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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
451
HB Wealth Management
Georgia
$555K +$9.58K +319 +2%
GD
452
Grandfield & Dodd
New York
$550K -$10.8K -361 -2%
FA
453
Fiduciary Alliance
South Carolina
$544K -$7.99K -266 -1%
WWM
454
Western Wealth Management
Colorado
$544K +$22K +731 +4%
FPCP
455
Fort Point Capital Partners
California
$525K +$21.3K +710 +4%
Bank Julius Baer & Co
456
Bank Julius Baer & Co
Switzerland
$519K +$491K +16,335 New
CCA
457
Checchi Capital Advisers
California
$518K -$23.9K -796 -4%
EWM
458
Edge Wealth Management
New York
$518K -$4.18K -139 -0.8%
SGAM
459
Smith Group Asset Management
Texas
$516K
ECM
460
Elgethun Capital Management
South Dakota
$514K +$17.4K +578 +3%
CCG
461
Coastwise Capital Group
California
$513K +$4.51K +150 +0.9%
CA
462
Clearstead Advisors
Ohio
$512K -$18.4K -612 -3%
DAS
463
Dynamic Advisor Solutions
Arizona
$512K -$66.6K -2,216 -11%
GT
464
Glenview Trust
Kentucky
$512K -$454K -15,102 -47%
AIA
465
AssuredPartners Investment Advisors
Florida
$509K +$517K +17,212 New
WSC
466
Wellington Shields & Co
New York
$506K -$15K -500 -3%
NSIM
467
North Star Investment Management
Illinois
$504K -$3K -100 -0.6%
GT
468
Greenleaf Trust
Michigan
$504K -$55.6K -1,851 -10%
AIIMS
469
Analyst IMS Investment Management Services
Israel
$501K
IFG
470
Independent Financial Group
California
$499K +$117K +3,886 +30%
CC
471
Courier Capital
New York
$498K -$27.8K -926 -5%
JCM
472
J2 Capital Management
Michigan
$496K +$505K +16,795 New
LBWM
473
Left Brain Wealth Management
Illinois
$495K -$150K -5,000 -23%
FFC
474
First Financial Corp
Indiana
$493K -$330K -11,000 -40%
WIS
475
Wright Investors Service
Connecticut
$493K -$1.04M -34,629 -67%