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Name Holding Trade Value Shares
Change
Change in
Stake
NWM
1751
Northcape Wealth Management
New York
$653K +$7.57K +275 +1%
RC
1752
Rovin Capital
Arizona
$653K +$101K +3,652 +19%
AMBIA
1753
Allen Mooney & Barnes Investment Advisors
Georgia
$653K +$422K +15,322 +191%
EFG
1754
Everhart Financial Group
Ohio
$651K +$77.4K +2,813 +14%
CFG
1755
Carr Financial Group
Massachusetts
$650K -$9.42K -342 -1%
NRD
1756
Nebula Research & Development
New York
$649K -$48.7K -1,768 -7%
CCM
1757
Colorado Capital Management
Colorado
$649K -$1.02K -37 -0.2%
TPW
1758
Transatlantique Private Wealth
New York
$648K +$15.3K +554 +2%
EI
1759
Ellevest Inc
New York
$647K +$100K +3,646 +19%
AWAG
1760
ARS Wealth Advisors Group
Florida
$643K -$116K -4,222 -16%
HTIM
1761
Harbour Trust & Investment Management
Indiana
$643K -$730K -26,529 -54%
Members Trust
1762
Members Trust
Florida
$641K -$1.32K -48 -0.2%
FSA
1763
Financial Sense Advisors
California
$640K +$716 +26 +0.1%
FMC
1764
First Merchants Corp
Indiana
$637K -$9.94K -361 -2%
SQA
1765
Simon Quick Advisors
New Jersey
$637K -$97.1K -3,527 -13%
3IP
1766
3Chopt Investment Partners
Virginia
$637K +$310K +11,265 +98%
GIM
1767
Guardian Investment Management
California
$632K -$140K -5,098 -18%
PSB
1768
Piscataqua Savings Bank
New Hampshire
$631K -$48.7K -1,770 -7%
1WM
1769
1900 Wealth Management
Texas
$629K -$385 -14 -0.1%
SAM
1770
Sompo Asset Management
Japan
$629K +$81.2K +2,950 +15%
GCA
1771
Gradient Capital Advisors
California
$629K +$3.06K +111 +0.5%
WB
1772
West Bancorporation
Iowa
$629K -$63.1K -2,291 -9%
Fiera Capital (Canada)
1773
Fiera Capital (Canada)
Quebec, Canada
$627K -$35.7K -1,298 -5%
GKWIM
1774
Gerber Kawasaki Wealth & Investment Management
California
$626K +$58.4K +2,122 +10%
FAB
1775
First American Bank
Illinois
$626K +$19K +689 +3%