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Name Holding Trade Value Shares
Change
Change in
Stake
FFWA
501
FRG Family Wealth Advisors
Washington
$554K -$104K -800 -17%
CAM
502
Columbia Asset Management
Michigan
$551K
TPWM
503
Twelve Points Wealth Management
Massachusetts
$550K -$3.12K -24 -0.6%
CLA
504
Carnegie Lake Advisors
New Jersey
$547K +$507K +3,900 New
S
505
SimplyRich
California
$539K +$123K +943 +33%
BTWM
506
Baker Tilly Wealth Management
Wisconsin
$538K +$19.6K +151 +4%
CWA
507
Canvas Wealth Advisors
Kansas
$536K +$91.6K +705 +23%
SWM
508
Salvus Wealth Management
New Jersey
$533K +$1.04K +8 +0.2%
EI
509
Ellevest Inc
New York
$532K -$61.6K -474 -11%
WJWM
510
Williams Jones Wealth Management
New York
$531K -$16.2K -125 -3%
NEI
511
Northwest & Ethical Investments
Ontario, Canada
$530K +$150K +1,158 +44%
NFGCM
512
Norman Fields Gottscho Capital Management
New York
$530K
CA
513
Clearstead Advisors
Ohio
$529K -$205K -1,580 -30%
CCM
514
Coldstream Capital Management
Washington
$525K +$45.9K +353 +10%
RCA
515
Ranch Capital Advisors
Florida
$521K +$480K +3,696 New
WIC
516
Wilkins Investment Counsel
Massachusetts
$521K
AF
517
Affiance Financial
Minnesota
$520K
WPA
518
Winning Points Advisors
Florida
$518K +$449K +3,457 New
CIA
519
Cohen Investment Advisors
New Hampshire
$518K +$46.9K +361 +11%
GC
520
Grimes & Company
Massachusetts
$514K -$7.02K -54 -1%
WA1
521
Wimmer Associates 1
California
$513K
TYCC
522
Texas Yale Capital Corp
Florida
$512K
Lido Advisors
523
Lido Advisors
California
$511K -$64.8K -499 -12%
Carson Wealth (CWM LLC)
524
Carson Wealth (CWM LLC)
Nebraska
$510K -$120K -920 -20%
SFA
525
Sequoia Financial Advisors
Ohio
$510K +$57.6K +443 +14%