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Name Holding Trade Value Shares
Change
Change in
Stake
FWA
1201
FSM Wealth Advisors
Ohio
$619K +$12.4K +76 +2%
RDWM
1202
Red Door Wealth Management
Tennessee
$618K -$22.4K -137 -3%
PI
1203
Pettee Investors
Connecticut
$616K
GPWM
1204
Grant Private Wealth Management
California
$616K +$55.6K +340 +10%
SAW
1205
Signal Advisors Wealth
Michigan
$615K +$7.85K +48 +1%
BOH
1206
Bank of Hawaii
Hawaii
$614K -$34.3K -210 -5%
EWM
1207
Empirical Wealth Management
Washington
$613K -$421K -2,577 -40%
MIM
1208
MTM Investment Management
South Carolina
$613K +$164 +1 +0%
TWG
1209
The Wealth Group
Minnesota
$611K
HTIM
1210
Harbour Trust & Investment Management
Indiana
$610K -$36.8K -225 -6%
WWP
1211
Wise Wealth Partners
Arizona
$609K
HAM
1212
Hedges Asset Management
Nevada
$608K
PL
1213
Plancorp LLC
Missouri
$607K -$220K -1,348 -26%
CAM
1214
Cidel Asset Management
Ontario, Canada
$607K -$75.9K -464 -11%
ACM
1215
AlphaStar Capital Management
North Carolina
$605K +$222K +1,355 +56%
GWCM
1216
Godshalk Welsh Capital Management
Pennsylvania
$602K
1832 Asset Management
1217
1832 Asset Management
Ontario, Canada
$602K +$615K +3,760 New
PIA
1218
Perennial Investment Advisors
California
$602K +$23.7K +145 +4%
HCMT
1219
Highland Capital Management (Tennessee)
Tennessee
$602K -$19K -116 -3%
ET
1220
Equitable Trust
Tennessee
$601K +$32.7K +200 +6%
OC
1221
Opinicus Capital
Florida
$598K -$20.9K -128 -3%
SWA
1222
Stratos Wealth Advisors
Ohio
$596K -$2.13K -13 -0.3%
TPWM
1223
Twelve Points Wealth Management
Massachusetts
$594K -$220K -1,348 -27%
BWM
1224
Bosman Wealth Management
California
$593K
BCM
1225
Beddow Capital Management
Wyoming
$593K -$319K -1,950 -34%