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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1576
Wambolt & Associates
Colorado
$618K -$28.5K -96 -4%
MGO One Seven
1577
MGO One Seven
Ohio
$618K +$212K +713 +39%
CWG
1578
Cornerstone Wealth Group
North Carolina
$607K +$190K +639 +34%
HC
1579
Henshaw Capital
Massachusetts
$606K -$32.7K -110 -4%
RFG Advisory
1580
RFG Advisory
Alabama
$604K -$22.9K -77 -3%
LFM
1581
Lumina Fund Management
New York
$604K +$743K +2,500 New
FIB
1582
First Interstate Bank
Montana
$602K -$50.8K -171 -6%
CF
1583
Copperwynd Financial
Arizona
$600K -$118K -396 -14%
MGAM
1584
McGowan Group Asset Management
Texas
$600K +$293K +985 +66%
Aspiriant LLC
1585
Aspiriant LLC
California
$595K -$455K -1,531 -38%
EM
1586
Excalibur Management
Massachusetts
$595K +$235K +790 +47%
TCWM
1587
Total Clarity Wealth Management
Illinois
$590K -$27.9K -94 -4%
NFG
1588
Nations Financial Group
Iowa
$590K +$147K +493 +25%
PIA
1589
Perennial Investment Advisors
California
$589K +$41.6K +140 +6%
PJB
1590
Paul John Balson
California
$589K +$725K +2,437 New
LWM
1591
Laidlaw Wealth Management
New York
$588K +$28.5K +96 +4%
CIM
1592
Chiron Investment Management
New York
$586K +$722K +2,427 New
BWA
1593
Beam Wealth Advisors
Louisiana
$582K -$82.1K -276 -10%
LC
1594
Lindbrook Capital
California
$582K +$266K +896 +59%
Intact Investment Management
1595
Intact Investment Management
Quebec, Canada
$581K – – –
NDSI
1596
Newman Dignan & Sheerar Inc
Rhode Island
$580K -$53.2K -179 -7%
PTC
1597
Provident Trust Company
Wisconsin
$580K – – –
NQWM
1598
Northwest Quadrant Wealth Management
Oregon
$579K -$38.7K -130 -6%
Arax Advisory Partners
1599
Arax Advisory Partners
Colorado
$579K +$13.1K +44 +2%
Great Valley Advisor Group
1600
Great Valley Advisor Group
Delaware
$579K +$16.9K +57 +2%