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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1601
CVA Family Office
Colorado
$842K +$72.7K +267 +10%
BBI
1602
Baxter Bros Inc
Connecticut
$842K +$12.3K +45 +2%
KCM
1603
Kathmere Capital Management
Pennsylvania
$839K -$130K -476 -14%
Fiera Capital (Canada)
1604
Fiera Capital (Canada)
Quebec, Canada
$838K +$82.3K +302 +12%
GC
1605
Garde Capital
Washington
$838K -$562K -2,063 -42%
PIA
1606
Perennial Investment Advisors
California
$838K +$15K +55 +2%
MSS
1607
Mitchell Sinkler & Starr
Pennsylvania
$837K +$163K +600 +26%
NCFG
1608
New Century Financial Group
New Jersey
$836K +$791K +2,904 New
BTWM
1609
Baker Tilly Wealth Management
Wisconsin
$836K -$29.2K -107 -4%
PPWP
1610
Proquility Private Wealth Partners
Nevada
$834K -$194K -711 -20%
CWP
1611
Capital Wealth Planning
Florida
$834K -$75.7K -278 -9%
TPW
1612
Transatlantique Private Wealth
New York
$829K
CP
1613
Castleview Partners
Texas
$829K +$127K +466 +19%
DGAM
1614
Desjardins Global Asset Management
Quebec, Canada
$829K -$131K -480 -14%
PCMC
1615
Paragon Capital Management (Colorado)
Colorado
$827K +$14.4K +53 +2%
CWM
1616
Chemistry Wealth Management
New York
$827K
AWM
1617
Allen Wealth Management
North Carolina
$826K +$782K +2,869 New
SC
1618
Sapient Capital
Indiana
$825K +$780K +2,864 New
WKSWA
1619
White Knight Strategic Wealth Advisors
New Jersey
$823K -$61.3K -225 -7%
LWM
1620
Lyell Wealth Management
California
$823K -$4.09K -15 -0.5%
WAM
1621
Weatherly Asset Management
California
$822K -$18.3K -67 -2%
LT
1622
Legacy Trust
Michigan
$819K -$8.99K -33 -1%
MLL
1623
Moody Lynn & Lieberson
Massachusetts
$819K
BWP
1624
BSW Wealth Partners
Colorado
$817K -$6.54K -24 -0.8%
IAS
1625
Insigneo Advisory Services
Florida
$815K +$57.5K +211 +8%