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Name Holding Trade Value Shares
Change
Change in
Stake
WI
1026
WBI Investments
New Jersey
$446K -$3.79M -11,881 -88%
CWS
1027
Confluence Wealth Services
Pennsylvania
$446K +$31.2K +98 +7%
SCM
1028
Shelton Capital Management
Colorado
$444K -$24.5K -77 -5%
KB
1029
Kimelman & Baird
New York
$443K
AP
1030
Appleton Partners
Massachusetts
$443K +$512K +1,605 New
DIP
1031
Davis Investment Partners
North Carolina
$442K
FFN
1032
Focus Financial Network
Minnesota
$442K +$638 +2 +0.1%
FTWA
1033
Fifth Third Wealth Advisors
Ohio
$439K -$1.59K -5 -0.3%
SCM
1034
Stevens Capital Management
Pennsylvania
$439K +$507K +1,590 New
CA
1035
Claro Advisors
Massachusetts
$439K -$284K -890 -36%
SMA
1036
Sage Mountain Advisors
Georgia
$439K -$126K -395 -20%
PWMAG
1037
Pinnacle Wealth Management Advisory Group
New Jersey
$439K -$15.6K -49 -3%
MGAM
1038
McGowan Group Asset Management
Texas
$438K +$638 +2 +0.1%
SAI
1039
Systematic Alpha Investments
New Jersey
$437K -$395K -1,240 -44%
GJWM
1040
Gilliland Jeter Wealth Management
Arkansas
$436K +$638 +2 +0.1%
LWCFA
1041
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$430K -$10.2M -31,920 -96%
ALAM
1042
Asahi Life Asset Management
Japan
$428K +$494K +1,550 New
PWA
1043
Provenance Wealth Advisors
Florida
$428K
FAFN
1044
First Affirmative Financial Network
Colorado
$424K +$23.9K +75 +5%
CAMV
1045
Concord Asset Management (Virginia)
Virginia
$424K +$146K +459 +43%
IAS
1046
Insigneo Advisory Services
Florida
$423K -$257K -805 -34%
HPM
1047
Hudson Portfolio Management
New York
$423K -$19.1K -60 -4%
AC
1048
AXQ Capital
New Jersey
$422K +$487K +1,527 New
PAS
1049
Professional Advisory Services
Florida
$421K
MC
1050
Middleton & Co
Massachusetts
$421K