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Name Holding Trade Value Shares
Change
Change in
Stake
WAG
801
Wallace Advisory Group
California
$489K +$1.75K +26 +0.3%
HL
802
HeadInvest LLC
Maine
$487K
DI
803
Diligent Investors
California
$487K -$131K -1,950 -23%
NAM
804
NTV Asset Management
West Virginia
$485K
BJL
805
Brighton Jones LLC
Washington
$485K -$57K -846 -11%
EH
806
Equitable Holdings
New York
$484K -$3.1K -46 -0.7%
ESB
807
Essex Savings Bank
Connecticut
$483K +$51.5K +764 +13%
GCM
808
Gables Capital Management
Florida
$483K
SI
809
Severin Investments
Missouri
$483K -$3.64K -54 -0.8%
HI
810
Harbour Investments
Wisconsin
$480K -$87.8K -1,304 -17%
CH
811
Cromwell Holdings
Wyoming
$480K
BWM
812
BigSur Wealth Management
Florida
$479K
RPC
813
Rossmore Private Capital
Connecticut
$477K -$10.2K -151 -2%
SA
814
Strategic Advisors
New York
$476K -$2.09K -31 -0.5%
BHIA
815
Birch Hill Investment Advisors
Massachusetts
$476K
ECA
816
Elevated Capital Advisors
Utah
$476K -$149K -2,207 -25%
FTC
817
Farmers Trust Company
Ohio
$475K
E3F
818
Eight 31 Financial
Texas
$474K +$674 +10 +0.2%
PFBT
819
Parkside Financial Bank & Trust
Missouri
$473K +$53.1K +788 +14%
MWM
820
Modern Wealth Management
Kansas
$473K +$5.52K +82 +1%
BMC
821
Beaton Management Company
Massachusetts
$473K
BWM
822
Bulltick Wealth Management
Florida
$471K -$2.76M -40,975 -86%
MDA
823
Minot DeBlois Advisors
Massachusetts
$466K -$42.4K -629 -9%
Mitsubishi UFJ Asset Management
824
Mitsubishi UFJ Asset Management
Japan
$466K +$2.36K +35 +0.6%
NIM
825
Northeast Investment Management
Massachusetts
$465K