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Name Holding Trade Value Shares
Change
Change in
Stake
GSIS
926
Global Strategic Investment Solutions
Arizona
$501K
AWM
927
Aries Wealth Management
Maine
$500K +$35K +155 +8%
BWP
928
BSW Wealth Partners
Colorado
$495K +$84.3K +373 +21%
HP
929
Hikari Power
Japan
$493K
GSWM
930
Golden State Wealth Management
California
$493K +$475K +2,103 New
DGAM
931
Desjardins Global Asset Management
Quebec, Canada
$492K +$475K +2,100 New
CFA
932
Compass Financial Advisors
Indiana
$491K +$473K +2,093 New
LS
933
Livforsakringsbolaget Skandia
Sweden
$490K -$316K -1,400 -40%
AWM
934
Altium Wealth Management
New York
$490K +$42.7K +189 +10%
Fayez Sarofim & Co
935
Fayez Sarofim & Co
Texas
$490K +$130K +575 +38%
WOC
936
West Oak Capital
California
$489K -$17K -75 -3%
BFEC
937
Benjamin F. Edwards & Company
Missouri
$484K +$13.8K +61 +3%
WI
938
Wintrust Investments
Illinois
$484K +$466K +2,062 New
BIP
939
Blueprint Investment Partners
North Carolina
$483K +$248K +1,099 +115%
AC
940
ASB Consultores
Florida
$479K +$461K +2,040 New
ACM
941
Argent Capital Management
Missouri
$469K
BBI
942
Baxter Bros Inc
Connecticut
$469K
EWM
943
Echo Wealth Management
Minnesota
$469K
PWMG
944
Pinnacle Wealth Management Group
Michigan
$469K
SACTSONJ
945
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$469K
PTC
946
Private Trust Company
Ohio
$467K -$47.5K -210 -10%
HWM
947
HighMark Wealth Management
Minnesota
$463K +$904 +4 +0.2%
CFSG
948
Clark Financial Services Group
Missouri
$462K
WT
949
Washington Trust
Rhode Island
$461K -$6.95M -30,760 -94%
EFS
950
Essex Financial Services
Connecticut
$461K -$107K -474 -19%