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Name Holding Trade Value Shares
Change
Change in
Stake
EFMC
351
Empire Financial Management Company
New York
$586K
HIMCH
352
Hartford Investment Management Co (HIMCO)
Connecticut
$585K +$99.4K +2,770 +20%
AC
353
AlphaCore Capital
California
$582K +$586K +16,336 New
B
354
Bailard
California
$581K +$23.7K +661 +4%
TCPWM
355
Traverso Chambers Private Wealth Management
California
$579K +$3.08K +86 +0.5%
EWM
356
EPG Wealth Management
Georgia
$573K -$12.1K -337 -2%
PVI
357
Pine Valley Investments
New Jersey
$572K +$574K +16,000 New
AAS
358
Ameritas Advisory Services
Nebraska
$569K -$702K -19,575 -54%
AP
359
Americana Partners
Texas
$562K +$566K +15,778 New
CG
360
Caprock Group
Idaho
$553K +$45.2K +1,259 +9%
KIA
361
KLR Investment Advisors
Rhode Island
$546K +$68K +1,896 +14%
AWC
362
Abundance Wealth Counselors
Pennsylvania
$543K -$395 -11 -0.1%
EI
363
Ellevest Inc
New York
$542K -$18.8K -523 -3%
CFG
364
Carr Financial Group
Massachusetts
$541K +$18.1K +504 +3%
SGA
365
Strategic Global Advisors
California
$539K -$10K -280 -2%
WSTAM
366
Wilbanks Smith & Thomas Asset Management
Virginia
$537K -$12.8K -356 -2%
CWM
367
Cornerstone Wealth Management
Missouri
$533K -$251 -7 -0%
CCM
368
Canal Capital Management
Virginia
$533K
WI
369
Wintrust Investments
Illinois
$529K -$28K -781 -5%
AIM
370
Alhambra Investment Management
Florida
$528K +$532K +14,823 New
IAA
371
Independent Advisor Alliance
North Carolina
$527K +$90.4K +2,521 +21%
MCM
372
MAI Capital Management
Ohio
$521K -$26.1K -727 -5%
MIM
373
Martin Investment Management
Florida
$520K
WAAG
374
Wealth Alliance Advisory Group
Kansas
$518K -$23.5K -654 -4%
GCM
375
Genus Capital Management
British Columbia, Canada
$511K +$515K +14,350 New