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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
1401
Windsor Wealth Management
Indiana
$512K -$138K -719 -21%
BPCE
1402
Bank Pictet & Cie (Europe)
Germany
$512K
PCG
1403
Private Capital Group
Connecticut
$511K +$56.2K +293 +12%
BFO
1404
Biltmore Family Office
North Carolina
$511K +$183K +952 +56%
EWA
1405
ERTS Wealth Advisors
Michigan
$510K +$104K +544 +26%
EW
1406
Evoke Wealth
California
$507K +$503K +2,620 New
EWA
1407
Exencial Wealth Advisors
Oklahoma
$507K -$52.4K -273 -9%
RFA
1408
Reilly Financial Advisors
California
$506K -$1.15K -6 -0.2%
ACM
1409
Alethea Capital Management
Washington
$503K
DWM
1410
Doyle Wealth Management
Florida
$502K -$80.4K -419 -14%
JGIA
1411
Jackson Grant Investment Advisers
Connecticut
$498K +$384 +2 +0.1%
AIM
1412
Arcadia Investment Management
Michigan
$498K +$454K +2,365 +1,126%
BHA
1413
Beech Hill Advisors
New York
$495K
FIB
1414
First Interstate Bank
Montana
$494K -$71.8K -374 -13%
AA
1415
Apriem Advisors
California
$494K +$37K +193 +8%
KFS
1416
Kurt F. Somerville
$493K
CA
1417
Capital Advantage
California
$493K +$489K +2,548 New
SWA
1418
Sutton Wealth Advisors
Florida
$490K
MHIC
1419
Marble Harbor Investment Counsel
Massachusetts
$489K -$192 -1 -0%
WC
1420
Westhampton Capital
North Carolina
$489K
SFSIG
1421
San Francisco Sentry Investment Group
California
$489K +$22.3K +116 +5%
DMC
1422
Drexel Morgan & Co
Pennsylvania
$486K
QAM
1423
QCI Asset Management
New York
$483K -$37.2K -194 -7%
GBT
1424
Grove Bank & Trust
Florida
$483K +$54.3K +283 +13%
RIA
1425
Regal Investment Advisors
Michigan
$482K -$13.1K -68 -3%