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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1751
Becker Capital Management
Oregon
$737K -$26.2K -72 -3%
CMO
1752
Covenant Multifamily Offices
Texas
$737K -$5.82K -16 -0.7%
AIA
1753
Angeles Investment Advisors
California
$737K +$85.8K +236 +13%
AIS
1754
American Investment Services
Massachusetts
$735K +$727 +2 +0.1%
BIM
1755
Baldwin Investment Management
Pennsylvania
$730K -$52.7K -145 -6%
PWA
1756
Providence Wealth Advisors
Illinois
$730K
AWP
1757
Accretive Wealth Partners
New Jersey
$730K +$48K +132 +7%
LWA
1758
Lineweaver Wealth Advisors
Ohio
$730K +$268K +737 +54%
FMN
1759
Financial Management Network
California
$726K
WW
1760
Waterfront Wealth
Kansas
$723K -$2.54K -7 -0.3%
AB
1761
Atlas Brown
Kentucky
$723K +$50.9K +140 +7%
BFS
1762
Baskin Financial Services
Ontario, Canada
$722K -$4K -11 -0.5%
BIA
1763
Bigelow Investment Advisors
Maine
$719K -$113K -310 -13%
WB
1764
Webster Bank
Connecticut
$719K -$36.4K -100 -5%
CWG
1765
Cornerstone Wealth Group
North Carolina
$718K -$2.98M -8,185 -80%
DJSG
1766
D.J. St. Germain
Massachusetts
$716K
AssetMark Inc
1767
AssetMark Inc
California
$714K -$516K -1,419 -41%
PCH
1768
PGIM Custom Harvest
New Jersey
$714K +$700K +1,925 +683%
PWA
1769
Physician Wealth Advisors
Utah
$713K
AAM
1770
Arabesque Asset Management
United Kingdom
$713K +$745K +2,050 New
LFA
1771
Legacy Financial Advisors
Kentucky
$709K +$20.4K +56 +3%
AWM
1772
Aberdeen Wealth Management
Illinois
$705K
RZH
1773
Relyea Zuckerberg Hanson
Connecticut
$700K +$50.2K +138 +7%
TCWM
1774
Total Clarity Wealth Management
Illinois
$698K -$727 -2 -0.1%
FANJ
1775
Financial Architects (New Jersey)
New Jersey
$696K -$41.8K -115 -5%