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Name Holding Trade Value Shares
Change
Change in
Stake
WTC
651
WhitTier Trust Company
Nevada
$587K -$61.5K -275 -12%
GWM
652
Geneos Wealth Management
Colorado
$587K -$47.4K -212 -9%
CIS
653
Capital International Sarl
California
$584K +$97K +434 +26%
TC
654
Truvestments Capital
Florida
$583K -$40.9K -183 -8%
AWS
655
AJ Wealth Strategies
New York
$582K
Mercer Global Advisors
656
Mercer Global Advisors
Colorado
$582K +$84.5K +378 +22%
JCM
657
Jag Capital Management
Missouri
$577K +$8.94K +40 +2%
BBCM
658
Boardman Bay Capital Management
New York
$570K -$14.5M -65,035 -97%
FT
659
Fiduciary Trust
Massachusetts
$565K
CAAS
660
Capital Asset Advisory Services
Michigan
$564K -$26.4K -118 -6%
GIA
661
Gladstone Institutional Advisory
Florida
$561K -$42K -188 -9%
FG
662
Formula Growth
Quebec, Canada
$559K -$992K -4,437 -69%
PFGIA
663
Patriot Financial Group Insurance Agency
Massachusetts
$555K +$372K +1,663 +515%
SLG
664
Stanley-Laman Group
Pennsylvania
$553K +$443K +1,979 New
TFS
665
TrustCore Financial Services
Tennessee
$526K -$9.39K -42 -2%
CG
666
Caprock Group
Idaho
$523K +$31.8K +142 +8%
IA
667
Insight Advisors
Pennsylvania
$518K -$67.1K -300 -15%
EWM
668
Empirical Wealth Management
Washington
$514K +$68.2K +305 +20%
PWM
669
Perigon Wealth Management
California
$512K -$128K -573 -24%
NFSG
670
Newbridge Financial Services Group
Florida
$512K +$25.9K +116 +7%
JIC
671
Joel Isaacson & Co
New York
$510K -$134K -600 -25%
CHP
672
Cable Hill Partners
Oregon
$507K +$67.1K +300 +20%
CIM
673
CIM Investment Management
Pennsylvania
$505K -$314K -1,406 -44%
SCM
674
Southport Capital Management
Tennessee
$503K +$15K +67 +4%
PGWM
675
Parisi Gray Wealth Management
New Jersey
$493K -$25K -112 -6%