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Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
2451
Capital Advisors Wealth Management
Washington
$505K -$41.5K -676 -9%
GAM
2452
GEM Asset Management
Michigan
$504K +$5.96K +97 +1%
WTFG
2453
Wells Trecaso Financial Group
Ohio
$502K -$39.3K -640 -8%
GWM
2454
Gitterman Wealth Management
New Jersey
$501K +$232K +3,776 +110%
M
2455
Mirova
France
$501K -$2.03M -33,072 -82%
GFG
2456
Greenberg Financial Group
Arizona
$499K +$184 +3 +0.1%
AIS
2457
AM Investment Strategies
Tennessee
$498K +$2.95K +48 +0.7%
BCM
2458
Buckhead Capital Management
Georgia
$498K -$4.24K -69 -1%
KCIC
2459
Kuhn & Co Investment Counsel
Illinois
$497K
KBFS
2460
Kohmann Bosshard Financial Services
Ohio
$497K
FNC
2461
First National Corp
Massachusetts
$497K +$6.14K +100 +1%
KA
2462
Kozak & Associates
Colorado
$497K +$2.83K +46 +0.6%
SEP
2463
Southland Equity Partners
Missouri
$496K -$4.73K -77 -1%
CPA
2464
Capital Performance Advisors
California
$494K +$42.4K +690 +11%
MHC
2465
May Hill Capital
Massachusetts
$494K +$59.5K +968 +16%
POIA
2466
Pin Oak Investment Advisors
Texas
$494K -$43.6K -710 -8%
RPCONE
2467
Retirement Planning Company of New England
Rhode Island
$493K -$22.1K -360 -5%
AIC
2468
Archer Investment Corporation
Indiana
$493K +$123 +2 +0%
CFG
2469
Carr Financial Group
Massachusetts
$492K +$1.78K +29 +0.4%
BWS
2470
Broadway Wealth Solutions
Texas
$492K -$5.59K -91 -1%
CMBA
2471
C.M. Bidwell & Associates
Hawaii
$491K +$3.81K +62 +0.9%
FPL
2472
Fortress Private Ledger
North Carolina
$489K +$51K +830 +13%
TWM
2473
Trueblood Wealth Management
Ohio
$488K
MF
2474
Manchester Financial
California
$488K -$4.06K -66 -0.9%
CA
2475
Claris Advisors
Missouri
$488K -$268K -4,359 -38%