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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1326
Arete Wealth Advisors
Illinois
$1.01M -$12.7K -102 -1%
VWA
1327
VERITY Wealth Advisors
United States
$1M +$4.48K +36 +0.5%
AOI
1328
Auto-Owners Insurance
Michigan
$1M
DBIA
1329
Dumont & Blake Investment Advisors
New Jersey
$998K -$4.35K -35 -0.4%
AIIMS
1330
Analyst IMS Investment Management Services
Israel
$996K -$35.3K -284 -4%
EIM
1331
Essex Investment Management
Massachusetts
$988K -$69.1K -556 -7%
SWM
1332
Stockman Wealth Management
Montana
$986K -$87.7K -705 -8%
PI
1333
Pettee Investors
Connecticut
$982K -$9.2K -74 -1%
DA
1334
Dillon & Associates
Michigan
$982K -$62.2K -500 -6%
LCM
1335
Legato Capital Management
California
$979K
MIM
1336
Merrion Investment Management
New Jersey
$978K -$15.5K -125 -2%
CLOS
1337
Compagnie Lombard Odier SCmA
Switzerland
$975K -$519K -4,178 -35%
AWM
1338
Adams Wealth Management
Utah
$973K +$110K +887 +13%
CAM
1339
Carret Asset Management
New York
$971K +$49.2K +396 +5%
TFA
1340
Teamwork Financial Advisors
Texas
$971K -$355K -2,857 -27%
BWP
1341
BSW Wealth Partners
Colorado
$971K +$41.6K +335 +5%
TA
1342
Trellis Advisors
Washington
$966K +$5.22K +42 +0.6%
CT
1343
Chicago Trust
Illinois
$965K -$2.86K -23 -0.3%
MA
1344
MKT Advisors
California
$965K +$373 +3 +0%
KI
1345
Kapitalo Investimentos
Brazil
$965K
WANY
1346
Wealthspire Advisors (New York)
New York
$963K -$359K -2,887 -28%
WSFS
1347
Wilmington Savings Fund Society
Delaware
$963K -$126K -1,017 -12%
BWG
1348
Beta Wealth Group
California
$961K +$50K +402 +6%
HFS
1349
Hantz Financial Services
Michigan
$961K +$15.4K +124 +2%
GCM
1350
Goldstream Capital Management
Hong Kong
$957K +$771K +6,202 +477%