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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1201
Bar Harbor Wealth Management
New Hampshire
$484K -$260K -1,096 -32%
PPA
1202
Painted Porch Advisors
California
$483K -$2.37K -10 -0.4%
PCM
1203
Penserra Capital Management
California
$483K -$6.4K -27 -1%
IAS
1204
Integrity Advisory Solutions
Texas
$481K
CAM
1205
Congress Asset Management
Massachusetts
$481K -$197K -831 -26%
BAG
1206
Bauman Advisory Group
Nevada
$479K +$206K +869 +59%
CIA
1207
Cape Investment Advisory
Georgia
$475K -$130K -548 -19%
AG
1208
Algert Global
California
$474K -$5.6M -23,649 -91%
CHWM
1209
Cauble & Harre Wealth Management
Missouri
$473K -$492K -2,076 -47%
CCA
1210
Checchi Capital Advisers
California
$472K -$117K -493 -18%
MHC
1211
Meyer Handelman Company
New York
$472K -$2.75M -11,611 -83%
BRWA
1212
B. Riley Wealth Advisors
Florida
$471K -$98.1K -414 -15%
Edgewood Management
1213
Edgewood Management
Connecticut
$470K
GPWA
1214
Gaddis Premier Wealth Advisors
Oklahoma
$469K +$18.7K +79 +4%
TPCW
1215
TD Private Client Wealth
New York
$469K +$92.6K +391 +21%
PFGIA
1216
Patriot Financial Group Insurance Agency
Massachusetts
$468K -$915K -3,861 -63%
TAM
1217
Tealwood Asset Management
Minnesota
$467K -$714K -3,016 -57%
CCWM
1218
Cassaday & Co Wealth Management
Virginia
$466K +$2.37K +10 +0.4%
PIA
1219
Perennial Investment Advisors
California
$465K -$50.2K -212 -9%
FBC
1220
Fairfield, Bush & Co
Connecticut
$465K -$68K -287 -11%
SCM
1221
SCS Capital Management
Massachusetts
$464K -$10.4K -44 -2%
TWM
1222
Tolleson Wealth Management
Texas
$463K
EFMH
1223
E Fund Management (HK)
Hong Kong
$462K +$175K +740 +49%
VCP
1224
Vista Capital Partners
Oregon
$461K -$21.6K -91 -4%
BWP
1225
Balboa Wealth Partners
Arizona
$459K -$7.82K -33 -1%