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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
726
Brophy Wealth Management
New Hampshire
$322K +$308K +3,851 New
DTC
727
Davidson Trust Company
Washington
$322K -$16.8K -210 -5%
SRL
728
Scientech Research LLC
New Jersey
$320K +$306K +3,832 New
CWM
729
Centric Wealth Management
Illinois
$319K
FAT
730
First American Trust
California
$318K -$2.08K -26 -0.7%
CCM
731
Check Capital Management
California
$318K
LWM
732
LJI Wealth Management
Indiana
$318K
AIC
733
Archer Investment Corporation
Indiana
$315K
EWA
734
EverSource Wealth Advisors
Alabama
$312K +$2.32K +29 +0.8%
SCM
735
Shelton Capital Management
Colorado
$311K
PTC
736
Private Trust Company
Ohio
$311K -$16.6K -208 -5%
GKWIM
737
Gerber Kawasaki Wealth & Investment Management
California
$309K +$13K +163 +5%
FAF
738
Fjarde Ap-fonden
Sweden
$309K +$296K +3,700 New
AWM
739
Aviso Wealth Management
Washington
$307K -$34K -425 -10%
EW
740
Elyxium Wealth
California
$304K +$291K +3,637 New
APM
741
Advanced Portfolio Management
New York
$303K -$251K -3,143 -46%
BIG
742
Brooklyn Investment Group
New York
$302K +$44.4K +555 +18%
Jones Financial Companies
743
Jones Financial Companies
Missouri
$301K +$231K +2,890 +396%
PI
744
PFG Investments
New York
$301K +$288K +3,602 New
BBI
745
Baxter Bros Inc
Connecticut
$301K +$288K +3,600 New
AC
746
AXQ Capital
New Jersey
$299K +$286K +3,581 New
IAS
747
Insigneo Advisory Services
Florida
$299K +$286K +3,577 New
AC
748
ASB Consultores
Florida
$299K -$23K -287 -7%
VBWMG
749
Von Berge Wealth Management Group
California
$295K -$21.7K -271 -7%
JIC
750
Johnson Investment Counsel
Ohio
$294K +$2.56K +32 +0.9%