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Name Holding Trade Value Shares
Change
Change in
Stake
BDWM
2051
Brewin Dolphin Wealth Management
Ireland
$611K
VIA
2052
Vident Investment Advisory
Georgia
$610K -$182K -1,605 -24%
NED
2053
Nancy E. Dempze
$608K +$23.4K +206 +4%
WAM
2054
WFA Asset Management
Wisconsin
$607K +$587K +5,171 New
RWB
2055
RMR Wealth Builders
New Jersey
$606K -$195K -1,715 -25%
Members Trust
2056
Members Trust
Florida
$604K -$110K -972 -16%
CWM
2057
Chemistry Wealth Management
New York
$604K +$585K +5,146 New
NLP
2058
Next Level Private
New York
$604K +$585K +5,146 New
BW
2059
Bison Wealth
Georgia
$603K -$172K -1,514 -23%
GM
2060
GeoWealth Management
Illinois
$603K +$45.9K +404 +9%
BT
2061
Brandywine Trust
Delaware
$602K
SIC
2062
Samalin Investment Counsel
New York
$601K -$16.7K -147 -3%
FAT
2063
First American Trust
California
$601K -$795 -7 -0.1%
EA
2064
Eclectic Associates
California
$601K +$4.54K +40 +0.8%
BEAM
2065
Baker Ellis Asset Management
Washington
$601K +$45.5K +401 +8%
RSS
2066
Rosenblum Silverman Sutton
California
$600K
MPPLM
2067
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$600K +$19.1K +168 +3%
WP
2068
WealthShield Partners
North Carolina
$600K +$340K +2,990 +141%
BAM
2069
Brave Asset Management
New Jersey
$598K
CA
2070
Cornerstone Advisory
Maryland
$597K +$216K +1,900 +60%
BFA
2071
BMS Financial Advisors
South Dakota
$595K +$576K +5,068 New
IA
2072
IAM Advisory
Pennsylvania
$594K +$568 +5 +0.1%
FA
2073
Fountainhead AM
New Jersey
$594K +$90.6K +798 +19%
AI
2074
Accredited Investors
Minnesota
$593K -$37.5K -330 -6%
BA
2075
Bridgewater Associates
Connecticut
$593K +$329K +2,896 +134%