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Name Holding Trade Value Shares
Change
Change in
Stake
NW
1001
NewEdge Wealth
Pennsylvania
$270K +$26.6K +420 +12%
CWA
1002
CogentBlue Wealth Advisors
Tennessee
$269K +$40.9K +645 +19%
DOA
1003
D'Orazio & Associates
Virginia
$268K +$4.63K +73 +2%
MEAC
1004
M.E. Allison & Co
Texas
$267K
QFA
1005
Quantum Financial Advisors
California
$266K
HFBOT
1006
Home Federal Bank of Tennessee
Tennessee
$266K
CAM
1007
Claret Asset Management
Quebec, Canada
$265K +$190 +3 +0.1%
AWM
1008
Angeles Wealth Management
California
$265K +$3.61K +57 +1%
SEP
1009
Southland Equity Partners
Missouri
$263K +$8.49K +134 +4%
FIA
1010
FNY Investment Advisers
New York
$263K -$70.3K -1,110 -22%
AF
1011
Aldebaran Financial
$263K +$17.4K +275 +8%
AWM
1012
Aprio Wealth Management
Georgia
$263K +$246K +3,880 New
JWM
1013
JGP Wealth Management
Oregon
$262K -$15.8K -250 -6%
AWM
1014
Aviso Wealth Management
Washington
$261K
AP
1015
Adero Partners
California
$261K +$17.2K +272 +8%
MAWA
1016
Moss Adams Wealth Advisors
Washington
$261K +$244K +3,855 New
FAFN
1017
First Affirmative Financial Network
Colorado
$261K -$8.62K -136 -3%
MBT
1018
Montecito Bank & Trust
California
$258K -$24.7K -390 -9%
KMWM
1019
Keudell/Morrison Wealth Management
Oregon
$258K +$242K +3,815 New
CSP
1020
Cary Street Partners
Virginia
$255K +$27.3K +431 +13%
CG
1021
Curat Global
New Hampshire
$255K +$238K +3,760 New
SCM
1022
Shelton Capital Management
Colorado
$254K -$63.5K -1,002 -21%
PCP
1023
Proficio Capital Partners
Massachusetts
$254K +$6.53K +103 +3%
1WM
1024
1858 Wealth Management
Ohio
$252K +$236K +3,719 New
CSIC
1025
Clifford Swan Investment Counsel
California
$251K