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Name Holding Trade Value Shares
Change
Change in
Stake
AWMT
1026
AAFMAA Wealth Management & Trust
North Carolina
$501K -$456K -627 -45%
TW
1027
Traveka Wealth
California
$498K -$101K -139 -16%
CIAS
1028
Capital Investment Advisory Services
North Carolina
$498K +$303K +417 +124%
TSWM
1029
Triangle Securities Wealth Management
North Carolina
$494K
DWM
1030
DecisionMap Wealth Management
Virginia
$494K +$12.4K +17 +2%
IG
1031
ING Group
Netherlands
$489K +$537K +738 New
PFA
1032
Pure Financial Advisors
California
$488K +$10.2K +14 +2%
FBFS
1033
First Business Financial Services
Wisconsin
$488K +$536K +737 New
NCM
1034
Northside Capital Management
Oregon
$488K +$246K +338 +85%
PCM
1035
Prelude Capital Management
New York
$480K -$997K -1,370 -65%
Bank Julius Baer & Co
1036
Bank Julius Baer & Co
Switzerland
$479K +$49.5K +68 +10%
WIM
1037
Westside Investment Management
California
$478K +$510K +701 +3,505%
QCIG
1038
Quad-Cities Investment Group
Iowa
$476K -$8.73K -12 -2%
SGA
1039
Strategic Global Advisors
California
$476K -$468K -644 -47%
APWM
1040
Argonautica Private Wealth Management
Massachusetts
$475K +$37.1K +51 +8%
FWP
1041
Forefront Wealth Partners
Texas
$475K +$74.9K +103 +17%
KA
1042
Kovack Advisors
Florida
$474K +$48K +66 +10%
CHP
1043
Cable Hill Partners
Oregon
$474K +$27.6K +38 +6%
KWM
1044
KFG Wealth Management
Indiana
$474K +$520K +715 New
CWM
1045
Cedar Wealth Management
California
$474K -$2.91K -4 -0.6%
PCM
1046
Peregrine Capital Management
Minnesota
$472K
AWA
1047
Arete Wealth Advisors
Illinois
$472K +$91.7K +126 +22%
SSW
1048
Smith Shellnut Wilson
Mississippi
$470K -$15.3K -21 -3%
PIA
1049
Pinion Investment Advisors
Kansas
$470K
V
1050
ViaWealth
Kansas
$468K +$28.4K +39 +6%