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Name Holding Trade Value Shares
Change
Change in
Stake
CBA
1476
Coastal Bridge Advisors
Connecticut
$482K -$286K -2,476 -38%
SWA
1477
Sax Wealth Advisors
New Jersey
$481K +$462K +3,997 New
MWA
1478
Meridian Wealth Advisors
Texas
$480K -$20.6K -178 -4%
GA
1479
Greytown Advisors
Florida
$480K +$37.8K +327 +9%
TIM
1480
Tortoise Investment Management
New York
$477K -$809 -7 -0.2%
JSL
1481
JT Stratford LLC
Georgia
$477K +$31K +268 +7%
TNAM
1482
Terra Nova Asset Management
New York
$476K +$457K +3,956 New
AW
1483
ACG Wealth
Georgia
$471K +$43.9K +380 +11%
CCT
1484
Chemung Canal Trust
New York
$470K -$10.5K -91 -2%
MW
1485
Marcum Wealth
Ohio
$470K +$96.4K +834 +27%
PCA
1486
Peddock Capital Advisors
Massachusetts
$469K -$3K -26 -0.7%
CPA
1487
Court Place Advisors
Maryland
$469K
FSC
1488
Full Sail Capital
Oklahoma
$469K
WDG
1489
Wealth Dimensions Group
Ohio
$469K +$450K +3,893 New
SWMP
1490
Signature Wealth Management Partners
New Jersey
$469K +$451K +3,899 New
ICP
1491
Interchange Capital Partners
Pennsylvania
$469K +$451K +3,902 New
Financial Engines Advisors
1492
Financial Engines Advisors
California
$467K -$345K -2,982 -43%
WA
1493
Waverly Advisors
Alabama
$467K -$19.8K -171 -4%
TW
1494
TrinityPoint Wealth
Connecticut
$466K -$723K -6,256 -61%
ODCM
1495
Old Dominion Capital Management
Virginia
$466K +$9.82K +85 +2%
BFO
1496
Biltmore Family Office
North Carolina
$466K +$37.7K +326 +9%
WQ
1497
Wealth Quarterback
New Jersey
$464K -$150K -1,300 -25%
MPWT
1498
MassMutual Private Wealth & Trust
Connecticut
$464K +$107K +926 +32%
UWM
1499
Urban Wealth Management
California
$464K +$446K +3,857 New
MCM
1500
Maryland Capital Management
Maryland
$458K +$18.3K +158 +4%