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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
776
Cypress Wealth Services
California
$249K +$17.9K +79 +7%
BMMM
777
Boston Mountain Money Management
Arkansas
$249K -$2.95K -13 -1%
MCC
778
Malaga Cove Capital
California
$248K +$266K +1,173 New
BWP
779
BSW Wealth Partners
Colorado
$248K +$17.7K +78 +7%
GDP
780
Great Diamond Partners
Maine
$247K -$18.6K -82 -7%
WBC
781
Westpac Banking Corp
Australia
$247K – – –
OAM
782
Ostrum Asset Management
France
$247K -$20.7K -91 -7%
FFA
783
First Foundation Advisors
California
$245K +$9.77K +43 +4%
TIAA Trust, National Association
784
TIAA Trust, National Association
North Carolina
$245K +$1.36K +6 +0.5%
PWP
785
Phillips Wealth Planners
Mississippi
$244K +$32.9K +145 +14%
HNWAG
786
High Net Worth Advisory Group
Florida
$243K – – –
TWM
787
Trueblood Wealth Management
Ohio
$239K +$682 +3 +0.3%
CFGS
788
Concourse Financial Group Securities
Alabama
$239K +$3.63K +16 +1%
SAG
789
Spotlight Asset Group
Illinois
$236K – – –
SHFA
790
SS&H Financial Advisors
Michigan
$235K +$253K +1,115 New
Ancora Advisors
791
Ancora Advisors
Ohio
$234K -$16.8K -74 -6%
Williams Jones Wealth Management
792
Williams Jones Wealth Management
New York
$233K – – –
HIA
793
Harbor Investment Advisory
Maryland
$232K -$454 -2 -0.2%
E Fund Management
794
E Fund Management
China
$230K -$689K -3,035 -74%
FAFN
795
First Affirmative Financial Network
Colorado
$230K -$4.09K -18 -2%
KP
796
Keel Point
Alabama
$229K -$24.5K -108 -10%
Shelton Capital Management
797
Shelton Capital Management
Colorado
$229K – – –
Panagora Asset Management
798
Panagora Asset Management
Massachusetts
$229K -$650K -2,860 -73%
MWM
799
MGB Wealth Management
Texas
$227K – – –
BBNA
800
Bremer Bank National Association
Minnesota
$227K -$12K -53 -5%