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Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
776
GC Wealth Management RIA
Massachusetts
$1M +$103K +115 +11%
OHIS
777
Oak Harvest Investment Services
Texas
$1,000K -$1.57M -1,751 -59%
RPC
778
Rossmore Private Capital
Connecticut
$1,000K +$37.5K +42 +4%
PWM
779
Perigon Wealth Management
California
$999K +$120K +134 +13%
HCM
780
Helios Capital Management
Singapore
$996K – – –
ARG
781
Advisory Resource Group
Oklahoma
$992K +$190K +212 +22%
HNB
782
Huntington National Bank
Ohio
$989K +$157K +176 +17%
FCP
783
Fidelis Capital Partners
Florida
$989K -$448K -501 -26%
SA
784
SpiderRock Advisors
Delaware
$979K +$502K +562 +92%
BFS
785
Bard Financial Services
Connecticut
$979K -$71.5K -80 -6%
GM
786
GeoWealth Management
Illinois
$973K -$11.6K -13 -1%
MC
787
Moors & Cabot
Massachusetts
$971K +$41.1K +46 +4%
HTHT
788
Hemenway Trust Hemenway Trust
New Hampshire
$969K +$29.5K +33 +3%
CGL
789
Clarius Group LLC
Washington
$968K -$78.7K -88 -7%
BCM
790
BTC Capital Management
Iowa
$966K +$135K +151 +15%
SWM
791
Shelton Wealth Management
Texas
$964K +$208K +233 +25%
BONH
792
Bank of New Hampshire
New Hampshire
$962K +$65.3K +73 +7%
VSQM
793
V-Square Quantitative Management
Illinois
$957K – – –
FAFN
794
First Affirmative Financial Network
Colorado
$956K +$190K +212 +23%
KP
795
Keel Point
Alabama
$948K -$50.1K -56 -5%
MIM
796
Martin Investment Management
Florida
$948K -$4.47K -5 -0.4%
BONST
797
Bank of Nova Scotia Trust
Ontario, Canada
$948K – – –
AIA
798
Angeles Investment Advisors
California
$944K -$70.6K -79 -7%
LFS
799
Legacy Financial Strategies
Kansas
$938K +$31.3K +35 +3%
DL
800
DOHJ LLC
Washington
$938K +$626K +700 +164%