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Name Holding Trade Value Shares
Change
Change in
Stake
WFI
351
West Family Investments
California
$445K -$110K -1,877 -19%
CC
352
Cadinha & Co
Hawaii
$443K +$54.1K +925 +13%
CPIG
353
Chicago Partners Investment Group
Illinois
$441K +$1.81K +31 +0.4%
JHCP
354
Jackson Hole Capital Partners
Oklahoma
$436K +$448K +7,657 New
ESB
355
Essex Savings Bank
Connecticut
$434K
LWCFA
356
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$432K +$3.62K +62 +0.9%
CWM
357
Chronos Wealth Management
Florida
$428K
MWM
358
Mission Wealth Management
California
$426K -$20.8K -355 -5%
AWE
359
Avidian Wealth Enterprises
Texas
$423K +$3.86K +66 +0.9%
AWM
360
Axxcess Wealth Management
California
$421K +$433K +7,406 New
PWAM
361
Pinnacle West Asset Management
Wyoming
$421K +$48.2K +825 +13%
HBCM
362
Heron Bay Capital Management
Michigan
$417K +$429K +7,338 New
HCP
363
Hexagon Capital Partners
Arkansas
$412K +$10.5K +179 +3%
BA
364
Bristlecone Advisors
Washington
$409K
RG
365
Rathbones Group
United Kingdom
$406K +$416K +7,119 New
PWPS
366
Pinnacle Wealth Planning Services
Ohio
$406K +$14.5K +248 +4%
GCM
367
Gallacher Capital Management
Colorado
$403K +$10.5K +179 +3%
PWM
368
Perigon Wealth Management
California
$402K +$161K +2,757 +64%
SPWM
369
Straight Path Wealth Management
Michigan
$398K +$409K +7,000 New
KA
370
Kovack Advisors
Florida
$397K +$4.85K +83 +1%
IC
371
IEQ Capital
California
$393K -$2.57K -44 -0.6%
IAIM
372
International Assets Investment Management
Florida
$391K +$90.3K +1,545 +28%
VOYA Investment Management
373
VOYA Investment Management
Georgia
$387K +$397K +6,795 New
CIM
374
Confluence Investment Management
Missouri
$383K -$818 -14 -0.2%
Carson Wealth (CWM LLC)
375
Carson Wealth (CWM LLC)
Nebraska
$380K -$355K -6,078 -48%