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Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
1051
Brandywine Oak Private Wealth
Pennsylvania
$445K +$476K +1,970 New
CAN
1052
Claraphi Advisory Network
United States
$444K -$174K -720 -27%
CA
1053
Continuum Advisory
Idaho
$442K
ARMT
1054
Amica Retiree Medical Trust
Rhode Island
$440K
ACM
1055
Azimuth Capital Management
Michigan
$440K +$15.2K +63 +3%
GFPC
1056
Global Financial Private Capital
Florida
$438K -$2.79M -11,549 -86%
FPFS
1057
First Personal Financial Services
North Carolina
$436K -$21K -87 -4%
FVWA
1058
Foster Victor Wealth Advisors
South Carolina
$433K +$462K +1,912 New
QT
1059
Quantamental Technologies
New York
$432K +$461K +1,909 New
GKWIM
1060
Gerber Kawasaki Wealth & Investment Management
California
$430K -$3.62K -15 -0.8%
PGCM
1061
Prescott Group Capital Management
Oklahoma
$430K
EWM
1062
Endurance Wealth Management
Rhode Island
$428K +$14.5K +60 +3%
3C
1063
361 Capital
Colorado
$425K -$219K -907 -33%
PHAM
1064
Palisades Hudson Asset Management
Florida
$425K
BHIA
1065
Birch Hill Investment Advisors
Massachusetts
$424K
CAW
1066
Cornerstone Advisors (Washington)
Washington
$423K +$15.2K +63 +3%
BMC
1067
Beaton Management Company
Massachusetts
$421K
LCAM
1068
London & Capital Asset Management
United Kingdom
$419K +$447K +1,853 New
EWM
1069
Empirical Wealth Management
Washington
$418K -$21.5K -89 -5%
BPCE
1070
Bank Pictet & Cie (Europe)
Germany
$414K -$143K -591 -24%
AF
1071
Allworth Financial
California
$411K +$19.1K +79 +5%
PJSIMP
1072
P.J. Schmidt Investment Management (PJS)
Wisconsin
$411K +$72.4K +300 +20%
AAM
1073
Aureus Asset Management
Massachusetts
$410K
SFG
1074
StrategIQ Financial Group
Indiana
$410K
WJA
1075
Williams Jones & Associates
New York
$410K +$46.8K +194 +12%