Name Holding Trade Value Shares
Change
Change in
Stake
BAG
1301
Bridgewealth Advisory Group
California
$464K -$8.36K -345 -2%
TIA
1302
Tiemann Investment Advisors
California
$463K -$6.66K -275 -2%
CL
1303
CLG LLC
California
$463K -$2.42K -100 -0.7%
CG
1304
Clarus Group
Texas
$462K -$44.9K -1,855 -12%
AWA
1305
Arete Wealth Advisors
Illinois
$462K +$25.7K +1,062 +8%
SCM
1306
SCS Capital Management
Massachusetts
$461K -$4.46K -184 -1%
EI
1307
Ellevest Inc
New York
$459K +$331K +13,668 New
TPW
1308
Transatlantique Private Wealth
New York
$458K +$330K +13,637 New
IFWM
1309
Institute for Wealth Management
Colorado
$453K +$8.29K +342 +3%
ACM
1310
Aljian Capital Management
Nevada
$451K -$60.6K -2,501 -16%
BWM
1311
BNC Wealth Management
Oregon
$451K -$56.7K -2,340 -15%
SIAP
1312
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$451K +$12.1K +500 +4%
WSC
1313
Wellington Shields & Co
New York
$451K +$8.48K +350 +3%
WPW
1314
Waldron Private Wealth
Pennsylvania
$451K -$12.1K -500 -4%
PWMAG
1315
Pinnacle Wealth Management Advisory Group
New Jersey
$450K +$23.9K +987 +8%
CPIA
1316
Cornell Pochily Investment Advisors
New York
$449K -$175K -7,226 -35%
IF
1317
IRON Financial
Illinois
$449K -$3.29K -136 -1%
Fuller & Thaler Asset Management
1318
Fuller & Thaler Asset Management
California
$448K – – –
CAM
1319
Carret Asset Management
New York
$447K -$370K -15,260 -53%
ICM
1320
IMS Capital Management
Oregon
$447K -$9.45K -390 -3%
RCWM
1321
Red Crane Wealth Management
California
$447K – – –
SC
1322
Syon Capital
California
$442K +$53.9K +2,226 +20%
DTC
1323
Davidson Trust Company
Washington
$442K -$15.7K -646 -5%
BCG
1324
Breakwater Capital Group
New Jersey
$441K -$41.2K -1,701 -11%
MAWA
1325
Moss Adams Wealth Advisors
Washington
$439K +$14.5K +599 +5%