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Name Holding Trade Value Shares
Change
Change in
Stake
LBC
1051
Lowe Brockenbrough & Co
Virginia
$610K -$910 -15 -0.1%
CWA
1052
Cura Wealth Advisors
Illinois
$607K -$2.67K -44 -0.4%
RYIA
1053
Roehl & Yi Investment Advisors
Oregon
$605K +$10.8K +178 +2%
GSWM
1054
Golden State Wealth Management
California
$601K +$347K +5,726 +101%
CWMGO
1055
Capstone Wealth Management Group (Oregon)
Oregon
$599K -$78.6K -1,297 -10%
FGC
1056
First Growth Capital
Maryland
$595K +$8K +132 +1%
MG
1057
Mather Group
Illinois
$592K -$1.62M -26,667 -70%
BSB
1058
Bangor Savings Bank
Maine
$589K +$26.1K +430 +4%
SAM
1059
Smartleaf Asset Management
Massachusetts
$587K -$44.8K -739 -6%
BIA
1060
Bigelow Investment Advisors
Maine
$585K +$25K +412 +4%
PWG
1061
Portside Wealth Group
Utah
$585K +$161K +2,663 +32%
CI
1062
Cigna Investments
Connecticut
$584K -$10K -165 -1%
JSSH
1063
J. Safra Sarasin Holding
$584K -$619K -10,204 -48%
WBC
1064
Westpac Banking Corp
Australia
$583K -$79.8K -1,316 -11%
EFG
1065
Elevated Financial Group
Indiana
$582K -$22.5K -371 -3%
PA
1066
Probity Advisors
Texas
$582K -$148K -2,441 -18%
RIP
1067
RAM Investment Partners
Washington
$582K -$111K -1,835 -14%
KIA
1068
Knollwood Investment Advisory
Maryland
$581K
GAG
1069
GM Advisory Group
New York
$579K -$268K -4,417 -29%
TGIA
1070
Torrey Growth & Income Advisors
California
$574K
TTIC
1071
Tower Trust & Investment Company
Iowa
$573K -$910 -15 -0.1%
LIM
1072
Longfellow Investment Management
Massachusetts
$570K
CIA
1073
Choate Investment Advisors
Massachusetts
$569K -$104K -1,717 -14%
BI
1074
Bolthouse Investments
California
$567K
LC
1075
Lincoln Capital
Nebraska
$567K -$13.3K -220 -2%