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Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
1626
Williams Jones Wealth Management
New York
$517K -$343K -1,589 -38%
GI
1627
Gradient Investments
Minnesota
$516K +$21.2K +98 +4%
WTA
1628
Washington Trust Advisors
Massachusetts
$514K +$9.72K +45 +2%
VCM
1629
Virtue Capital Management
Tennessee
$514K
CCA
1630
Childress Capital Advisors
Texas
$514K +$548K +2,534 New
FFC
1631
First Financial Corp
Indiana
$513K +$62.9K +291 +13%
BFM
1632
Boothbay Fund Management
New York
$512K -$3.39M -15,699 -86%
SWM
1633
Silverlake Wealth Management
Vermont
$511K +$135K +626 +33%
HL
1634
HeadInvest LLC
Maine
$511K -$4.75K -22 -0.9%
CW
1635
CreativeOne Wealth
Kansas
$510K -$896K -4,149 -62%
GSIAS
1636
Garden State Investment Advisory Services
New Jersey
$509K +$45.8K +212 +9%
HCM
1637
Hengehold Capital Management
Ohio
$508K
SGA
1638
Seaport Global Advisors
Massachusetts
$507K -$32K -148 -6%
SFA
1639
Semmax Financial Advisors
North Carolina
$506K +$508K +2,352 New
PWP
1640
Perfromance Wealth Partners
Illinois
$505K +$25.9K +120 +5%
SB
1641
Sunflower Bank
Texas
$505K +$32.6K +151 +6%
SC
1642
Solstein Capital
California
$504K
AR
1643
Advisory Research
Illinois
$504K +$13.6K +63 +3%
IA
1644
IAM Advisory
Pennsylvania
$504K +$537K +2,484 New
Fayez Sarofim & Co
1645
Fayez Sarofim & Co
Texas
$502K +$535K +2,478 New
JIP
1646
Jaffetilchin Investment Partners
Florida
$502K -$14K -65 -3%
CWM
1647
Circle Wealth Management
New Jersey
$495K +$13.6K +63 +3%
CF
1648
Copperwynd Financial
Arizona
$488K -$101K -468 -16%
ACM
1649
Allred Capital Management
Texas
$487K -$3.02K -14 -0.6%
VT
1650
Vise Technologies
New York
$487K +$40K +185 +8%