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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1301
Angeles Wealth Management
California
$462K +$67.9K +236 +17%
AA
1302
Advisory Alpha
Michigan
$459K -$863 -3 -0.2%
WEG
1303
World Equity Group
Illinois
$457K -$3.74K -13 -0.8%
BONH
1304
Bank of New Hampshire
New Hampshire
$457K
4WM
1305
44 Wealth Management
Oregon
$455K +$21.9K +76 +5%
ICP
1306
Interchange Capital Partners
Pennsylvania
$454K +$39.7K +138 +10%
SAM
1307
Sawgrass Asset Management
Florida
$453K +$35.1K +122 +8%
Bank Julius Baer & Co
1308
Bank Julius Baer & Co
Switzerland
$452K +$1.15K +4 +0.3%
EI
1309
Ellevest Inc
New York
$452K -$14.7K -51 -3%
LW
1310
Linscomb Wealth
Texas
$450K -$47.5K -165 -10%
BFA
1311
Brown Financial Advisors
Ohio
$448K -$9.21K -32 -2%
CI Investments Inc
1312
CI Investments Inc
Ontario, Canada
$448K -$7.05M -24,508 -94%
HBCM
1313
Heron Bay Capital Management
Michigan
$448K
PAM
1314
Palisade Asset Management
Minnesota
$446K
BAM
1315
Broyhill Asset Management
North Carolina
$445K
FFN
1316
Focus Financial Network
Minnesota
$442K +$71.7K +249 +20%
PCMN
1317
Paradigm Capital Management (Nevada)
Nevada
$440K +$14.4K +50 +3%
HVIA
1318
Hudson Valley Investment Advisors
New York
$439K +$10.1K +35 +2%
MWS
1319
MFA Wealth Services
California
$439K -$1.73K -6 -0.4%
IA
1320
IFC Advisors
California
$438K +$576 +2 +0.1%
RGC
1321
Roberts, Glore & Co
Illinois
$438K +$1.44K +5 +0.3%
SAM
1322
Steinberg Asset Management
New York
$436K
AF
1323
Alerus Financial
North Dakota
$433K -$8.35K -29 -2%
TFA
1324
Transamerica Financial Advisors
Florida
$433K +$15.5K +54 +4%
QWP
1325
Quotient Wealth Partners
Texas
$433K +$21K +73 +5%