Name Holding Trade Value Shares
Change
Change in
Stake
DBIA
1026
Dumont & Blake Investment Advisors
New Jersey
$2.87M -$444K -1,425 -15%
LA
1027
LexAurum Advisors
Kansas
$2.87M -$11.2K -36 -0.4%
CWM
1028
Cherrydale Wealth Management
New Jersey
$2.87M +$934 +3 +0%
CCM
1029
Condor Capital Management
New Jersey
$2.85M -$542K -1,740 -18%
PWM
1030
Purus Wealth Management
California
$2.85M -$7.47K -24 -0.3%
BPCE
1031
Bank Pictet & Cie (Europe)
Germany
$2.84M – – –
RIG
1032
Roosevelt Investment Group
New York
$2.83M – – –
NL
1033
NVWM LLC
Pennsylvania
$2.83M -$453K -1,455 -16%
PWM
1034
Pinnacle Wealth Management
California
$2.82M +$15.9K +51 +0.7%
FMN
1035
Financial Management Network
California
$2.82M +$60.7K +195 +3%
B
1036
Barings
North Carolina
$2.8M -$997K -3,201 -29%
EP
1037
Eudaimonia Partners
Tennessee
$2.8M +$2.43M +7,797 New
BBNB
1038
Baker Boyer National Bank
Washington
$2.79M -$242K -777 -9%
VA
1039
Valmark Advisers
Ohio
$2.78M +$820K +2,634 +52%
MPW
1040
MA Private Wealth
California
$2.77M +$67.3K +216 +3%
FHC
1041
First Heartland Consultants
Missouri
$2.77M +$18.7K +60 +0.8%
BWM
1042
Bulltick Wealth Management
Florida
$2.77M +$10.3K +33 +0.4%
CP
1043
Cumberland Partners
Ontario, Canada
$2.77M – – –
CCM
1044
Colorado Capital Management
Colorado
$2.77M – – –
RWA
1045
Redhawk Wealth Advisors
Minnesota
$2.75M +$1.51M +4,854 +172%
PFG
1046
Peterson Financial Group
Iowa
$2.75M +$84.1K +270 +4%
HCCM
1047
Hudson Canyon Capital Management
New York
$2.74M – – –
FPCP
1048
Fort Point Capital Partners
California
$2.73M +$297K +954 +14%
MAM
1049
McCarthy Asset Management
California
$2.73M -$6.54K -21 -0.3%
SIC
1050
Samalin Investment Counsel
New York
$2.72M +$562K +1,803 +31%