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Name Holding Trade Value Shares
Change
Change in
Stake
GC
1401
Garde Capital
Washington
$516K -$18K -94 -3%
CWM
1402
Centric Wealth Management
Illinois
$515K +$27.8K +145 +6%
BWM
1403
BerganKDV Wealth Management
Minnesota
$515K +$33.4K +174 +7%
CSA
1404
Cottage Street Advisors
Massachusetts
$514K +$192 +1 +0%
WWM
1405
Windsor Wealth Management
Indiana
$512K -$138K -719 -21%
BPCE
1406
Bank Pictet & Cie (Europe)
Germany
$512K – – –
PCG
1407
Private Capital Group
Connecticut
$511K +$56.2K +293 +12%
BFO
1408
Biltmore Family Office
North Carolina
$511K +$183K +952 +56%
EWA
1409
ERTS Wealth Advisors
Michigan
$510K +$104K +544 +26%
EW
1410
Evoke Wealth
California
$507K +$503K +2,620 New
EWA
1411
Exencial Wealth Advisors
Oklahoma
$507K -$52.4K -273 -9%
RFA
1412
Reilly Financial Advisors
California
$506K -$1.15K -6 -0.2%
ACM
1413
Alethea Capital Management
Washington
$503K – – –
DWM
1414
Doyle Wealth Management
Florida
$502K -$80.4K -419 -14%
JGIA
1415
Jackson Grant Investment Advisers
Connecticut
$498K +$384 +2 +0.1%
AIM
1416
Arcadia Investment Management
Michigan
$498K +$454K +2,365 +1,126%
BHA
1417
Beech Hill Advisors
New York
$495K – – –
FIB
1418
First Interstate Bank
Montana
$494K -$71.8K -374 -13%
AA
1419
Apriem Advisors
California
$494K +$37K +193 +8%
KFS
1420
Kurt F. Somerville
$493K – – –
CA
1421
Capital Advantage
California
$493K +$489K +2,548 New
SWA
1422
Sutton Wealth Advisors
Florida
$490K – – –
MHIC
1423
Marble Harbor Investment Counsel
Massachusetts
$489K -$192 -1 -0%
WC
1424
Westhampton Capital
North Carolina
$489K – – –
SFSIG
1425
San Francisco Sentry Investment Group
California
$489K +$22.3K +116 +5%