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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1676
Evermay Wealth Management
Virginia
$714K +$241K +900 +48%
AIA
1677
Angeles Investment Advisors
California
$713K +$56.5K +211 +8%
MC
1678
Mathes Company
New York
$701K -$26.8K -100 -4%
ACGA
1679
Atlanta Consulting Group Advisors
Georgia
$698K -$134K -500 -16%
SGA
1680
Seaport Global Advisors
Massachusetts
$698K
HNW
1681
High Note Wealth
Minnesota
$697K +$12.8K +48 +2%
MSWM
1682
McGlone Suttner Wealth Management
Wisconsin
$696K -$56.5K -211 -7%
AA
1683
Alta Advisers
United Kingdom
$694K
OCM
1684
Osterweis Capital Management
California
$693K -$26.8K -100 -4%
OFS
1685
OneAscent Financial Services
Alabama
$691K +$57.5K +215 +9%
BWA
1686
Blodgett Wealth Advisors
California
$691K -$54.9K -205 -7%
APW
1687
Austin Private Wealth
Texas
$691K -$27.8K -104 -4%
PCM
1688
Poehling Capital Management
Wisconsin
$689K +$717K +2,681 New
CAM
1689
Carret Asset Management
New York
$689K +$1.34K +5 +0.2%
SAI
1690
Savvy Advisors Inc
New York
$685K +$342K +1,278 +92%
VA
1691
Valmark Advisers
Ohio
$683K -$188K -703 -21%
FWP
1692
FAS Wealth Partners
Kansas
$681K +$80.3K +300 +13%
Fayez Sarofim & Co
1693
Fayez Sarofim & Co
Texas
$680K -$72.5K -271 -9%
DW30
1694
Drucker Wealth 3.0
New Jersey
$679K +$707K +2,642 New
GI
1695
Gradient Investments
Minnesota
$679K -$11.3M -42,314 -94%
MCC
1696
Malaga Cove Capital
California
$679K -$11.5K -43 -2%
CP
1697
Castleview Partners
Texas
$678K +$55.7K +208 +9%
RIG
1698
Ramiah Investment Group
Wisconsin
$678K +$706K +2,637 New
EHWM
1699
Eads & Heald Wealth Management
Georgia
$677K +$53.5K +200 +8%
AP
1700
Appleton Partners
Massachusetts
$674K -$12.8K -48 -2%