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Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
676
TRUE Private Wealth Advisors
Oregon
$599K -$3.65K -284 -0.5%
WAM
677
WFA Asset Management
Wisconsin
$597K +$46K +3,583 +8%
LGA
678
Lebenthal Global Advisors
New York
$585K -$8.87K -690 -1%
1WA
679
180 Wealth Advisors
Washington
$585K -$280K -21,762 -32%
LWAM
680
Legacy Wealth Asset Management
Minnesota
$582K +$3.21K +250 +0.5%
AAMC
681
Asset Allocation & Management Company
Illinois
$582K
GF
682
Gabelli Funds
New York
$582K +$77.1K +6,000 +14%
PGCM
683
Prescott Group Capital Management
Oklahoma
$581K +$642K +50,000 New
YAVAPFMC
684
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$579K
HWM
685
HB Wealth Management
Georgia
$579K +$467K +36,326 +270%
CP
686
Castleview Partners
Texas
$576K +$139K +10,787 +28%
SFI
687
Siemens Fonds Invest
Germany
$575K -$64.8K -5,043 -9%
MA
688
MONECO Advisors
Connecticut
$574K +$19.2K +1,494 +3%
MIA
689
MMBG Investment Advisors
Florida
$573K
CI
690
Cigna Investments
Connecticut
$567K +$4.15K +323 +0.7%
CIG
691
Cairn Investment Group
Washington
$567K +$5.33K +415 +0.9%
TFGT
692
TS Financial Group (TSFG)
Illinois
$566K +$2.5K +195 +0.4%
HIMC
693
Heritage Investors Management Corp
Maryland
$560K +$17.6K +1,366 +3%
BAM
694
BOS Asset Management
Illinois
$555K +$613K +47,711 New
NW
695
NewEdge Wealth
Pennsylvania
$551K -$73.1K -5,687 -11%
MCA
696
MSH Capital Advisors
Arizona
$548K -$61.2K -4,765 -9%
ACM
697
Advance Capital Management
Michigan
$548K -$1.58K -123 -0.3%
EWM
698
Executive Wealth Management
Michigan
$547K +$597K +46,452 +8,508%
TCA
699
Transcend Capital Advisors
New Jersey
$545K -$49.3K -3,839 -8%
PA
700
Profund Advisors
Maryland
$544K +$93K +7,240 +18%