Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
601
Guardian Wealth Advisors (North Carolina)
North Carolina
$823K +$755K +3,050 New
EWM
602
Evercore Wealth Management
New York
$821K – – –
RCA
603
Resonant Capital Advisors
Wisconsin
$820K +$17.6K +71 +2%
SAMH
604
Shanda Asset Management Holdings
British Virgin Islands
$817K – – –
EFS
605
Essex Financial Services
Connecticut
$815K – – –
OAM
606
Oppenheimer Asset Management
New York
$814K +$4.21K +17 +0.6%
PGWM
607
Parisi Gray Wealth Management
New Jersey
$806K -$1.24K -5 -0.2%
SIC
608
Salem Investment Counselors
North Carolina
$806K +$18.3K +74 +3%
BWM
609
BerganKDV Wealth Management
Minnesota
$797K -$135K -547 -16%
BAM
610
Belpointe Asset Management
Nevada
$796K -$77.7K -314 -10%
CCG
611
Cypress Capital Group
Florida
$794K -$266K -1,074 -27%
JGUA
612
John G. Ullman & Associates
New York
$794K +$495 +2 +0.1%
CPIA
613
Cornell Pochily Investment Advisors
New York
$791K -$7.18K -29 -1%
HIA
614
Harbor Investment Advisory
Maryland
$789K +$48.3K +195 +7%
CCT
615
Chemung Canal Trust
New York
$787K – – –
GT
616
Greenleaf Trust
Michigan
$786K -$573K -2,314 -44%
SC
617
Saybrook Capital
North Carolina
$786K – – –
EWM
618
Empirical Wealth Management
Washington
$781K +$716K +2,891 New
HI
619
Horizon Investments
North Carolina
$773K -$25K -101 -3%
AAM
620
Azzad Asset Management
Virginia
$772K -$86.6K -350 -11%
OIA
621
Optimum Investment Advisors
Illinois
$770K – – –
KRSITF
622
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$768K -$32.2K -130 -4%
TCOV
623
Trust Company of Vermont
Vermont
$765K +$2.97K +12 +0.4%
TIA
624
Trust Investment Advisors
Indiana
$753K +$12.1K +49 +2%
AP
625
Advisor Partners
California
$748K -$95.1K -384 -12%