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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1601
Palouse Capital Management
Washington
$1.87M -$719K -2,345 -27%
YIH
1602
Y-Intercept (HK)
Hong Kong
$1.87M +$607K +1,979 +45%
VWA
1603
Visionary Wealth Advisors
Illinois
$1.87M +$16.9K +55 +0.9%
WMP
1604
Wealth Management Partners
Arizona
$1.87M +$98.1K +320 +5%
TAM
1605
Tealwood Asset Management
Minnesota
$1.86M +$1.94M +6,317 New
AWM
1606
Accurate Wealth Management
Florida
$1.86M +$512K +1,669 +35%
WA
1607
Wealth Alliance
New York
$1.85M +$366K +1,193 +23%
CFG
1608
Cooper Financial Group
California
$1.85M -$234K -762 -11%
VSQM
1609
V-Square Quantitative Management
Illinois
$1.85M +$1.92M +6,270 New
MJB
1610
Mark J. Bradley
$1.85M +$240K +783 +14%
GC
1611
Grimes & Company
Massachusetts
$1.85M +$100K +327 +6%
FCA
1612
FinTrust Capital Advisors
South Carolina
$1.84M
LWM
1613
Ledge Wealth Management
Minnesota
$1.84M +$105K +342 +6%
WP
1614
WMS Partners
Maryland
$1.83M -$11.3K -37 -0.6%
FBFS
1615
First Business Financial Services
Wisconsin
$1.83M +$23.6K +77 +1%
III
1616
Independent Investors Inc
New York
$1.82M
NG
1617
Northstar Group
New York
$1.82M +$31.6K +103 +2%
BWA
1618
Blodgett Wealth Advisors
California
$1.82M -$12.3K -40 -0.6%
LF
1619
Lee Financial
Texas
$1.82M +$1.22M +3,968 +181%
DWM
1620
Destination Wealth Management
California
$1.82M +$94.1K +307 +5%
SMA
1621
Sage Mountain Advisors
Georgia
$1.82M +$1.04M +3,391 +122%
RWI
1622
Red Wave Investments
Pennsylvania
$1.82M -$4.29K -14 -0.2%
PIMG
1623
Patriot Investment Management Group
Tennessee
$1.81M +$1.23K +4 +0.1%
CQS
1624
Credential Qtrade Securities
$1.81M +$28.2K +92 +2%
SDIC
1625
South Dakota Investment Council
South Dakota
$1.8M