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Name Holding Trade Value Shares
Change
Change in
Stake
WI
1626
WrapManager Inc
California
$520K +$330K +17,850 +158%
TCM
1627
Tradewinds Capital Management
Washington
$519K +$26.5K +1,430 +5%
WW
1628
Waterfront Wealth
Kansas
$519K +$41K +2,214 +8%
JC
1629
JB Capital
Connecticut
$518K -$2.08M -112,324 -79%
RMC
1630
Resources Management Corp
Connecticut
$518K -$506K -27,356 -49%
BAS
1631
Brown Advisory Securities
Maryland
$517K -$33.5K -1,809 -6%
KOC
1632
Koss-Olinger Consulting
Florida
$515K +$67.5K +3,647 +14%
GCM
1633
Gibraltar Capital Management
Oklahoma
$514K +$533K +28,806 New
CAMG
1634
CWA Asset Management Group
Florida
$513K -$133K -7,191 -20%
ROTUOC
1635
Regents of the University of California
California
$512K
RWP
1636
RWA Wealth Partners
Massachusetts
$511K -$7.34K -397 -1%
GD
1637
Grandfield & Dodd
New York
$510K -$90.4K -4,888 -15%
LWP
1638
Lumature Wealth Partners
Georgia
$509K +$237K +12,791 +81%
FC
1639
Forte Capital
New York
$507K
CRC
1640
Curi RMB Capital
Illinois
$506K -$198K -10,713 -27%
DBIA
1641
Dumont & Blake Investment Advisors
New Jersey
$506K +$35.8K +1,936 +7%
WWMSC
1642
Wagner Wealth Management (South Carolina)
South Carolina
$504K -$714K -38,596 -58%
WE
1643
Wealth Effects
Massachusetts
$504K -$4.66K -252 -0.9%
EFG
1644
Everhart Financial Group
Ohio
$503K +$267K +14,421 +105%
HFG
1645
Heron Financial Group
New York
$501K -$4.42K -239 -0.8%
NSB
1646
Norway Savings Bank
Maine
$498K -$304K -16,445 -37%
BFG
1647
Berger Financial Group
Minnesota
$498K -$28.8K -1,559 -5%
RB
1648
Richmond Brothers
Michigan
$496K -$39.5K -2,133 -7%
BWM
1649
BT Wealth Management
Georgia
$496K -$6.12K -331 -1%
FC
1650
Ferris Capital
Massachusetts
$496K -$4.51K -244 -0.9%