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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1451
Challenger Wealth Management
California
$3.89M +$1.46K +8 +0%
AWA
1452
Aaron Wealth Advisors
Illinois
$3.89M -$236K -1,292 -6%
NCM
1453
Nelson Capital Management
California
$3.88M -$1.77M -9,734 -34%
EM
1454
Excalibur Management
Massachusetts
$3.88M -$64K -351 -2%
BL
1455
BFSG LLC
California
$3.88M -$247K -1,352 -7%
CC
1456
Cadinha & Co
Hawaii
$3.87M +$37K +203 +1%
MCF Advisors
1457
MCF Advisors
Kentucky
$3.86M +$1.14M +6,233 +50%
FFS
1458
Founders Financial Securities
Maryland
$3.86M +$150K +822 +4%
UA
1459
Unison Advisors
District of Columbia
$3.85M +$35.2K +193 +1%
CBA
1460
Coastal Bridge Advisors
Connecticut
$3.85M +$118K +645 +4%
KMWM
1461
Keudell/Morrison Wealth Management
Oregon
$3.85M +$168K +920 +5%
BP
1462
BBR Partners
New York
$3.84M – – –
LCG
1463
Lynx Capital Group
Ohio
$3.84M -$20.2K -111 -0.6%
CFS
1464
CRA Financial Services
New Jersey
$3.84M +$145K +795 +4%
SIM
1465
Stratos Investment Management
Ohio
$3.82M +$150K +820 +5%
VST
1466
Van Strum & Towne
California
$3.82M +$3.46K +19 +0.1%
EAN
1467
Excelsior Advisor Network
Colorado
$3.81M +$298K +1,635 +10%
SageView Advisory Group
1468
SageView Advisory Group
California
$3.81M -$2.17M -11,909 -39%
1WA
1469
180 Wealth Advisors
Washington
$3.81M -$102K -558 -3%
SWM
1470
Shrier Wealth Management
California
$3.8M -$72K -395 -2%
MWM
1471
McAlvany Wealth Management
Colorado
$3.79M +$1.21M +6,648 +59%
CPBTD
1472
Central Pacific Bank - Trust Division
Hawaii
$3.78M +$13.9K +76 +0.4%
QWM
1473
Quadcap Wealth Management
Texas
$3.77M -$79.3K -435 -2%
SWM
1474
Sculati Wealth Management
Michigan
$3.77M -$24.6K -135 -0.7%
FAP
1475
Financial Advisory Partners
Florida
$3.75M -$187K -1,023 -5%