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Name Holding Trade Value Shares
Change
Change in
Stake
KLWA
1601
Kelly Lawrence W & Associates
California
$509K -$76.3K -510 -14%
CA
1602
Calton & Associates
Florida
$509K +$16.3K +109 +4%
IWP
1603
Icon Wealth Partners
Texas
$509K +$473K +3,161 New
QI
1604
Qtron Investments
Massachusetts
$509K +$473K +3,161 New
LWM
1605
Loveless Wealth Management
Montana
$507K +$84.1K +562 +22%
FFA
1606
First Foundation Advisors
California
$506K -$152K -1,017 -24%
FC
1607
Forte Capital
New York
$506K -$27.4K -183 -6%
Credit Agricole
1608
Credit Agricole
France
$506K +$26.9K +180 +6%
VST
1609
Van Strum & Towne
California
$504K +$53.7K +359 +13%
MMPW
1610
Mitchell McLeod Pugh & Williams
Alabama
$502K +$47.5K +317 +11%
VW
1611
Vantage Wealth
California
$501K – – –
GWM
1612
GSB Wealth Management
Connecticut
$501K +$15.4K +103 +3%
PA
1613
PSI Advisors
Florida
$501K +$35.8K +239 +8%
GIM
1614
Greylin Investment Management
Virginia
$501K +$59.7K +399 +15%
KFI
1615
Key Financial Inc
Pennsylvania
$500K +$4.49K +30 +1%
TAIM
1616
TD Ameritrade Investment Management
Nebraska
$497K – – –
JFA
1617
Johanson Financial Advisors
California
$496K +$451K +3,016 New
DAC
1618
Dividend Assets Capital
South Carolina
$494K – – –
FA
1619
Financial Advisors
Massachusetts
$494K +$2.69K +18 +0.6%
IIM
1620
InTrack Investment Management
Vermont
$494K +$459K +3,065 New
ACM
1621
Advisors Capital Management
New Jersey
$494K +$460K +3,070 New
SFSIG
1622
San Francisco Sentry Investment Group
California
$493K +$34K +227 +8%
ECM
1623
EagleClaw Capital Management
Massachusetts
$491K +$28.7K +192 +7%
WFM
1624
Wolff Financial Management
Michigan
$491K +$94.2K +629 +26%
WPP
1625
Whalerock Point Partners
Rhode Island
$490K – – –