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Name Holding Trade Value Shares
Change
Change in
Stake
Circle Wealth Management
826
Circle Wealth Management
New Jersey
$475K -$225K -899 -33%
Caprock Group
827
Caprock Group
Idaho
$472K -$22.5K -90 -5%
VFA
828
Voya Financial Advisors
Connecticut
$470K -$19.2K -77 -4%
BFG
829
Beacon Financial Group
Texas
$468K – – –
TD Ameritrade Investment Management
830
TD Ameritrade Investment Management
Nebraska
$467K – – –
BA
831
Birinyi Associates
Connecticut
$466K -$275K -1,100 -38%
DWM
832
Dorchester Wealth Management
Quebec, Canada
$466K – – –
VCM
833
Vigilant Capital Management
Maine
$466K +$131K +525 +41%
IAP
834
Indie Asset Partners
Indiana
$459K – – –
Haverford Trust Company
835
Haverford Trust Company
Pennsylvania
$453K -$7.75K -31 -2%
Associated Banc-Corp
836
Associated Banc-Corp
Wisconsin
$452K -$7.03M -28,135 -89%
Mather Group
837
Mather Group
Illinois
$452K +$749 +3 +0.2%
Koshinski Asset Management
838
Koshinski Asset Management
Illinois
$451K +$12.7K +51 +3%
Lido Advisors
839
Lido Advisors
California
$449K -$401K -1,607 -48%
TCM
840
Tuttle Capital Management
Connecticut
$448K +$432K +1,728 New
LWP
841
Legacy Wealth Planning
Nevada
$447K – – –
Fort Pitt Capital Group
842
Fort Pitt Capital Group
Pennsylvania
$447K +$94.9K +380 +28%
ACM
843
AlphaStar Capital Management
North Carolina
$447K +$431K +1,724 New
MC
844
Moors & Cabot
Massachusetts
$445K -$98.2K -393 -19%
ESB
845
Essex Savings Bank
Connecticut
$445K – – –
SSWG
846
Seven Springs Wealth Group
Tennessee
$444K – – –
JIC
847
Joel Isaacson & Co
New York
$443K – – –
KIA
848
KCM Investment Advisors
California
$442K +$162K +647 +61%
CAC
849
Certified Advisory Corp
Florida
$440K +$424K +1,697 New
CMO
850
Covenant Multifamily Offices
Texas
$435K +$419K +1,678 New