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Name Holding Trade Value Shares
Change
Change in
Stake
AGAM
1401
Audent Global Asset Management
California
$479K -$43.8K -211 -9%
DWM
1402
Dorchester Wealth Management
Quebec, Canada
$479K +$469K +2,255 New
DA
1403
DCF Advisers
Connecticut
$478K +$467K +2,250 New
BA
1404
Bridge Advisory
California
$478K -$2.7K -13 -0.6%
Jones Financial Companies
1405
Jones Financial Companies
Missouri
$477K +$23.5K +113 +5%
BCG
1406
Breakwater Capital Group
New Jersey
$476K +$63.4K +305 +16%
OBWG
1407
Onyx Bridge Wealth Group
New York
$475K +$83.1K +400 +22%
PBC
1408
Pavion Blue Capital
California
$475K -$64.4K -310 -12%
TWM
1409
Tradition Wealth Management
Minnesota
$475K -$6.23K -30 -1%
BBI
1410
Baxter Bros Inc
Connecticut
$473K
SAG
1411
SageView Advisory Group
California
$473K -$51.9K -250 -10%
NW
1412
NewEdge Wealth
Pennsylvania
$473K +$140K +672 +43%
PWM
1413
PBMares Wealth Management
Virginia
$472K -$10.2K -49 -2%
BW
1414
Bison Wealth
Georgia
$472K +$6.65K +32 +1%
AP
1415
Adero Partners
California
$471K +$37.2K +179 +9%
AFPL
1416
Advus Financial Partners, LLC
Florida
$470K -$10.2K -49 -2%
HCA
1417
Harbour Capital Advisors
Virginia
$469K +$16.6K +80 +4%
MIC
1418
Meridian Investment Counsel
California
$468K
TFP
1419
TrueWealth Financial Partners
Washington
$467K +$28.5K +137 +7%
PIM
1420
Penobscot Investment Management
Massachusetts
$467K -$3.12K -15 -0.7%
WIA
1421
Westbourne Investment Advisors
Maryland
$467K -$11.4K -55 -2%
CS
1422
Capital Square
Tennessee
$467K
CICI
1423
Capital Investment Counsel Inc
North Carolina
$464K
IIC
1424
Ironwood Investment Counsel
Arizona
$464K -$59.4K -286 -12%
WAS
1425
WESPAC Advisors SoCal
California
$464K -$26K -125 -5%