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Name Holding Trade Value Shares
Change
Change in
Stake
EGA
1751
E&G Advisors
Texas
$738K +$772K +2,123 New
BCM
1752
Becker Capital Management
Oregon
$737K -$26.2K -72 -3%
CMO
1753
Covenant Multifamily Offices
Texas
$737K -$5.82K -16 -0.7%
AIA
1754
Angeles Investment Advisors
California
$737K +$85.8K +236 +13%
AIS
1755
American Investment Services
Massachusetts
$735K +$727 +2 +0.1%
BIM
1756
Baldwin Investment Management
Pennsylvania
$730K -$52.7K -145 -6%
PWA
1757
Providence Wealth Advisors
Illinois
$730K – – –
AWP
1758
Accretive Wealth Partners
New Jersey
$730K +$48K +132 +7%
LWA
1759
Lineweaver Wealth Advisors
Ohio
$730K +$268K +737 +54%
FMN
1760
Financial Management Network
California
$726K – – –
WW
1761
Waterfront Wealth
Kansas
$723K -$2.54K -7 -0.3%
AB
1762
Atlas Brown
Kentucky
$723K +$50.9K +140 +7%
BFS
1763
Baskin Financial Services
Ontario, Canada
$722K -$4K -11 -0.5%
BIA
1764
Bigelow Investment Advisors
Maine
$719K -$113K -310 -13%
WB
1765
Webster Bank
Connecticut
$719K -$36.4K -100 -5%
CWG
1766
Cornerstone Wealth Group
North Carolina
$718K -$2.98M -8,185 -80%
DJSG
1767
D.J. St. Germain
Massachusetts
$716K – – –
AssetMark Inc
1768
AssetMark Inc
California
$714K -$516K -1,419 -41%
PCH
1769
PGIM Custom Harvest
New Jersey
$714K +$700K +1,925 +683%
PWA
1770
Physician Wealth Advisors
Utah
$713K – – –
AAM
1771
Arabesque Asset Management
United Kingdom
$713K +$745K +2,050 New
LFA
1772
Legacy Financial Advisors
Kentucky
$709K +$20.4K +56 +3%
AWM
1773
Aberdeen Wealth Management
Illinois
$705K – – –
RZH
1774
Relyea Zuckerberg Hanson
Connecticut
$700K +$50.2K +138 +7%
TCWM
1775
Total Clarity Wealth Management
Illinois
$698K -$727 -2 -0.1%