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Name Holding Trade Value Shares
Change
Change in
Stake
STA
801
Summit Trail Advisors
New York
$225K +$225K +283 New
WGCA
802
Wolf Group Capital Advisors
Virginia
$222K +$222K +279 New
BBHC
803
Brown Brothers Harriman & Co
New York
$221K -$39.7K -50 -15%
NHC
804
Nicholas Hoffman & Company
Georgia
$221K +$221K +278 New
ACM
805
Advisors Capital Management
New Jersey
$220K +$219K +276 New
GW
806
GW & Wade
Massachusetts
$218K – – –
AWA
807
Amplius Wealth Advisors
Pennsylvania
$218K +$218K +275 New
APG
808
Abacus Planning Group
South Carolina
$217K +$216K +272 New
WWM
809
Western Wealth Management
Colorado
$215K +$210K +264 New
GWSG
810
GPS Wealth Strategies Group
Colorado
$214K – – –
CIA
811
Capital Investment Advisors
Georgia
$214K +$214K +269 New
ISL
812
Ingalls & Snyder LLC
New York
$214K +$214K +269 New
BCM
813
Brookstone Capital Management
Illinois
$214K +$225K +283 New
KWA
814
KCS Wealth Advisory
California
$213K – – –
LNB
815
Ledyard National Bank
$211K +$211K +265 New
ARG
816
Advisory Resource Group
Oklahoma
$211K +$248K +312 New
QP
817
Quilter Plc
United Kingdom
$209K -$163K -205 -47%
AAP
818
Arax Advisory Partners
Colorado
$209K -$50K -63 -19%
TFF
819
The Family Firm
Maryland
$209K – – –
GSC
820
Ground Swell Capital
South Carolina
$207K +$207K +260 New
DWM
821
Drive Wealth Management
Utah
$205K +$204K +257 New
BJL
822
Brighton Jones LLC
Washington
$204K +$203K +256 New
P
823
Palladiem
Pennsylvania
$203K +$203K +255 New
HWM
824
HB Wealth Management
Georgia
$202K +$202K +254 New
SWM
825
SeaCrest Wealth Management
New York
$202K +$202K +254 New