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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1876
Janiczek Wealth Management
Colorado
$333K -$73.9K -208 -19%
I
1877
INVST
Indiana
$333K +$1.78K +5 +0.6%
HPWM
1878
High Pines Wealth Management
Massachusetts
$332K +$1.78K +5 +0.6%
WTB
1879
Washington Trust Bank
Washington
$332K – – –
B
1880
Barings
North Carolina
$328K -$316K -889 -51%
DC
1881
DeDora Capital
California
$328K -$104K -294 -26%
ACA
1882
Affinity Capital Advisors
California
$328K -$12.1K -34 -4%
PCMK
1883
Paragon Capital Management (Kansas)
Kansas
$323K – – –
WC
1884
Woodstock Corp
Massachusetts
$322K -$53.3K -150 -15%
APW
1885
Austin Private Wealth
Texas
$322K -$30.2K -85 -9%
CCM
1886
Chilton Capital Management
Texas
$321K -$1.97M -5,548 -87%
SB
1887
Sunflower Bank
Texas
$320K -$9.6K -27 -3%
KOC
1888
Koss-Olinger Consulting
Florida
$319K +$12.1K +34 +4%
RZH
1889
Relyea Zuckerberg Hanson
Connecticut
$319K +$31.6K +89 +12%
QPWM
1890
Quadrant Private Wealth Management
Pennsylvania
$318K -$3.91K -11 -1%
ACL
1891
Applied Capital LLC
Florida
$318K +$22K +62 +8%
WC
1892
Weil Company
California
$317K +$292K +822 New
SB
1893
Strategic Blueprint
Georgia
$315K -$115K -323 -28%
RIM
1894
RW Investment Management
Idaho
$315K – – –
DFA
1895
Delta Financial Advisors
Louisiana
$315K – – –
FOA
1896
Five Oceans Advisors
California
$313K +$43.4K +122 +18%
MTWM
1897
Masso Torrence Wealth Management
New Jersey
$312K – – –
SOS
1898
Silver Oak Securities
Tennessee
$312K +$1.78K +5 +0.6%
BAAM
1899
Baker Avenue Asset Management
California
$311K -$77.8K -219 -21%
GWS
1900
Glassman Wealth Services
Virginia
$311K +$13.5K +38 +5%