Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1501
Evercore Wealth Management
New York
$1.11M -$39.3K -907 -3%
EWA
1502
EverSource Wealth Advisors
Alabama
$1.11M +$35.5K +821 +3%
WQ
1503
Wealth Quarterback
New Jersey
$1.11M +$75.7K +1,748 +7%
EAM
1504
Erste Asset Management
Austria
$1.1M -$14.8M -341,803 -93%
VAG
1505
VisionPoint Advisory Group
Texas
$1.1M +$16.1K +373 +2%
MC
1506
Martin & Co
Tennessee
$1.1M -$2.38K -55 -0.2%
WAM
1507
WFA Asset Management
Wisconsin
$1.1M +$44.5K +1,029 +4%
GS
1508
GWN Securities
Florida
$1.1M -$1.07M -24,655 -50%
EA
1509
Emerald Advisors
Washington
$1.1M +$82.2K +1,898 +8%
NIM
1510
Northeast Investment Management
Massachusetts
$1.1M -$23.7K -547 -2%
MFG
1511
Mainsail Financial Group
Washington
$1.1M +$34K +786 +3%
RWMG
1512
Redwood Wealth Management Group
New Jersey
$1.1M -$177K -4,098 -14%
TWP
1513
Tempus Wealth Planning
California
$1.1M +$15.9K +367 +1%
WAG
1514
Wallace Advisory Group
California
$1.09M -$257K -5,929 -19%
SC
1515
Syon Capital
California
$1.09M +$241K +5,575 +29%
PFA
1516
Pure Financial Advisors
California
$1.09M +$6.75K +156 +0.6%
ASBI
1517
American State Bank (Iowa)
Iowa
$1.08M +$5.84K +135 +0.6%
DCM
1518
DGS Capital Management
New Jersey
$1.08M +$21.3K +491 +2%
HAM
1519
Harmony Asset Management
Arizona
$1.08M +$7.53K +174 +0.7%
ALAM
1520
Asahi Life Asset Management
Japan
$1.08M -$4.93K -114 -0.5%
BIG
1521
Brookwood Investment Group
Arizona
$1.08M -$7.01K -162 -0.7%
AC
1522
Apella Capital
Connecticut
$1.08M +$64.6K +1,493 +6%
BF
1523
bLong Financial
Tennessee
$1.07M -$47.6K -1,100 -4%
SLWA
1524
San Luis Wealth Advisors
California
$1.07M +$290K +6,690 +38%
TWA
1525
TCI Wealth Advisors
Arizona
$1.07M -$21K -485 -2%