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Name Holding Trade Value Shares
Change
Change in
Stake
WDG
2126
Wealth Dimensions Group
Ohio
$680K -$40.6K -753 -6%
APWM
2127
Atlas Private Wealth Management
New York
$679K -$20.3K -377 -3%
DAM
2128
Draper Asset Management
New York
$678K +$681K +12,616 New
DTC
2129
Davidson Trust Company
Washington
$677K +$2.7K +50 +0.4%
FTWA
2130
Fifth Third Wealth Advisors
Ohio
$677K +$279K +5,172 +70%
CBA
2131
Coastal Bridge Advisors
Connecticut
$676K +$21.1K +392 +3%
CWS
2132
Cypress Wealth Services
California
$676K +$2K +37 +0.3%
PFP
2133
Paragon Financial Partners
California
$675K
AWM
2134
Accel Wealth Management
Iowa
$673K +$3.02K +56 +0.4%
DAC
2135
Dividend Assets Capital
South Carolina
$670K -$189K -3,504 -22%
FWM
2136
Focused Wealth Management
New York
$670K -$3.45K -64 -0.5%
BWAM
2137
Boyd Watterson Asset Management
Ohio
$669K -$701 -13 -0.1%
CCIA
2138
Campbell & Co Investment Adviser
Maryland
$669K -$303K -5,618 -31%
CHAM
2139
Clear Harbor Asset Management
Connecticut
$669K +$3.62K +67 +0.5%
EB
2140
Exchange Bank
California
$669K
PIA
2141
Pinion Investment Advisors
Kansas
$667K +$9.06K +168 +1%
AMM
2142
American Money Management
California
$662K +$38.9K +721 +6%
CFS
2143
CRA Financial Services
New Jersey
$661K +$56.2K +1,042 +9%
AFG
2144
Allegheny Financial Group
Pennsylvania
$659K +$122K +2,265 +23%
CWA
2145
CM Wealth Advisors
Ohio
$658K +$383K +7,090 +134%
ERSOT
2146
Employees Retirement System of Texas
Texas
$657K
VFA
2147
Voya Financial Advisors
Connecticut
$656K -$135K -2,506 -17%
AFPL
2148
Advus Financial Partners, LLC
Florida
$655K +$30.5K +565 +5%
OHWA
2149
Oak Hill Wealth Advisors
Virginia
$655K +$37.3K +692 +6%
VCP
2150
Verus Capital Partners
Arizona
$653K +$29.6K +548 +5%