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Name Holding Trade Value Shares
Change
Change in
Stake
GWCM
1651
Godshalk Welsh Capital Management
Pennsylvania
$747K
CWP
1652
CFM Wealth Partners
Texas
$745K -$42.8K -1,054 -7%
AAS
1653
Ameritas Advisory Services
Nebraska
$744K -$6.45M -158,802 -91%
OHWP
1654
Oak Harbor Wealth Partners
North Carolina
$743K -$143K -3,519 -19%
GPA
1655
Guerra Pan Advisors
New Jersey
$742K -$2.44K -60 -0.4%
DTC
1656
Davidson Trust Company
Washington
$740K -$2.84K -70 -0.5%
VC
1657
Veracity Capital
Georgia
$739K +$79.2K +1,949 +15%
TC
1658
Trust Company
Kansas
$739K -$386K -9,508 -39%
CAM
1659
Cozad Asset Management
Illinois
$738K -$8.08K -199 -1%
BBNA
1660
Bremer Bank National Association
Minnesota
$738K -$49.7K -1,224 -8%
BBWA
1661
Bell & Brown Wealth Advisors
California
$737K +$596K +14,665 New
ECM
1662
Exchange Capital Management
Michigan
$736K -$86.9K -2,138 -13%
GWM
1663
Gray Wealth Management
Maine
$735K +$284 +7 +0%
DP
1664
Dearborn Partners
Illinois
$735K +$162 +4 +0%
TPWA
1665
TRUE Private Wealth Advisors
Oregon
$735K -$7.27K -179 -1%
TAM
1666
Taurus Asset Management
New York
$733K
AMBIA
1667
Allen Mooney & Barnes Investment Advisors
Georgia
$732K +$73.9K +1,820 +14%
CIA
1668
Cladis Investment Advisory
Montana
$731K -$329K -8,100 -36%
WSCM
1669
Wellington Shields Capital Management
New York
$729K
IC
1670
Inscription Capital
Texas
$728K +$102K +2,519 +21%
LCM
1671
Liberty Capital Management
Michigan
$726K
SMH
1672
Sanders Morris Harris
Texas
$726K -$27.8K -685 -4%
RIM
1673
RW Investment Management
Idaho
$723K -$7.6K -187 -1%
CI
1674
Cordant Inc
Oregon
$722K -$19.4K -477 -3%
RCS
1675
Retirement Capital Strategies
California
$722K +$14.9K +368 +3%