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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1876
Segment Wealth Management
Texas
$1.19M +$42.8K +205 +4%
BAM
1877
Beaumont Asset Management
Texas
$1.19M +$10.9K +52 +1%
HHGA
1878
Halbert Hargrove Global Advisors
California
$1.19M +$367K +1,760 +51%
EW
1879
Evoke Wealth
California
$1.19M -$153K -734 -12%
WCM
1880
Wedge Capital Management
North Carolina
$1.18M +$12.7K +61 +1%
CCI
1881
Credit Capital Investments
New Jersey
$1.18M +$1.09M +5,200 New
DBIA
1882
Dumont & Blake Investment Advisors
New Jersey
$1.18M +$33.8K +162 +3%
WP
1883
WealthSource Partners
California
$1.17M -$138K -660 -11%
EFSCE
1884
Enterprise Financial Services Corp (EFSC)
Missouri
$1.17M +$8.77K +42 +0.8%
CCA
1885
Cobblestone Capital Advisors
New York
$1.17M -$322K -1,541 -23%
GDP
1886
Great Diamond Partners
Maine
$1.17M +$7.93K +38 +0.7%
PJSIMP
1887
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.16M -$12.5K -60 -1%
LJAC
1888
L.J. Altfest & Co
New York
$1.16M -$119K -568 -10%
FWM
1889
Fairhaven Wealth Management
Illinois
$1.16M +$223K +1,069 +26%
HSA
1890
Hussman Strategic Advisors
Maryland
$1.16M -$4.24M -20,300 -80%
FWM
1891
Foresight Wealth Management
Utah
$1.16M +$50.5K +242 +5%
AWC
1892
Abundance Wealth Counselors
Pennsylvania
$1.16M +$676K +3,239 +175%
PL
1893
Plancorp LLC
Missouri
$1.16M +$413K +1,978 +64%
SFA
1894
Souders Financial Advisors
Ohio
$1.15M +$196K +937 +23%
CT
1895
Columbia Trust
Oregon
$1.15M +$413K +1,978 +64%
BWAM
1896
Boyd Watterson Asset Management
Ohio
$1.15M -$53K -254 -5%
CRWM
1897
Castle Rock Wealth Management
California
$1.14M +$206K +985 +27%
WQ
1898
Wealth Quarterback
New Jersey
$1.14M +$249K +1,193 +31%
CI
1899
CX Institutional
Indiana
$1.14M +$342K +1,639 +48%
APW
1900
Aurora Private Wealth
New Jersey
$1.14M -$1.35M -6,456 -56%
74 75
76
77 78