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Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
626
Clear Harbor Asset Management
Connecticut
$379K
GWM
627
Gitterman Wealth Management
New Jersey
$376K -$14.3K -50 -4%
BWP
628
Baldwin Wealth Partners
Massachusetts
$372K +$350K +1,222 New
FIM
629
Freedom Investment Management
Connecticut
$371K -$51K -178 -13%
SF
630
Summit Financial
New Jersey
$370K +$79.4K +277 +29%
OHWP
631
Oak Harbor Wealth Partners
North Carolina
$370K
KA
632
Klingman & Associates
New York
$369K +$348K +1,215 New
BCA
633
Bay Colony Advisors
Massachusetts
$369K +$287 +1 +0.1%
CI Investments Inc
634
CI Investments Inc
Ontario, Canada
$366K -$14.3K -50 -4%
BDFN
635
Bond & Devick Financial Network
Minnesota
$365K
LCWP
636
Legacy Capital Wealth Partners
Arkansas
$365K -$41.8K -146 -11%
PIP
637
Peachtree Investment Partners
Florida
$359K +$338K +1,180 New
SAG
638
SageView Advisory Group
California
$354K +$360K +1,255 New
FLPIM
639
F.L. Putnam Investment Management
Massachusetts
$354K +$15.2K +53 +5%
CAL
640
Capital Analysts LLC
Pennsylvania
$353K -$5.73K -20 -2%
WA
641
Wealthstream Advisors
New York
$352K +$95.7K +334 +41%
HPG
642
Harvest Portfolios Group
Ontario, Canada
$351K -$226K -788 -41%
BBA
643
Braun-Bostich & Associates
Pennsylvania
$347K -$20.3K -71 -6%
Koshinski Asset Management
644
Koshinski Asset Management
Illinois
$345K +$3.44K +12 +1%
JSAM
645
J. Safra Asset Management
New York
$342K +$323K +1,126 New
FFN
646
Focus Financial Network
Minnesota
$342K +$6.3K +22 +2%
SW
647
Simplicity Wealth
New Jersey
$339K -$334K -1,164 -51%
CIM
648
Contravisory Investment Management
Massachusetts
$338K +$9.74K +34 +3%
Parnassus Investments
649
Parnassus Investments
California
$338K +$319K +1,113 New
HPM
650
Hoxton Planning & Management
West Virginia
$338K -$22.6K -79 -7%