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Name Holding Trade Value Shares
Change
Change in
Stake
TA
1726
Tiedemann Advisors
New York
$419K -$57.5K -241 -13%
ERIM
1727
Eagle Ridge Investment Management
Connecticut
$418K +$34.6K +145 +9%
TF
1728
Trek Financial
Arizona
$418K +$56.1K +235 +16%
CPSAC
1729
Chas P. Smith & Associates (CPS)
Florida
$417K
GA
1730
Geller Advisors
New York
$417K +$94.3K +395 +31%
CM
1731
Capula Management
Cayman Islands
$416K +$398K +1,670 New
AWE
1732
Avidian Wealth Enterprises
Texas
$415K -$27.4K -115 -6%
RWP
1733
Ridgecrest Wealth Partners
California
$415K +$398K +1,668 New
FTC
1734
Farmers Trust Company
Ohio
$411K -$12.4K -52 -3%
MWM
1735
Merriman Wealth Management
Washington
$410K -$14.1K -59 -3%
ACM
1736
Aljian Capital Management
Nevada
$409K -$47.7K -200 -11%
BBNA
1737
Bremer Bank National Association
Minnesota
$408K -$71.8K -301 -15%
CG
1738
CFO4Life Group
Texas
$407K -$53.2K -223 -12%
Financial Engines Advisors
1739
Financial Engines Advisors
California
$406K -$4.06K -17 -1%
HC
1740
Hendley & Co
Ohio
$406K
IAP
1741
Indie Asset Partners
Indiana
$404K
PCMC
1742
Private Capital Management (Colorado)
Colorado
$403K +$3.34K +14 +0.9%
MC
1743
Middleton & Co
Massachusetts
$402K -$3.58K -15 -0.9%
CCG
1744
Chatham Capital Group
Georgia
$400K
AWAP
1745
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$400K +$51.3K +215 +15%
CFFP
1746
Center for Financial Planning
Michigan
$399K +$31.3K +131 +9%
CAM
1747
Cozad Asset Management
Illinois
$398K +$33.2K +139 +10%
FRA
1748
Frank Rimerman Advisors
California
$397K
SICM
1749
Sustainable Insight Capital Management
New York
$397K -$25.3K -106 -6%
PCP
1750
Proficio Capital Partners
Massachusetts
$397K +$1.67K +7 +0.4%