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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
1676
Wealthspire Advisors (New York)
New York
$322K -$6.48M -28,127 -96%
CCM
1677
Consolidated Capital Management
California
$322K
CAM
1678
Crestone Asset Management
Colorado
$322K +$27.9K +121 +10%
JPG
1679
Jordan Park Group
California
$322K +$304K +1,320 New
FFG
1680
Ford Financial Group
California
$321K
LNB
1681
Ledyard National Bank
$321K
MA
1682
MONECO Advisors
Connecticut
$321K +$3.92K +17 +1%
GD
1683
Grandfield & Dodd
New York
$320K +$461 +2 +0.2%
BAAM
1684
Baker Avenue Asset Management
California
$319K -$2.77K -12 -0.9%
JWM
1685
Jeppson Wealth Management
California
$318K +$1.61K +7 +0.5%
MC
1686
Machina Capital
France
$315K +$298K +1,291 New
PHS
1687
Pekin Hardy Strauss
Illinois
$314K
HIC
1688
Holderness Investments Company
North Carolina
$314K +$2.31K +10 +0.8%
DHFB
1689
Dixon Hubard Feinour & Brown
Virginia
$310K +$15.7K +68 +6%
RGC
1690
Roberts, Glore & Co
Illinois
$309K -$922 -4 -0.3%
NPA
1691
Nichols & Pratt Advisers
Massachusetts
$309K
SM
1692
Sciencast Management
New Jersey
$308K +$288K +1,250 New
NIG
1693
NFJ Investment Group
Texas
$307K +$289K +1,256 +62,800%
KWM
1694
Keebeck Wealth Management
Illinois
$305K +$61.8K +268 +27%
GAM
1695
Griffin Asset Management
New York
$304K -$20.7K -90 -7%
MSR
1696
Main Street Research
Connecticut
$304K -$15.2K -66 -5%
BA
1697
Bridgewater Associates
Connecticut
$303K +$286K +1,240 New
CWP
1698
Capital Wealth Planning
Florida
$301K -$2.07K -9 -0.7%
RM
1699
Resource Management
Louisiana
$300K -$177K -770 -39%
EWM
1700
Endurance Wealth Management
Rhode Island
$300K