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Name Holding Trade Value Shares
Change
Change in
Stake
SG
1401
Stonnington Group
California
$533K +$145K +1,196 +32%
EWM
1402
Endurance Wealth Management
Rhode Island
$532K -$10.8K -89 -2%
9WM
1403
9258 Wealth Management
Ohio
$532K +$68.8K +569 +13%
AWE
1404
Avidian Wealth Enterprises
Texas
$531K -$185K -1,532 -24%
PWM
1405
Palumbo Wealth Management
New York
$531K +$50.5K +418 +9%
LI
1406
LMCG Investments
Massachusetts
$530K -$7.13K -59 -1%
RFG
1407
Range Financial Group
Oregon
$530K +$24.8K +205 +4%
ATC
1408
Adirondack Trust Company
New York
$528K +$41.8K +346 +8%
BCAM
1409
Boston Common Asset Management
Massachusetts
$527K -$69.1K -572 -11%
CSI
1410
Cross Staff Investments
New York
$527K +$121 +1 +0%
GIM
1411
Greylin Investment Management
Virginia
$527K +$225K +1,861 +62%
CL
1412
CPWM LLC
Washington
$524K +$7.01K +58 +1%
BFC
1413
Bedel Financial Consulting
Indiana
$524K +$32.4K +268 +6%
PWM
1414
Paulson Wealth Management
Illinois
$524K +$32.4K +268 +6%
OFG
1415
OmniStar Financial Group
North Carolina
$521K +$22.4K +185 +4%
MIM
1416
MTM Investment Management
South Carolina
$520K +$483 +4 +0.1%
HC
1417
Hoese & Co
Minnesota
$519K +$486K +4,023 +520%
AA
1418
Auxano Advisors
Washington
$518K -$5.68K -47 -1%
GCM
1419
Glynn Capital Management
California
$518K
PCA
1420
Peddock Capital Advisors
Massachusetts
$518K
PCS
1421
Personal CFO Solutions
New Jersey
$518K +$219K +1,809 +61%
FA
1422
Fagan Associates
New York
$517K
IPW
1423
Inlet Private Wealth
Florida
$517K +$1.93K +16 +0.3%
PB
1424
Pinnacle Bancorp
Nebraska
$513K -$8.22K -68 -1%
TAM
1425
Townsend Asset Management
North Carolina
$513K +$289K +2,392 +102%