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Name Holding Trade Value Shares
Change
Change in
Stake
SMH
1426
Sanders Morris Harris
Texas
$532K -$46.6K -200 -8%
EWA
1427
Etesian Wealth Advisors
Oregon
$530K -$22.1K -95 -4%
MW
1428
Marcum Wealth
Ohio
$528K -$82.9K -356 -14%
SFG
1429
Summit Financial Group
West Virginia
$528K -$58.2K -250 -10%
GEA
1430
Glen Eagle Advisors
New Jersey
$525K -$2.33K -10 -0.4%
GA
1431
Geller Advisors
New York
$524K -$46.8K -201 -8%
FCIM
1432
Fairview Capital Investment Management
California
$522K +$13.5K +58 +3%
DGAM
1433
Desjardins Global Asset Management
Quebec, Canada
$522K +$21.7K +93 +4%
GLR
1434
Great Lakes Retirement
Ohio
$520K -$8.85K -38 -2%
GSB
1435
Greenfield Savings Bank
Massachusetts
$519K
TWM
1436
Tolleson Wealth Management
Texas
$517K
ALAM
1437
Asahi Life Asset Management
Japan
$515K +$48.9K +210 +11%
MM
1438
MQS Management
New York
$515K +$515K +2,209 New
PWM
1439
Partnership Wealth Management
Maryland
$514K +$488K +2,093 New
IFWM
1440
Institute for Wealth Management
Colorado
$514K -$4.66K -20 -0.9%
HIG
1441
Heritage Investment Group
Florida
$513K +$9.55K +41 +2%
LC
1442
Lindbrook Capital
California
$512K +$45.9K +197 +10%
TPWA
1443
TRUE Private Wealth Advisors
Oregon
$512K +$104K +447 +26%
QPWM
1444
Quadrant Private Wealth Management
Pennsylvania
$512K -$32.4K -139 -6%
AIA
1445
Alera Investment Advisors
Illinois
$510K +$117K +502 +30%
TCOO
1446
Trust Company of Oklahoma
Oklahoma
$508K -$53.4K -229 -10%
Koshinski Asset Management
1447
Koshinski Asset Management
Illinois
$505K -$1,000K -4,292 -66%
FA
1448
Financial Advisors
Massachusetts
$504K
PGIM
1449
Pacific Global Investment Management
California
$504K +$22.4K +96 +5%
AFC
1450
AFT Forsyth & Company
Florida
$503K -$12.3K -53 -2%