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Name Holding Trade Value Shares
Change
Change in
Stake
CPW
976
Cove Private Wealth
New York
$530K
HWM
977
HighMark Wealth Management
Minnesota
$528K +$245 +1 +0%
WOC
978
West Oak Capital
California
$524K
WWM
979
Western Wealth Management
Colorado
$521K +$71.7K +293 +17%
DBG
980
De Burlo Group
Massachusetts
$517K -$12.2K -50 -2%
CIA
981
Cape Investment Advisory
Georgia
$514K +$2.94K +12 +0.6%
PWMG
982
Pinnacle Wealth Management Group
Michigan
$513K
MHB
983
Midwest Heritage Bank
Iowa
$513K -$12K -49 -2%
SACTSONJ
984
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$511K
DW30
985
Drucker Wealth 3.0
New Jersey
$508K +$24.7K +101 +5%
KFGK
986
Keystone Financial Group (Kentucky)
Kentucky
$504K -$31.6K -129 -6%
CFSG
987
Clark Financial Services Group
Missouri
$503K
VIM
988
Vancity Investment Management
British Columbia, Canada
$502K +$481K +1,967 New
LS
989
Livforsakringsbolaget Skandia
Sweden
$497K +$340K +1,388 +249%
PFBT
990
Parkside Financial Bank & Trust
Missouri
$497K -$20.8K -85 -4%
MA
991
MJP Associates
Connecticut
$496K +$2.94K +12 +0.6%
LI
992
LRI Investments
Florida
$494K +$6.36K +26 +1%
BFG
993
Berger Financial Group
Minnesota
$493K +$65.8K +269 +16%
CA
994
Clearstead Advisors
Ohio
$492K -$136K -554 -22%
MJP
995
Michael J. Puzo
$492K
FH
996
FWG Holdings
Florida
$491K +$17.4K +71 +4%
SAW
997
Signal Advisors Wealth
Michigan
$491K +$470K +1,923 New
FWM
998
FFT Wealth Management
Pennsylvania
$489K +$4.89K +20 +1%
LF
999
LifePlan Financial
Minnesota
$487K -$349K -1,426 -43%
SDIC
1000
South Dakota Investment Council
South Dakota
$484K