Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1126
Axxcess Wealth Management
California
$677K -$288K -1,035 -32%
CCA
1127
Coign Capital Advisors
Utah
$677K -$16.7K -60 -3%
IIM
1128
InTrack Investment Management
Vermont
$676K -$92K -331 -13%
ESB
1129
Essex Savings Bank
Connecticut
$672K -$10.6K -38 -2%
BB
1130
Bell Bank
North Dakota
$672K -$2.78K -10 -0.4%
CIC
1131
Chilton Investment Company
Connecticut
$667K -$27.3M -98,131 -98%
SGK
1132
Steigerwald Gordon & Koch
Virginia
$666K -$8.34K -30 -1%
EWA
1133
Encompass Wealth Advisors
Oregon
$666K – – –
SWM
1134
Spire Wealth Management
Virginia
$665K -$1.68M -6,044 -73%
BSTWA
1135
Blake Schutter Theil Wealth Advisors
Ohio
$661K -$37K -133 -6%
CAM
1136
Cidel Asset Management
Ontario, Canada
$661K -$23.6K -85 -4%
FCCM
1137
First City Capital Management
Georgia
$661K -$13.9K -50 -2%
SFS
1138
Sowell Financial Services
Arkansas
$660K +$608K +2,187 New
VAS
1139
Vestmark Advisory Solutions
Massachusetts
$659K +$283K +1,017 +87%
Hudson Bay Capital Management
1140
Hudson Bay Capital Management
Connecticut
$654K +$602K +2,166 New
EW
1141
Evoke Wealth
California
$651K +$94.2K +339 +19%
AWA
1142
Arkadios Wealth Advisors
Georgia
$648K +$28.6K +103 +5%
MFA
1143
Mayflower Financial Advisors
Massachusetts
$647K +$25.6K +92 +4%
DIM
1144
Delta Investment Management
California
$645K +$90.6K +326 +18%
CPWA
1145
Cerro Pacific Wealth Advisors
California
$644K -$1.67K -6 -0.3%
MMHP
1146
Murphy Middleton Hinkle & Parker
Georgia
$643K – – –
TFP
1147
Tilia Fiduciary Partners
North Carolina
$642K -$5K -18 -0.8%
PMSA
1148
Patrick M. Sweeney & Associates
Illinois
$640K +$5.56K +20 +1%
1WA
1149
180 Wealth Advisors
Washington
$639K +$42.8K +154 +8%
GWM
1150
Graybill Wealth Management
Illinois
$637K +$586K +2,110 New