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Name Holding Trade Value Shares
Change
Change in
Stake
FPCG
1401
Fort Pitt Capital Group
Pennsylvania
$576K +$7.32K +34 +1%
FRM
1402
Fox Run Management
Connecticut
$570K +$521K +2,421 New
IPW
1403
Inlet Private Wealth
Florida
$569K +$520K +2,418 New
EWA
1404
EP Wealth Advisors
California
$567K +$77.7K +361 +18%
PPP
1405
Private Portfolio Partners
New Jersey
$565K +$38.5K +179 +8%
FFWA
1406
FRG Family Wealth Advisors
Washington
$562K
IDBONY
1407
Israel Discount Bank of New York
New York
$562K +$69.9K +325 +16%
EAM
1408
Evanson Asset Management
California
$558K
BIA
1409
Bigelow Investment Advisors
Maine
$557K -$13.3K -62 -3%
CAMG
1410
CWA Asset Management Group
Florida
$555K +$179K +832 +55%
MCWS
1411
McKinley Carter Wealth Services
West Virginia
$550K -$14.8K -69 -3%
CMI
1412
Clare Market Investments
Texas
$548K +$19.8K +92 +4%
MA
1413
Mutual Advisors
Nebraska
$545K +$116K +540 +30%
AIS
1414
American Investment Services
Massachusetts
$540K +$861 +4 +0.2%
NDSI
1415
Newman Dignan & Sheerar Inc
Rhode Island
$539K +$5.38K +25 +1%
BCM
1416
Beck Capital Management
Texas
$538K +$18.3K +85 +4%
HFM
1417
Hartford Financial Management
Connecticut
$536K -$29K -135 -6%
1WA
1418
180 Wealth Advisors
Washington
$536K +$13.6K +63 +3%
NQWM
1419
Northwest Quadrant Wealth Management
Oregon
$534K +$9.68K +45 +2%
EHC
1420
Everett Harris & Co
California
$532K +$10.8K +50 +2%
BB
1421
Bell Bank
North Dakota
$524K -$32.7K -152 -6%
KPW
1422
Kore Private Wealth
New York
$522K -$73.4K -341 -13%
CIA
1423
CSat Investment Advisory
Michigan
$519K -$32.9K -153 -6%
FC
1424
Ferris Capital
Massachusetts
$519K +$4.73K +22 +1%
TI
1425
Tidal Investments
Wisconsin
$518K -$32.9K -153 -7%