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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1351
EPG Wealth Management
Georgia
$1.33M +$206K +757 +20%
GL
1352
Graypoint LLC
New York
$1.33M -$24.8K -91 -2%
CCMW
1353
Cypress Capital Management (Wyoming)
Wyoming
$1.32M -$65.9K -242 -5%
CBA
1354
Coastal Bridge Advisors
Connecticut
$1.32M -$1.09K -4 -0.1%
RSWM
1355
Robertson Stephens Wealth Management
California
$1.31M -$53.4K -196 -4%
HIG
1356
Heritage Investment Group
Florida
$1.31M
BFG
1357
Berger Financial Group
Minnesota
$1.3M -$15.3K -56 -1%
RPAM
1358
Rhenman & Partners Asset Management
Sweden
$1.3M +$1.23M +4,500 New
BMO
1359
Beck Mack & Oliver
New York
$1.29M +$1.22M +4,479 New
FFA
1360
Farther Finance Advisors
California
$1.28M +$469K +1,722 +63%
HI
1361
Harbour Investments
Wisconsin
$1.28M +$83.9K +308 +7%
WA
1362
WP Advisors
California
$1.28M -$51K -187 -4%
DI
1363
DDFG Inc
California
$1.28M -$5.99K -22 -0.5%
Financial Engines Advisors
1364
Financial Engines Advisors
California
$1.28M +$259K +949 +27%
MFC
1365
Mechanics Financial Corp
Ohio
$1.27M -$272 -1 -0%
WIM
1366
WealthPlan Investment Management
Nebraska
$1.27M
FBFS
1367
First Business Financial Services
Wisconsin
$1.27M -$819K -3,005 -41%
ESB
1368
Essex Savings Bank
Connecticut
$1.27M -$51.5K -189 -4%
KIG
1369
Kessler Investment Group
Indiana
$1.26M +$18.5K +68 +2%
APG
1370
Abacus Planning Group
South Carolina
$1.26M -$7.36K -27 -0.6%
GWSG
1371
GPS Wealth Strategies Group
Colorado
$1.26M -$30.2K -111 -2%
KMWM
1372
Keudell/Morrison Wealth Management
Oregon
$1.25M -$145K -533 -11%
DC
1373
DeDora Capital
California
$1.25M -$8.72K -32 -0.7%
SCP
1374
Stamos Capital Partners
California
$1.25M -$2.56M -9,410 -68%
IIC
1375
Ironwood Investment Counsel
Arizona
$1.25M -$29.2K -107 -2%