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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
3351
BTR Capital Management
California
$644K -$60.1K -480 -7%
PC
3352
Port Capital
Illinois
$642K -$90.1K -720 -11%
PDM
3353
Penn Davis McFarland
Texas
$642K -$20K -160 -3%
PCTC
3354
Perkins Coie Trust Company
Washington
$642K -$2.5K -20 -0.3%
AWC
3355
Adamsbrown Wealth Consultants
Kansas
$641K +$204K +1,633 +37%
AGA
3356
Arkos Global Advisors
Texas
$641K +$333K +2,660 +79%
KM
3357
Kalos Management
Georgia
$640K -$185K -1,480 -21%
CPP
3358
Capasso Planning Partners
South Carolina
$640K +$72.8K +582 +11%
TF
3359
Theory Financial
Colorado
$640K +$135K +1,080 +24%
WAL
3360
W Advisors LLC
Tennessee
$639K +$15K +120 +2%
MUAMU
3361
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$637K -$3.25M -26,000 -81%
CI
3362
CAZ Investments
Texas
$637K
PL
3363
Polianta Ltd
Jersey
$637K +$751K +6,000 New
CBT
3364
CoreFirst Bank & Trust
Kansas
$635K +$25K +200 +3%
DACG
3365
Donor Advised Charitable Giving
California
$633K -$155K -1,240 -17%
MCM
3366
MV Capital Management
Maryland
$632K +$154K +1,230 +26%
MHR
3367
Matthew Hamilton Rosenberg
$629K +$3.63K +29 +0.5%
AIM
3368
AMI Investment Management
Indiana
$628K -$53.8K -430 -7%
CWM
3369
CCG Wealth Management
California
$628K +$14K +112 +2%
OPTFSNA
3370
Old Point Trust & Financial Services N A
Virginia
$627K +$738K +5,900 New
PBC
3371
Pavion Blue Capital
California
$625K +$1.25K +10 +0.2%
HI
3372
HBK Investments
Texas
$624K +$735K +5,871 New
SHWM
3373
Smith & Howard Wealth Management
Georgia
$622K +$335K +2,677 +84%
OPPS
3374
Obsidian Personal Planning Solutions
Maryland
$622K +$733K +5,860 New
AWA
3375
Aletheian Wealth Advisors
Washington
$621K +$103K +826 +16%