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Name Holding Trade Value Shares
Change
Change in
Stake
WR
1001
WD Rutherford
Oregon
$467K +$97.6K +835 +23%
JCM
1002
Jacobi Capital Management
Pennsylvania
$464K -$44.9K -384 -8%
GSWM
1003
Golden State Wealth Management
California
$464K -$25.5K -218 -5%
B
1004
Bellecapital
Switzerland
$462K -$29.6K -253 -5%
JE
1005
JMAC Enterprises
Pennsylvania
$459K -$225K -1,926 -30%
SAI
1006
Systematic Alpha Investments
New Jersey
$459K
GI
1007
Gradient Investments
Minnesota
$457K -$4.33K -37 -0.8%
VFA
1008
Values First Advisors
Tennessee
$456K -$68.4K -585 -12%
OWA
1009
Octavia Wealth Advisors
Ohio
$456K +$585 +5 +0.1%
SWM
1010
SeaCrest Wealth Management
New York
$456K +$1.99K +17 +0.4%
IWM
1011
IHT Wealth Management
Illinois
$454K +$65.1K +557 +15%
BSAM
1012
Blue Square Asset Management
New York
$450K -$613K -5,242 -55%
Koshinski Asset Management
1013
Koshinski Asset Management
Illinois
$449K +$72.2K +617 +17%
SVWAG
1014
Sound View Wealth Advisors Group
Georgia
$446K -$4.91K -42 -1%
WA
1015
Wealth Architects
California
$444K -$21.4K -183 -4%
MYAM
1016
Meiji Yasuda Asset Management
Japan
$443K -$83.5K -714 -14%
WPP
1017
Whalerock Point Partners
Rhode Island
$441K
IIA
1018
IPG Investment Advisors
California
$441K
AA
1019
ALPS Advisors
Colorado
$441K +$4.09K +35 +0.8%
JAG
1020
Journey Advisory Group
Kentucky
$438K +$491K +4,200 New
BCA
1021
Bay Colony Advisors
Massachusetts
$437K +$16.7K +143 +4%
BCM
1022
Breiter Capital Management
Florida
$434K
CCM
1023
Coldstream Capital Management
Washington
$432K -$650K -5,556 -57%
MW
1024
Marcum Wealth
Ohio
$432K -$13.4K -115 -3%
MGIA
1025
Moneta Group Investment Advisors
Missouri
$431K +$4.21K +36 +0.9%