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Name Holding Trade Value Shares
Change
Change in
Stake
TPI
1026
Trust Point Inc
Wisconsin
$618K +$103K +144 +23%
LA
1027
LM Advisors
California
$617K -$359K -500 -39%
FA
1028
FDx Advisors
Illinois
$611K -$11.5K -16 -2%
NERM
1029
New England Research & Management
Illinois
$610K +$718 +1 +0.1%
WPW
1030
Warther Private Wealth
Ohio
$610K -$13.6K -19 -2%
1WM
1031
1900 Wealth Management
Texas
$609K -$9.33K -13 -2%
VAF
1032
Values Added Financial
District of Columbia
$609K -$1.44K -2 -0.3%
IFWM
1033
Institute for Wealth Management
Colorado
$607K
AHL
1034
Abel Hall LLC
Louisiana
$606K -$73.2K -102 -12%
WF
1035
Welch & Forbes
Massachusetts
$601K +$538K +750 New
MIA
1036
MMBG Investment Advisors
Florida
$601K -$108K -151 -17%
FFN
1037
Focus Financial Network
Minnesota
$601K +$51K +71 +10%
DWM
1038
DecisionMap Wealth Management
Virginia
$595K -$2.15K -3 -0.4%
APW
1039
Aventura Private Wealth
Florida
$591K -$17.2K -24 -3%
FBFS
1040
First Business Financial Services
Wisconsin
$591K
NCM
1041
Northside Capital Management
Oregon
$590K
KA
1042
Kovack Advisors
Florida
$589K +$14.4K +20 +3%
SM
1043
Sweeney & Michel
California
$588K -$2.87K -4 -0.5%
CSPIA
1044
Cary Street Partners Investment Advisory
Virginia
$587K -$26.6K -37 -5%
EB
1045
Eastern Bank
Massachusetts
$587K -$20.8K -29 -4%
RI
1046
Ridgewood Investments
New Jersey
$583K +$104K +145 +25%
Bank Julius Baer & Co
1047
Bank Julius Baer & Co
Switzerland
$579K
GA
1048
Guerra Advisors
Florida
$576K +$73.9K +103 +17%
CWM
1049
Cedar Wealth Management
California
$573K
SAMC
1050
Spectrum Asset Management (California)
California
$572K +$512K +714 New