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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
976
Concentric Wealth Management
California
$551K
CWM
977
Calamos Wealth Management
Illinois
$545K -$45.1K -109 -7%
VHAM
978
Van Hulzen Asset Management
California
$545K
NPT
979
Nixon Peabody Trust
Massachusetts
$545K +$7.87K +19 +1%
ZCA
980
Zeke Capital Advisors
Pennsylvania
$545K +$141K +341 +32%
Westfield Capital Management
981
Westfield Capital Management
Massachusetts
$543K -$57.5M -138,765 -99%
SLG
982
Stanley-Laman Group
Pennsylvania
$543K -$828 -2 -0.1%
CCA
983
Conestoga Capital Advisors
Pennsylvania
$540K
AF
984
Allworth Financial
California
$535K +$228K +551 +66%
EMG
985
ETF Managers Group
New Jersey
$534K -$187K -451 -25%
BP
986
Ballentine Partners
Massachusetts
$533K +$58.4K +141 +11%
FIM
987
Freedom Investment Management
Connecticut
$532K -$82.8K -200 -13%
DMBA
988
Deseret Mutual Benefit Administrators
Utah
$528K -$98.6K -238 -15%
Tiger Global Management
989
Tiger Global Management
New York
$527K -$1,000K -2,414 -64%
EB
990
Eastern Bank
Massachusetts
$527K
HWM
991
HB Wealth Management
Georgia
$527K +$144K +348 +34%
1SB
992
1ST Source Bank
Indiana
$526K
WWA
993
WCG Wealth Advisors
Nevada
$523K +$562K +1,358 New
AWA
994
Alta Wealth Advisors
Massachusetts
$521K -$6.21K -15 -1%
CAG
995
Crestwood Advisors Group
Massachusetts
$520K -$65.4K -158 -10%
OFG
996
Oxford Financial Group
Indiana
$520K -$3.73K -9 -0.7%
AWM
997
Act Wealth Management
Texas
$520K
CPC
998
Congress Park Capital
New York
$520K +$124K +300 +29%
SWM
999
Spire Wealth Management
Virginia
$519K -$270K -653 -33%
MIA
1000
MMBG Investment Advisors
Florida
$518K