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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1101
Dynasty Wealth Management
Florida
$853K +$724K +9,836 +273%
CAG
1102
Cypress Advisory Group
Arizona
$848K +$40.5K +550 +4%
PA
1103
Probity Advisors
Texas
$842K +$76.9K +1,045 +9%
ISWM
1104
Independent Solutions Wealth Management
New York
$840K +$974K +13,238 New
SHFA
1105
SS&H Financial Advisors
Michigan
$839K
PCM
1106
Penserra Capital Management
California
$838K -$299K -4,058 -23%
FAT
1107
First American Trust
California
$837K -$54.8K -744 -5%
IP
1108
Intellectus Partners
California
$835K +$44.5K +605 +5%
ESB
1109
Essex Savings Bank
Connecticut
$832K +$177K +2,404 +22%
SLI
1110
Sumitomo Life Insurance
Japan
$831K +$147 +2 +0%
WWM
1111
Western Wealth Management
Colorado
$830K -$728K -9,885 -43%
PA
1112
PFW Advisors
Georgia
$828K +$960K +13,042 New
LFG
1113
Larson Financial Group
Missouri
$822K -$44.8K -609 -4%
AWM
1114
Angeles Wealth Management
California
$817K -$16K -218 -2%
KHCM
1115
Kirtland Hills Capital Management
Ohio
$814K -$326K -4,434 -23%
GIM
1116
Generali Investments Management
Slovenia
$812K -$1.2M -16,324 -56%
BTI
1117
Blue Trust Inc
Georgia
$811K +$71.3K +969 +8%
ECM
1118
Exchange Capital Management
Michigan
$805K +$132K +1,795 +16%
MIA
1119
MeadowBrook Investment Advisors
Michigan
$803K -$5.89K -80 -0.6%
JCM
1120
Jacobi Capital Management
Pennsylvania
$799K +$135K +1,830 +17%
BC
1121
Burney Company
Virginia
$791K -$51.9K -705 -5%
ICM
1122
IMS Capital Management
Oregon
$791K -$858K -11,655 -48%
VCM
1123
Voleon Capital Management
California
$790K -$848K -11,519 -48%
TAM
1124
Titleist Asset Management
Texas
$790K +$28.9K +392 +3%
TPWA
1125
TRUE Private Wealth Advisors
Oregon
$789K +$10.5K +143 +1%