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Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
1026
Williams Jones Wealth Management
New York
$504K -$135K -185 -20%
IFWM
1027
Institute for Wealth Management
Colorado
$502K -$13.1K -18 -2%
AWMT
1028
AAFMAA Wealth Management & Trust
North Carolina
$501K -$456K -627 -45%
TW
1029
Traveka Wealth
California
$498K -$101K -139 -16%
CIAS
1030
Capital Investment Advisory Services
North Carolina
$498K +$303K +417 +124%
TSWM
1031
Triangle Securities Wealth Management
North Carolina
$494K – – –
DWM
1032
DecisionMap Wealth Management
Virginia
$494K +$12.4K +17 +2%
IG
1033
ING Group
Netherlands
$489K +$537K +738 New
PFA
1034
Pure Financial Advisors
California
$488K +$10.2K +14 +2%
FBFS
1035
First Business Financial Services
Wisconsin
$488K +$536K +737 New
NCM
1036
Northside Capital Management
Oregon
$488K +$246K +338 +85%
PCM
1037
Prelude Capital Management
New York
$480K -$997K -1,370 -65%
Bank Julius Baer & Co
1038
Bank Julius Baer & Co
Switzerland
$479K +$49.5K +68 +10%
WIM
1039
Westside Investment Management
California
$478K +$510K +701 +3,505%
QCIG
1040
Quad-Cities Investment Group
Iowa
$476K -$8.73K -12 -2%
SGA
1041
Strategic Global Advisors
California
$476K -$468K -644 -47%
APWM
1042
Argonautica Private Wealth Management
Massachusetts
$475K +$37.1K +51 +8%
FWP
1043
Forefront Wealth Partners
Texas
$475K +$74.9K +103 +17%
KA
1044
Kovack Advisors
Florida
$474K +$48K +66 +10%
CHP
1045
Cable Hill Partners
Oregon
$474K +$27.6K +38 +6%
KWM
1046
KFG Wealth Management
Indiana
$474K +$520K +715 New
CWM
1047
Cedar Wealth Management
California
$474K -$2.91K -4 -0.6%
PCM
1048
Peregrine Capital Management
Minnesota
$472K – – –
AWA
1049
Arete Wealth Advisors
Illinois
$472K +$91.7K +126 +22%
SSW
1050
Smith Shellnut Wilson
Mississippi
$470K -$15.3K -21 -3%