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Name Holding Trade Value Shares
Change
Change in
Stake
OIS
476
Okabena Investment Services
Minnesota
$44K +$41.8K +551 New
AWA
477
Artemis Wealth Advisors
New York
$41.9K +$2.05K +27 +5%
EWM
478
Endurance Wealth Management
Rhode Island
$40K – – –
DWMG
479
DB Wealth Management Group
California
$37K – – –
BWP
480
Baldwin Wealth Partners
Massachusetts
$36K – – –
Jones Financial Companies
481
Jones Financial Companies
Missouri
$36K +$3.04K +40 +10%
SWM
482
Spire Wealth Management
Virginia
$35K +$32.8K +432 New
GAM
483
Gemmer Asset Management
California
$33K – – –
DSC
484
Duncker Streett & Co
Missouri
$33K +$10.6K +139 +52%
Fuller & Thaler Asset Management
485
Fuller & Thaler Asset Management
California
$30K – – –
AWA
486
Amplius Wealth Advisors
Pennsylvania
$30K +$28.5K +375 New
Baillie Gifford & Co
487
Baillie Gifford & Co
United Kingdom
$29K – – –
VCM
488
Vigilant Capital Management
Maine
$28K – – –
Rockefeller Capital Management
489
Rockefeller Capital Management
New York
$27K +$21.6K +284 +400%
FPWM
490
FSB Premier Wealth Management
Iowa
$24K +$22.8K +300 New
UB
491
UMB Bank
Missouri
$23K +$22.2K +292 New
FAM
492
Fred Alger Management
New York
$22K -$71.9K -947 -77%
JFGIW
493
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K – – –
CWS
494
Confluence Wealth Services
Pennsylvania
$19K +$18.8K +248 New
ST
495
Sageworth Trust
Pennsylvania
$18K -$57.9K -762 -77%
MCM
496
Manchester Capital Management
Vermont
$18K +$456 +6 +3%
CFN
497
Cordasco Financial Network
Florida
$17K – – –
WTA
498
Washington Trust Advisors
Massachusetts
$17K +$16.4K +216 New
CWC
499
Carolinas Wealth Consulting
North Carolina
$16K – – –
QC
500
Quent Capital
New York
$14K +$13K +171 New