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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1951
Cozad Asset Management
Illinois
$429K -$741 -17 -0.2%
FWM
1952
Focused Wealth Management
New York
$426K -$15.7K -360 -3%
BDWM
1953
Brewin Dolphin Wealth Management
Ireland
$425K -$436 -10 -0.1%
SLF
1954
Sun Life Financial
Ontario, Canada
$424K -$9.33K -214 -2%
WFM
1955
Wolff Financial Management
Michigan
$424K
MFG
1956
Merit Financial Group
Georgia
$423K -$26.5K -608 -5%
CWM
1957
Chesapeake Wealth Management
Virginia
$422K -$101K -2,308 -18%
PIA
1958
Powell Investment Advisors
Florida
$422K
GIA
1959
Gladstone Institutional Advisory
Florida
$422K +$78.5K +1,801 +20%
KC
1960
Kingfisher Capital
North Carolina
$420K -$1.57M -35,986 -77%
MPW
1961
Monterey Private Wealth
California
$420K +$567 +13 +0.1%
PP
1962
PDS Planning
Ohio
$420K +$11.3K +260 +2%
BWA
1963
Beam Wealth Advisors
Louisiana
$419K -$32.1K -737 -6%
VC
1964
Veracity Capital
Georgia
$419K -$29.8K -684 -6%
NFG
1965
Nadler Financial Group
Illinois
$419K +$305 +7 +0.1%
BCWM
1966
Blue Chip Wealth Management
Florida
$418K +$30.6K +702 +7%
FPB
1967
First PREMIER Bank
South Dakota
$418K +$39K +895 +9%
RMAM
1968
Raab & Moskowitz Asset Management
New Jersey
$417K -$5.67K -130 -1%
QCM
1969
Quantinno Capital Management
New York
$416K
DAM
1970
Delta Asset Management
Tennessee
$415K -$9.33K -214 -2%
RWM
1971
RKL Wealth Management
Pennsylvania
$415K +$40.6K +932 +10%
GFPC
1972
Global Financial Private Client
Florida
$414K -$49.6K -1,138 -10%
GSWM
1973
Golden State Wealth Management
California
$413K -$464K -10,651 -50%
PWAG
1974
Polaris Wealth Advisory Group
California
$413K -$77.3K -1,774 -14%
O
1975
Ossiam
France
$412K -$81.6K -1,872 -15%