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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
801
Shelton Wealth Management
Texas
$433K +$1.69K +7 +0.4%
TCA
802
Troluce Capital Advisors
Puerto Rico
$432K +$586K +2,425 New
EH
803
Equitable Holdings
New York
$430K +$5.31K +22 +1%
ESB
804
Essex Savings Bank
Connecticut
$430K -$9.9K -41 -2%
WANY
805
Wealthspire Advisors (New York)
New York
$429K +$454K +1,879 New
CWS
806
Confluence Wealth Services
Pennsylvania
$428K +$3.62K +15 +0.8%
TIA
807
Tiemann Investment Advisors
California
$423K -$18.1K -75 -4%
GHA
808
GW Henssler & Associates
Georgia
$420K +$147K +609 +49%
CAMG
809
CWA Asset Management Group
Florida
$420K +$52.4K +217 +13%
BHCM
810
Brevan Howard Capital Management
Jersey
$419K +$443K +1,834 New
WWM
811
Windsor Wealth Management
Indiana
$417K
BFG
812
Beacon Financial Group
Texas
$416K -$4.11K -17 -0.9%
EM
813
ELCO Management
New York
$416K -$27K -112 -6%
PP
814
Paloma Partners
Connecticut
$415K +$438K +1,816 New
SFB
815
STAR Financial Bank
Indiana
$415K -$22.7K -94 -5%
EP
816
Edgestream Partners
New Jersey
$412K -$666K -2,759 -60%
DWM
817
Dorchester Wealth Management
Quebec, Canada
$411K
AIP
818
Ameritas Investment Partners
Nebraska
$408K -$23.9K -99 -5%
MMG
819
Monetary Management Group
Missouri
$408K -$24.1K -100 -5%
NQWM
820
Northwest Quadrant Wealth Management
Oregon
$408K -$29.2K -121 -6%
GRP
821
Global Retirement Partners
California
$405K -$7.24K -30 -2%
ATWA
822
Arbor Trust Wealth Advisors
Michigan
$404K
VSQM
823
V-Square Quantitative Management
Illinois
$404K +$221K +916 +108%
MA
824
Mutual Advisors
Nebraska
$402K -$15.5K -64 -4%
CA
825
Crumly & Associates
Illinois
$401K -$6.04K -25 -1%