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Name Holding Trade Value Shares
Change
Change in
Stake
ARMT
1376
Amica Retiree Medical Trust
Rhode Island
$919K
NFG
1377
Nations Financial Group
Iowa
$913K +$7.13K +112 +0.8%
HT
1378
Heritage Trust
Oklahoma
$912K +$14.7K +231 +2%
CCM
1379
Coldstream Capital Management
Washington
$911K +$94K +1,476 +12%
CAN
1380
Claraphi Advisory Network
United States
$907K -$37K -580 -4%
WA
1381
Wealth Architects
California
$907K +$176K +2,769 +26%
OAM
1382
Occidental Asset Management
California
$899K
FWP
1383
FAS Wealth Partners
Kansas
$898K +$3.44K +54 +0.4%
BEC
1384
Blue Edge Capital
Virginia
$897K
EWA
1385
EP Wealth Advisors
California
$897K +$468K +7,348 +124%
CG
1386
Cutler Group
California
$894K +$474K +7,441 +129%
HAIM
1387
Hunter Associates Investment Management
Pennsylvania
$893K -$6.12K -96 -0.7%
FBC
1388
Fairfield, Bush & Co
Connecticut
$892K -$37K -581 -4%
WSC
1389
Wellington Shields & Co
New York
$889K -$26.8K -420 -3%
BRC
1390
Bell Rock Capital
Delaware
$888K +$33.2K +521 +4%
BG
1391
Bellevue Group
Switzerland
$887K
DAC
1392
Dividend Assets Capital
South Carolina
$882K -$219K -3,432 -21%
TA
1393
Tiedemann Advisors
New York
$882K -$50.5K -792 -6%
AF
1394
Aldebaran Financial
$882K +$510 +8 +0.1%
LSAG
1395
Lake Street Advisors Group
New Hampshire
$870K -$409K -6,412 -33%
GIM
1396
Guardian Investment Management
California
$869K -$180K -2,830 -18%
BRWM
1397
B. Riley Wealth Management
Tennessee
$868K +$817K +12,822 New
MPAM
1398
Murphy Pohlad Asset Management
Minnesota
$858K -$20K -314 -2%
MMPW
1399
Mitchell McLeod Pugh & Williams
Alabama
$856K +$37.6K +590 +5%
TIA
1400
Tiemann Investment Advisors
California
$854K -$8.92K -140 -1%