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Name Holding Trade Value Shares
Change
Change in
Stake
PAWC
1826
P.A.W. Capital
Connecticut
$710K
PIM
1827
Perpetual Investment Management
Australia
$710K
HC
1828
Henshaw Capital
Massachusetts
$707K -$69.5K -561 -9%
CPO
1829
Cerity Partners OCIO
New York
$706K +$20K +161 +3%
CT
1830
Columbia Trust
Oregon
$705K +$32.7K +264 +5%
WPP
1831
Whalerock Point Partners
Rhode Island
$705K
OIS
1832
Okabena Investment Services
Minnesota
$704K
WAM
1833
Westport Asset Management
Connecticut
$704K
T
1834
TCWP
Ohio
$704K +$15.4K +124 +2%
MIAS
1835
Mason Investment Advisory Services
Virginia
$703K
NVIM
1836
New Vernon Investment Management
Illinois
$700K
TSW
1837
Thompson Siegel & Walmsley
Virginia
$700K
PWM
1838
Purus Wealth Management
California
$698K -$30.5K -246 -4%
TYCC
1839
Texas Yale Capital Corp
Florida
$696K
CF
1840
Copperwynd Financial
Arizona
$694K -$54.4K -439 -7%
MAG
1841
MRA Advisory Group
New Jersey
$691K -$2.48K -20 -0.3%
ECM
1842
EagleClaw Capital Management
Massachusetts
$691K
AIA
1843
Alera Investment Advisors
Illinois
$688K +$367K +2,961 +104%
SAM
1844
SignalPoint Asset Management
Missouri
$687K
CAAS
1845
Capital Asset Advisory Services
Michigan
$687K +$6.57K +53 +0.9%
FC
1846
Financial Council
Maryland
$685K +$141K +1,134 +24%
EWM
1847
Evermay Wealth Management
Virginia
$684K +$244K +1,971 +52%
FNT
1848
First Nebraska Trust
Nebraska
$683K
FG
1849
Foster Group
Iowa
$682K -$1.49K -12 -0.2%
SAI
1850
Systematic Alpha Investments
New Jersey
$681K