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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
876
Brookstone Capital Management
Illinois
$666K -$51.5K -425 -8%
EN1L
877
Engine No 1 LLC
California
$666K +$268K +2,215 +71%
WWM
878
Windsor Wealth Management
Indiana
$664K +$32.1K +265 +5%
PSUF
879
People's United Financial
Connecticut
$660K +$5.45K +45 +0.9%
DBT
880
Dubuque Bank & Trust
Iowa
$658K -$151K -1,250 -19%
SAS
881
Stelac Advisory Services
New York
$648K +$128K +1,055 +25%
WMP
882
Wealth Management Partners
Arizona
$647K -$10.9K -90 -2%
FAIM
883
Financial Advocates Investment Management
Washington
$647K +$1.21K +10 +0.2%
KWM
884
Keebeck Wealth Management
Illinois
$643K -$74.5K -615 -11%
PFWA
885
Paces Ferry Wealth Advisors
Georgia
$639K -$5.45K -45 -0.9%
GWM
886
Greenwich Wealth Management
Connecticut
$638K +$621K +5,125 New
RA
887
RFG Advisory
Alabama
$633K -$75.1K -620 -11%
WWM
888
Wolff Wiese Magana
California
$633K
APP
889
Avantax Planning Partners
Iowa
$625K +$67.2K +555 +12%
PWM
890
Perigon Wealth Management
California
$625K +$108K +890 +22%
QCG
891
Quadrant Capital Group
Ohio
$623K +$49.6K +410 +9%
BA
892
Bristlecone Advisors
Washington
$612K +$3.03K +25 +0.5%
PCM
893
Parsons Capital Management
Rhode Island
$610K +$22.4K +185 +4%
BMC
894
Beaton Management Company
Massachusetts
$607K
GC
895
Gilbert & Cook
Iowa
$607K +$203K +1,680 +53%
CF
896
Centaurus Financial
California
$605K -$287K -2,370 -33%
SP
897
Symmetry Partners
Connecticut
$604K
JWCA
898
J.W. Cole Advisors
Florida
$602K -$23.6K -195 -4%
WOC
899
West Oak Capital
California
$601K +$3.03K +25 +0.5%
MFW
900
Meristem Family Wealth
Minnesota
$600K +$72.1K +595 +14%