -$421K -4,612 -36%
Boston Partners
1644
Boston Partners
Massachusetts
$756K -$732K -8,019 -49%
AWM
1645
Accurate Wealth Management
Florida
$755K +$85.4K +936 +13%
PGAM
1646
Princeton Global Asset Management
New Jersey
$755K -$86K -942 -10%
EWA
1647
Etesian Wealth Advisors
Oregon
$754K -$44.2K -484 -6%
SP
1648
Saranac Partners
$753K -$322K -3,531 -30%
LWM
1649
Lifetime Wealth Management
Texas
$753K -$9.58K -105 -1%
IWA
1650
Invera Wealth Advisors
Oregon
$752K +$18.3K +200 +2%