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Name Holding Trade Value Shares
Change
Change in
Stake
QVT
1776
Quantitative Value Technologies
Kansas
$360K +$12.8K +52 +4%
TC
1777
Trilogy Capital
California
$360K +$363K +1,474 New
EIP
1778
Ellis Investment Partners
Pennsylvania
$358K -$189K -767 -34%
WLIM
1779
White Lighthouse Investment Management
Massachusetts
$358K -$7.38K -30 -2%
HHGA
1780
Halbert Hargrove Global Advisors
California
$358K +$77.2K +314 +27%
HPWM
1781
Highland Private Wealth Management
Washington
$357K +$10.3K +42 +3%
CWM
1782
Cornerstone Wealth Management
Missouri
$357K +$361K +1,467 New
GG
1783
GenWealth Group
New Jersey
$356K – – –
PIA
1784
Perennial Investment Advisors
California
$356K +$738 +3 +0.2%
NFG
1785
Nadler Financial Group
Illinois
$356K +$1.23K +5 +0.3%
MNBTD
1786
Moody National Bank Trust Division
Texas
$355K +$4.92K +20 +1%
DWM
1787
Destination Wealth Management
California
$355K +$23.6K +96 +7%
ACM
1788
Aljian Capital Management
Nevada
$351K -$49.2K -200 -12%
PCMM
1789
Piedmont Capital Management (Montana)
Montana
$351K +$351K +1,428 New
JGGDR
1790
JGP Global Gestao de Recursos
Brazil
$348K +$984 +4 +0.3%
KPWG
1791
KFA Private Wealth Group
Virginia
$345K -$15.7K -64 -4%
CA
1792
Calton & Associates
Florida
$344K -$36.9K -150 -10%
VC
1793
Veracity Capital
Georgia
$342K -$15.7K -64 -4%
SFS
1794
Summit Financial Strategies
Ohio
$341K – – –
PL
1795
Parthenon LLC
Kentucky
$341K +$55.1K +224 +19%
STA
1796
Summit Trail Advisors
New York
$340K +$23.6K +96 +7%
IAP
1797
Indie Asset Partners
Indiana
$339K -$56.6K -230 -14%
PWM
1798
Prentice Wealth Management
New York
$339K +$80.4K +327 +31%
FFG
1799
Frisch Financial Group
New York
$337K +$59K +240 +21%
KWM
1800
Keebeck Wealth Management
Illinois
$336K – – –