Name Holding Trade Value Shares
Change
Change in
Stake
PWG
1551
Portside Wealth Group
Utah
$672K +$25K +129 +4%
CAI
1552
Capital Advisors Inc
Oklahoma
$671K +$232K +1,200 +55%
TGAM
1553
TBH Global Asset Management
Tennessee
$669K -$194 -1 -0%
GBT
1554
Grove Bank & Trust
Florida
$666K -$137K -710 -17%
NRC
1555
New Republic Capital
North Carolina
$665K -$27.5K -142 -4%
MSRI
1556
Michael S. Ryan Inc
New York
$663K +$3.87K +20 +0.6%
WA
1557
Whipplewood Advisors
Colorado
$662K +$649K +3,353 New
BOM
1558
Bank of Marin
California
$661K -$11.4K -59 -2%
DS
1559
DRW Securities
Illinois
$661K -$1.38M -7,120 -68%
AWP
1560
Abacus Wealth Partners
California
$658K +$36K +186 +6%
APWA
1561
Atlas Private Wealth Advisors
New Jersey
$657K +$1.55K +8 +0.2%
VCM
1562
Virtue Capital Management
Tennessee
$655K -$148K -765 -19%
FCG
1563
Fielder Capital Group
Tennessee
$654K +$28.8K +149 +5%
HFP
1564
Holistic Financial Partners
Indiana
$652K -$5.03K -26 -0.8%
BHC
1565
Bowen Hanes & Co
Florida
$650K – – –
FAT
1566
First American Trust
California
$650K +$128K +663 +25%
RCA
1567
Resonant Capital Advisors
Wisconsin
$646K +$25K +129 +4%
DP
1568
Dearborn Partners
Illinois
$645K +$20.3K +105 +3%
LA
1569
Latitude Advisors
Florida
$640K -$17.4K -90 -3%
SWM
1570
StoneCrest Wealth Management
Arizona
$640K +$387 +2 +0.1%
AWM
1571
Ariadne Wealth Management
California
$638K +$109K +561 +22%
ACM
1572
Avalon Capital Management
California
$637K +$169K +873 +37%
LI
1573
LMCG Investments
Massachusetts
$636K -$3.29K -17 -0.5%
EPAM
1574
Euro Pacific Asset Management
Puerto Rico
$634K -$39.1K -202 -6%
PAM
1575
Peak Asset Management
Colorado
$632K – – –