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Name Holding Trade Value Shares
Change
Change in
Stake
APWM
1701
Atlas Private Wealth Management
New York
$608K -$12.7K -45 -2%
GSWM
1702
Golden State Wealth Management
California
$607K +$151K +535 +35%
PWM
1703
Perigon Wealth Management
California
$605K +$1.13K +4 +0.2%
MTCM
1704
Mint Tower Capital Management
Netherlands
$604K -$790K -2,801 -58%
AWM
1705
Alterna Wealth Management
Texas
$604K – – –
PCMC
1706
Private Capital Management (Colorado)
Colorado
$602K -$84K -298 -13%
CWG
1707
Cornerstone Wealth Group
North Carolina
$600K -$136K -481 -19%
OPPTF
1708
OPSEU Pension Plan Trust Fund
Ontario, Canada
$598K -$69.6K -247 -11%
HPWM
1709
Highland Private Wealth Management
Washington
$597K -$26.8K -95 -4%
BWP
1710
Baldwin Wealth Partners
Massachusetts
$595K -$8.74K -31 -2%
AB
1711
Atlas Brown
Kentucky
$588K +$81.8K +290 +17%
SIM
1712
Sadoff Investment Management
Wisconsin
$587K – – –
ETC
1713
Exchange Traded Concepts
Oklahoma
$586K -$105K -373 -16%
WMA
1714
Wealth Management Associates
New Jersey
$585K – – –
HWM
1715
Howard Wealth Management
Connecticut
$585K -$14.9K -53 -3%
AIA
1716
Angeles Investment Advisors
California
$584K -$81.2K -288 -13%
KMWM
1717
Keudell/Morrison Wealth Management
Oregon
$579K +$9.87K +35 +2%
FHC
1718
First Heartland Consultants
Missouri
$577K +$91.3K +324 +20%
AL
1719
Arnhold LLC
New York
$576K – – –
CFG
1720
Cooper Financial Group
California
$576K +$64K +227 +13%
CWA
1721
Clarity Wealth Advisors
California
$569K +$12.4K +44 +2%
LWM
1722
Loveless Wealth Management
Montana
$568K +$24K +85 +5%
BB
1723
Bell Bank
North Dakota
$566K – – –
CCM
1724
Cribstone Capital Management
Maine
$564K +$43.7K +155 +9%
SWM
1725
Segment Wealth Management
Texas
$564K +$45.1K +160 +9%