Name Holding Trade Value Shares
Change
Change in
Stake
BW
776
Bison Wealth
Georgia
$213K +$200K +744 New
TWM
777
Tradition Wealth Management
Minnesota
$212K – – –
CT
778
Columbia Trust
Oregon
$212K +$199K +742 New
TPWA
779
TRUE Private Wealth Advisors
Oregon
$210K +$197K +735 New
APW
780
Austin Private Wealth
Texas
$207K +$195K +726 New
MG
781
Mather Group
Illinois
$206K -$51K -190 -21%
JF
782
Jump Financial
Illinois
$206K -$44.6K -166 -19%
MCWS
783
McKinley Carter Wealth Services
West Virginia
$206K +$193K +720 New
WCAMG
784
Woodard & Company Asset Management Group
North Carolina
$206K +$193K +720 New
SW
785
SteelPeak Wealth
California
$206K +$194K +721 New
KP
786
Keel Point
Alabama
$206K +$194K +722 New
CC
787
Courier Capital
New York
$204K -$205K -762 -52%
CFA
788
Carroll Financial Associates
North Carolina
$204K -$38.7K -144 -17%
PCA
789
Personal Capital Advisors
California
$201K +$189K +705 New
DWA
790
Dougherty Wealth Advisers
Minnesota
$188K – – –
ST
791
Smithfield Trust
Pennsylvania
$176K – – –
MCM
792
Manchester Capital Management
Vermont
$175K -$9.67K -36 -6%
GWMIA
793
Global Wealth Management Investment Advisory
Florida
$173K – – –
TWA
794
TCI Wealth Advisors
Arizona
$166K -$1.61K -6 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
795
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$164K +$34.4K +128 +29%
DMBA
796
Deseret Mutual Benefit Administrators
Utah
$156K +$18K +67 +14%
CWA
797
Carolina Wealth Advisors
South Carolina
$152K – – –
MAM
798
Magellan Asset Management
Australia
$152K – – –
EI
799
Ellevest Inc
New York
$151K -$1.88K -7 -1%
TAIM
800
TD Ameritrade Investment Management
Nebraska
$150K -$162K -603 -45%