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Name Holding Trade Value Shares
Change
Change in
Stake
WAG
1851
Winthrop Advisory Group
Massachusetts
$339K +$44.8K +931 +15%
SA
1852
Syntax Advisors
New York
$338K -$18.1K -375 -5%
VCG
1853
Vantage Consulting Group
Virginia
$338K -$18.1K -375 -5%
RAM
1854
Redmond Asset Management
Virginia
$338K
DTC
1855
Davidson Trust Company
Washington
$337K -$4.91K -102 -1%
GAG
1856
GM Advisory Group
New York
$337K
SAM
1857
Sompo Asset Management
Japan
$337K +$54.4K +1,130 +19%
I2I
1858
Insight 2811 Inc
Illinois
$337K +$57.8K +1,200 +20%
1IA
1859
1620 Investment Advisors
Massachusetts
$335K
FH
1860
FWG Holdings
Florida
$334K -$1.06K -22 -0.3%
RCG
1861
Regatta Capital Group
California
$334K +$1.2K +25 +0.4%
CL
1862
CPWM LLC
Washington
$333K +$27.5K +570 +9%
CWM
1863
Cahaba Wealth Management
Georgia
$332K -$1.49K -31 -0.4%
GAM
1864
Grandview Asset Management
Pennsylvania
$332K
CC
1865
Centiva Capital
New York
$332K +$341K +7,087 New
FC
1866
Forte Capital
New York
$331K
AWA
1867
Aaron Wealth Advisors
Illinois
$331K -$97K -2,013 -22%
SAM
1868
Secure Asset Management
Michigan
$330K +$21K +436 +7%
FA
1869
Fagan Associates
New York
$329K -$3.18K -66 -0.9%
SCS
1870
Syquant Capital SAS
France
$328K -$24.1K -500 -7%
GDP
1871
Great Diamond Partners
Maine
$328K +$1.59K +33 +0.5%
CA
1872
Calton & Associates
Florida
$328K +$10.2K +212 +3%
JWM
1873
Jeppson Wealth Management
California
$328K +$38.5K +799 +13%
FAIM
1874
Financial Advocates Investment Management
Washington
$327K -$4.53K -94 -1%
RPWA
1875
Regent Peak Wealth Advisors
Georgia
$327K +$19.4K +403 +6%