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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1476
Bulltick Wealth Management
Florida
$502K +$512K +2,367 New
WA
1477
Wealth Architects
California
$501K -$8.65K -40 -2%
SPWG
1478
Sage Private Wealth Group
Illinois
$501K +$5.41K +25 +1%
EWM
1479
EPG Wealth Management
Georgia
$500K +$2.81K +13 +0.6%
AFM
1480
Andesa Financial Management
Pennsylvania
$500K +$41.8K +193 +9%
GCMG
1481
Gyroscope Capital Management Group
Florida
$499K +$5.41K +25 +1%
FDS
1482
First Dallas Securities
Texas
$499K +$152K +701 +42%
RFA
1483
Resurgent Financial Advisors
Georgia
$497K +$58.8K +272 +13%
Members Trust
1484
Members Trust
Florida
$495K
RP
1485
Riverbridge Partners
Minnesota
$494K
VWA
1486
Visionary Wealth Advisors
Illinois
$494K +$5.19K +24 +1%
EWM
1487
Evermay Wealth Management
Virginia
$493K +$2.38K +11 +0.5%
HI
1488
Hoey Investments
Pennsylvania
$489K -$5.62M -25,984 -92%
Bank Julius Baer & Co
1489
Bank Julius Baer & Co
Switzerland
$489K +$242K +1,118 +94%
PWLP
1490
Prio Wealth Limited Partnership
Massachusetts
$488K -$2.6K -12 -0.5%
SC
1491
Searle & Co
Connecticut
$488K
VCAM
1492
Van Cleef Asset Management
Ohio
$488K
TA
1493
TrueWealth Advisors
Alabama
$485K
SCM
1494
SKBA Capital Management
California
$484K -$21.6K -100 -4%
RWA
1495
Ropes Wealth Advisors
Massachusetts
$483K -$34.6K -160 -7%
FNC
1496
First National Corp
Massachusetts
$481K +$1.08K +5 +0.2%
HL
1497
HeadInvest LLC
Maine
$479K -$8.65K -40 -2%
CC
1498
Callan Capital
California
$478K +$5.84K +27 +1%
AIA
1499
Arbor Investment Advisors
North Carolina
$477K
LA
1500
Latitude Advisors
Florida
$475K +$16.7K +77 +4%