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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
701
Carret Asset Management
New York
$511K
RPC
702
Rossmore Private Capital
Connecticut
$511K +$96.2K +500 +23%
UAS
703
United Asset Strategies
New York
$508K -$627K -3,259 -55%
MCP
704
Martin Capital Partners
Oregon
$507K +$110K +573 +28%
AC
705
Athanor Capital
New York
$507K +$506K +2,631 New
M
706
MOTCO
Texas
$506K -$126K -653 -20%
SCM
707
Schnieders Capital Management
California
$505K -$1.93K -10 -0.4%
ACS
708
Archford Capital Strategies
Illinois
$503K -$1.16M -6,049 -70%
SB
709
Strategic Blueprint
Georgia
$502K +$37.9K +197 +8%
BWP
710
Baldwin Wealth Partners
Massachusetts
$501K +$26.6K +138 +6%
E
711
Ergoteles
New York
$499K +$498K +2,586 New
LOAMS
712
Lombard Odier Asset Management (Switzerland)
Switzerland
$496K +$495K +2,574 New
VC
713
Veracity Capital
Georgia
$494K
CFG
714
Cooper Financial Group
California
$494K +$44.7K +232 +10%
BAM
715
Blueshift Asset Management
New Jersey
$493K -$1.01M -5,249 -67%
IWS
716
Insight Wealth Strategies
California
$493K +$242K +1,256 +97%
PAMG
717
Patton Albertson Miller Group
Tennessee
$491K -$2.89K -15 -0.6%
AF
718
Allworth Financial
California
$490K +$1.93K +10 +0.4%
BDF
719
Balasa Dinverno & Foltz
$488K -$231K -1,202 -32%
LIM
720
Longfellow Investment Management
Massachusetts
$488K -$71.4K -371 -13%
WIC
721
Woodmont Investment Counsel
Tennessee
$486K -$1.93K -10 -0.4%
WG
722
Welch Group
Alabama
$486K +$191K +992 +65%
MAWCM
723
Mine & Arao Wealth Creation & Management
California
$482K -$12.5K -65 -3%
CG
724
Colony Group
Massachusetts
$481K +$2.12K +11 +0.4%
MWM
725
Mattern Wealth Management
Kansas
$479K -$921K -4,785 -66%