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Name Holding Trade Value Shares
Change
Change in
Stake
FC
1801
Financial Consulate
Maryland
$755K -$29.1K -372 -4%
BWM
1802
BerganKDV Wealth Management
Minnesota
$754K +$6.27K +80 +0.8%
SDAM
1803
Shulman DeMeo Asset Management
New York
$753K +$30.1K +384 +4%
RIM
1804
Rockbridge Investment Management
New York
$745K +$78 +1 +0%
RSWM
1805
Robertson Stephens Wealth Management
California
$744K +$108K +1,378 +17%
GTAM
1806
Global Trust Asset Management
Florida
$741K -$392 -5 -0.1%
GEA
1807
Glen Eagle Advisors
New Jersey
$740K +$38.5K +492 +6%
AS
1808
Altshuler Shaham
Israel
$738K +$559K +7,135 +327%
KOMWMG
1809
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$737K +$111K +1,422 +18%
SFO
1810
Stokes Family Office
Louisiana
$734K +$40.7K +520 +6%
WEPOG
1811
Wealth Enhancement & Preservation of GA
Georgia
$734K +$237K +3,031 +47%
BCM
1812
Boltwood Capital Management
California
$733K
CHP
1813
Cable Hill Partners
Oregon
$732K -$32.7K -418 -4%
IFWM
1814
Institute for Wealth Management
Colorado
$732K +$25.8K +329 +4%
LSPW
1815
Lake Street Private Wealth
Illinois
$729K +$34.9K +446 +5%
IWS
1816
Insight Wealth Strategies
California
$729K +$41.2K +526 +6%
STA
1817
Summit Trail Advisors
New York
$726K +$182K +2,321 +32%
KPW
1818
Kore Private Wealth
New York
$724K +$65.3K +834 +10%
NFG
1819
Nadler Financial Group
Illinois
$724K +$75K +958 +12%
PP
1820
Pegasus Partners
Wisconsin
$722K -$5.41K -69 -0.8%
KCM
1821
Kendall Capital Management
Maryland
$722K +$196K +2,500 +38%
WIP
1822
Wellesley Investment Partners
Massachusetts
$721K -$23.4K -299 -3%
FHC
1823
First Heartland Consultants
Missouri
$721K +$1.1K +14 +0.2%
MA
1824
MCF Advisors
Kentucky
$721K +$217K +2,772 +44%
SCA
1825
STALEY CAPITAL ADVISERS
Pennsylvania
$720K