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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1401
Blume Capital Management
California
$549K +$3.05K +18 +0.6%
NERM
1402
New England Research & Management
Illinois
$549K
SBCM
1403
Silverberg Bernstein Capital Management
New York
$548K +$38.1K +225 +8%
GLLW
1404
Graves Light Lenhart Wealth
Virginia
$548K -$39.1K -231 -7%
BAM
1405
BOS Asset Management
Illinois
$547K -$3.73K -22 -0.8%
AA
1406
AlphaMark Advisors
Kentucky
$547K -$6.78K -40 -1%
EB
1407
Exchange Bank
California
$546K +$12.7K +75 +3%
ZB
1408
Zions Bancorporation
Utah
$545K +$93.7K +553 +24%
Empower Advisory Group
1409
Empower Advisory Group
Colorado
$545K -$16.6K -98 -3%
EWA
1410
Exencial Wealth Advisors
Oklahoma
$544K +$2.2K +13 +0.5%
GP
1411
Geneva Partners
Wisconsin
$543K +$488K +2,882 New
RPA
1412
Rock Point Advisors
Vermont
$543K -$1.69K -10 -0.3%
BWP
1413
Balboa Wealth Partners
Arizona
$543K -$108K -638 -18%
HA
1414
Herold Advisors
New York
$542K -$73K -431 -13%
MMA
1415
Miracle Mile Advisors
California
$541K +$81.5K +481 +20%
HI
1416
Hudock Inc
Pennsylvania
$539K
WAM
1417
WNY Asset Management
New York
$538K -$494K -2,917 -51%
FFA
1418
First Foundation Advisors
California
$537K -$78.1K -461 -14%
OL
1419
OneFund LLC
Florida
$537K
RRA
1420
Round Rock Advisors
Connecticut
$537K +$508 +3 +0.1%
TWP
1421
Tyche Wealth Partners
Texas
$536K -$59.3K -350 -11%
KA
1422
Kozak & Associates
Colorado
$536K -$89.1K -526 -16%
PGA
1423
Portland Global Advisors
Maine
$533K
AWM
1424
Aviso Wealth Management
Washington
$533K +$236K +1,390 +97%
JFGIW
1425
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$533K -$3.39K -20 -0.7%