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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1551
Elite Wealth Management
Washington
$553K +$3.94K +16 +0.7%
BOTW
1552
Bank of the West
California
$551K -$28.3K -115 -5%
WIA
1553
World Investment Advisors
California
$549K +$49K +199 +10%
MCM
1554
McRae Capital Management
New Jersey
$547K +$2.21K +9 +0.4%
WA
1555
Wealth Architects
California
$544K -$13K -53 -2%
FCFC
1556
First Citizens Financial Corp
Iowa
$541K – – –
CSA
1557
Cottage Street Advisors
Massachusetts
$541K +$3.2K +13 +0.6%
ATWA
1558
Arbor Trust Wealth Advisors
Michigan
$539K -$14.8K -60 -3%
BOH
1559
Bank of Hawaii
Hawaii
$538K -$64.2K -261 -11%
RCM
1560
Radnor Capital Management
Pennsylvania
$538K – – –
AWG
1561
Altus Wealth Group
Colorado
$537K -$21.9K -89 -4%
AWA
1562
Aaron Wealth Advisors
Illinois
$537K -$4.18K -17 -0.8%
BAM
1563
Blueshift Asset Management
New Jersey
$534K +$7.38K +30 +1%
SP
1564
Successful Portfolios
Florida
$534K +$31.5K +128 +6%
DS
1565
DRW Securities
Illinois
$534K +$539K +2,190 New
HA
1566
Harfst & Associates
Wyoming
$533K -$322K -1,308 -37%
CWP
1567
Concord Wealth Partners
Virginia
$532K +$58.3K +237 +12%
CFMC
1568
Curbstone Financial Management Corp
New Hampshire
$531K -$24.6K -100 -4%
TSW
1569
Thompson Siegel & Walmsley
Virginia
$531K – – –
FHA
1570
Flagship Harbor Advisors
Massachusetts
$527K -$30K -122 -5%
PP
1571
Professional Planning
California
$527K +$13.3K +54 +3%
LSPW
1572
Lake Street Private Wealth
Illinois
$526K -$492 -2 -0.1%
SFO
1573
Stokes Family Office
Louisiana
$526K +$10.6K +43 +2%
TCPWM
1574
Traverso Chambers Private Wealth Management
California
$525K +$37.4K +152 +8%
AOWM
1575
Alpha Omega Wealth Management
Virginia
$524K -$8.86K -36 -2%