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Name Holding Trade Value Shares
Change
Change in
Stake
CA
826
Calton & Associates
Florida
$460K -$10.7K -42 -2%
CWM
827
Circle Wealth Management
New Jersey
$451K +$4.09K +16 +0.9%
IAP
828
Indie Asset Partners
Indiana
$450K +$19.2K +75 +4%
OIM
829
Oder Investment Management
California
$448K – – –
VAS
830
Vestmark Advisory Solutions
Massachusetts
$445K -$467K -1,828 -50%
PIM
831
Penobscot Investment Management
Massachusetts
$445K -$35.3K -138 -7%
PFS
832
Prospera Financial Services
Texas
$445K -$21K -82 -4%
VCM
833
Vigilant Capital Management
Maine
$442K +$4.09K +16 +0.9%
DWM
834
Dorchester Wealth Management
Quebec, Canada
$439K – – –
KPW
835
Kore Private Wealth
New York
$435K -$36.8K -144 -7%
EF
836
Empirical Finance
Pennsylvania
$432K -$2.26M -8,851 -83%
FPCG
837
Fort Pitt Capital Group
Pennsylvania
$432K +$11.8K +46 +3%
ALAM
838
Asahi Life Asset Management
Japan
$432K +$453K +1,770 New
LIM
839
Longfellow Investment Management
Massachusetts
$430K -$215K -842 -32%
ACA
840
Atlas Capital Advisors
Wyoming
$424K -$46K -180 -9%
CGA
841
Crescent Grove Advisors
Illinois
$424K +$445K +1,741 New
ACM
842
AlphaStar Capital Management
North Carolina
$422K +$2.3K +9 +0.5%
LWP
843
Legacy Wealth Planning
Nevada
$421K – – –
TSW
844
Thompson Siegel & Walmsley
Virginia
$419K -$40.2K -157 -8%
JIC
845
Joel Isaacson & Co
New York
$417K – – –
Koshinski Asset Management
846
Koshinski Asset Management
Illinois
$416K -$8.7K -34 -2%
CAC
847
Certified Advisory Corp
Florida
$414K +$256 +1 +0.1%
FMB
848
Field & Main Bank
Kentucky
$411K +$84.4K +330 +24%
IAS
849
Investment Advisory Services
Texas
$410K +$430K +1,680 New
CG
850
Caprock Group
Idaho
$409K -$36.8K -144 -8%