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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1001
Cornerstone Wealth Management
Missouri
$472K -$234 -2 -0%
WR
1002
WD Rutherford
Oregon
$467K +$97.6K +835 +23%
JCM
1003
Jacobi Capital Management
Pennsylvania
$464K -$44.9K -384 -8%
GSWM
1004
Golden State Wealth Management
California
$464K -$25.5K -218 -5%
B
1005
Bellecapital
Switzerland
$462K -$29.6K -253 -5%
JE
1006
JMAC Enterprises
Pennsylvania
$459K -$225K -1,926 -30%
SAI
1007
Systematic Alpha Investments
New Jersey
$459K – – –
GI
1008
Gradient Investments
Minnesota
$457K -$4.33K -37 -0.8%
VFA
1009
Values First Advisors
Tennessee
$456K -$68.4K -585 -12%
OWA
1010
Octavia Wealth Advisors
Ohio
$456K +$585 +5 +0.1%
SWM
1011
SeaCrest Wealth Management
New York
$456K +$1.99K +17 +0.4%
IWM
1012
IHT Wealth Management
Illinois
$454K +$65.1K +557 +15%
BSAM
1013
Blue Square Asset Management
New York
$450K -$613K -5,242 -55%
Koshinski Asset Management
1014
Koshinski Asset Management
Illinois
$449K +$72.2K +617 +17%
SVWAG
1015
Sound View Wealth Advisors Group
Georgia
$446K -$4.91K -42 -1%
WA
1016
Wealth Architects
California
$444K -$21.4K -183 -4%
MYAM
1017
Meiji Yasuda Asset Management
Japan
$443K -$83.5K -714 -14%
WPP
1018
Whalerock Point Partners
Rhode Island
$441K – – –
IIA
1019
IPG Investment Advisors
California
$441K – – –
AA
1020
ALPS Advisors
Colorado
$441K +$4.09K +35 +0.8%
JAG
1021
Journey Advisory Group
Kentucky
$438K +$491K +4,200 New
BCA
1022
Bay Colony Advisors
Massachusetts
$437K +$16.7K +143 +4%
BCM
1023
Breiter Capital Management
Florida
$434K – – –
CCM
1024
Coldstream Capital Management
Washington
$432K -$650K -5,556 -57%
MW
1025
Marcum Wealth
Ohio
$432K -$13.4K -115 -3%