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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1151
Angeles Wealth Management
California
$581K +$139K +399 +33%
WFC
1152
Western Financial Corp
California
$580K +$565K +1,628 New
SEM
1153
Suncoast Equity Management
Florida
$579K -$20.8K -60 -4%
CCG
1154
Chatham Capital Group
Georgia
$579K
GWP
1155
Gateway Wealth Partners
Wisconsin
$579K +$312K +899 +124%
GD
1156
Grandfield & Dodd
New York
$578K +$6.94K +20 +1%
LI
1157
Lafayette Investments
Maryland
$577K
CSIC
1158
Clifford Swan Investment Counsel
California
$575K +$34.7K +100 +7%
FSA
1159
Fort Sheridan Advisors
Illinois
$575K -$62.5K -180 -10%
WG
1160
Winton Group
United Kingdom
$575K +$560K +1,614 New
RIA
1161
Regal Investment Advisors
Michigan
$574K +$44.1K +127 +9%
KC
1162
Kintayl Capital
New York
$573K +$559K +1,610 New
BPWM
1163
BCS Private Wealth Management
New Jersey
$572K +$139K +400 +33%
STA
1164
Smith Thornton Advisors
Alabama
$571K
QL
1165
Quarry LP
New York
$566K +$547K +1,575 +11,250%
HPC
1166
HM Payson & Co
Maine
$565K +$2.08K +6 +0.4%
WPW
1167
Waldron Private Wealth
Pennsylvania
$564K +$14.2K +41 +3%
PAM
1168
PCG Asset Management
New Jersey
$562K +$6.94K +20 +1%
PCM
1169
Pointe Capital Management
Michigan
$561K -$30.9K -89 -5%
Koshinski Asset Management
1170
Koshinski Asset Management
Illinois
$561K -$24K -69 -4%
OCA
1171
OpenArc Corporate Advisory
Georgia
$559K +$544K +1,568 New
1WA
1172
180 Wealth Advisors
Washington
$555K -$1.39K -4 -0.3%
AG
1173
AIA Group
Hong Kong
$553K +$539K +1,553 New
MC
1174
Moors & Cabot
Massachusetts
$553K -$37.8K -109 -7%
SIC
1175
Sage Investment Counsel
Tennessee
$552K