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Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
1651
Moneta Group Investment Advisors
Missouri
$364K -$388 -7 -0.1%
WWM
1652
Windsor Wealth Management
Indiana
$362K +$373K +6,737 New
GI
1653
Glovista Investments
New Jersey
$360K -$11.6K -210 -3%
DWM
1654
Destination Wealth Management
California
$358K -$37.7K -680 -9%
IWA
1655
IBEX Wealth Advisors
New Jersey
$356K -$1.52M -27,399 -81%
ESBC
1656
E.S. Barr & Co
Kentucky
$356K +$5.93K +107 +2%
DJSG
1657
D.J. St. Germain
Massachusetts
$355K +$5.77K +104 +2%
ACH
1658
ArrowMark Colorado Holdings
Colorado
$354K
QPWM
1659
Quadrant Private Wealth Management
Pennsylvania
$353K +$365K +6,578 New
SFS
1660
Summit Financial Strategies
Ohio
$352K -$60.7K -1,095 -14%
SAM
1661
SignalPoint Asset Management
Missouri
$351K +$13.5K +244 +4%
LPT
1662
Legacy Private Trust
Wisconsin
$350K -$217K -3,919 -38%
Lido Advisors
1663
Lido Advisors
California
$348K -$33.2K -598 -8%
EWF
1664
Epstein & White Financial
California
$348K +$360K +6,487 New
YP
1665
Yellowstone Partners
Idaho
$346K -$99K -1,785 -22%
FMC
1666
First Merchants Corp
Indiana
$345K -$45K -811 -11%
LK
1667
Lumbard & Kellner
New Hampshire
$344K
TAM
1668
Taurus Asset Management
New York
$344K +$12.2K +220 +4%
NCM
1669
Novare Capital Management
North Carolina
$343K +$7.54K +136 +2%
WA1
1670
Wimmer Associates 1
California
$343K +$25K +451 +8%
CCM
1671
Carderock Capital Management
Maryland
$340K -$6.26K -113 -2%
ERIM
1672
Eagle Ridge Investment Management
Connecticut
$339K -$1.89K -34 -0.5%
GBBWRPM
1673
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$339K +$66.4K +1,198 +25%
SLF
1674
Sun Life Financial
Ontario, Canada
$338K -$818K -14,764 -70%
HEIP
1675
Hudson Edge Investment Partners
New Jersey
$338K -$87.1K -1,572 -20%