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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1526
Altavista Wealth Management
North Carolina
$783K -$3.88K -42 -0.6%
BCAM
1527
Boston Common Asset Management
Massachusetts
$776K +$108K +1,173 +18%
LGT Fund Management
1528
LGT Fund Management
Liechtenstein
$774K +$693K +7,500 New
VCM
1529
Virtue Capital Management
Tennessee
$772K +$66.1K +715 +11%
FMB
1530
Field & Main Bank
Kentucky
$771K +$11.6K +125 +2%
MWA
1531
Meridian Wealth Advisors
Texas
$770K -$3.88K -42 -0.6%
VCG
1532
Vantage Consulting Group
Virginia
$769K -$73.4K -794 -10%
SA
1533
Syntax Advisors
New York
$769K +$688K +7,450 New
IFWM
1534
Institute for Wealth Management
Colorado
$764K +$30.1K +326 +5%
IIM
1535
InTrack Investment Management
Vermont
$763K -$9.43K -102 -1%
COF
1536
Capital One Financial
Virginia
$762K – – –
CFD
1537
Creative Financial Designs
Indiana
$753K -$606K -6,562 -47%
BHB
1538
Bank Hapoalim BM
Israel
$753K -$74.4K -805 -10%
TC
1539
Truvestments Capital
Florida
$750K +$11K +119 +2%
PCS
1540
Personal CFO Solutions
New Jersey
$748K +$142K +1,539 +27%
CRWM
1541
Castle Rock Wealth Management
California
$747K -$16.7K -181 -2%
Congress Wealth Management
1542
Congress Wealth Management
Massachusetts
$747K +$669K +7,242 New
Benjamin Edwards Inc
1543
Benjamin Edwards Inc
Missouri
$746K +$364K +3,938 +120%
MW
1544
Marcum Wealth
Ohio
$745K +$3.88K +42 +0.6%
VAFP
1545
Vahanian & Associates Financial Planning
New York
$742K +$665K +7,193 New
WF
1546
Williams Financial
Vermont
$741K – – –
BHWM
1547
Bar Harbor Wealth Management
New Hampshire
$737K +$2.77K +30 +0.4%
CPA
1548
Clear Perspective Advisors
Illinois
$735K +$157K +1,703 +31%
OCM
1549
Orion Capital Management
California
$734K – – –
ADBIC
1550
A.D. Beadell Investment Counsel
Wisconsin
$732K -$60.1K -650 -8%