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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
901
Dimension Capital Management
Florida
$652K – – –
AC
902
Avestar Capital
New York
$646K +$18.8K +21 +3%
AMCA
903
Arthur M. Cohen & Associates
Illinois
$646K – – –
FA
904
FDx Advisors
Illinois
$642K -$23.2K -26 -3%
SC
905
Solstein Capital
California
$642K – – –
FHB
906
First Hawaiian Bank
Hawaii
$637K -$1.11M -1,244 -62%
SI
907
Seeds Investor
New York
$637K +$128K +143 +23%
PA
908
Procyon Advisors
Connecticut
$636K +$105K +118 +18%
CA
909
Continuum Advisory
Idaho
$635K -$91.2K -102 -10%
ADL
910
Asset Dedication LLC
California
$631K +$23.2K +26 +4%
KWM
911
Kolinsky Wealth Management
New Jersey
$631K -$17K -19 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
912
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$631K +$677K +757 New
VAF
913
Values Added Financial
District of Columbia
$629K – – –
LIM
914
Letson Investment Management
Georgia
$625K – – –
GSEP
915
Golden State Equity Partners
California
$623K +$51.9K +58 +8%
WPW
916
Warther Private Wealth
Ohio
$622K – – –
1WM
917
1900 Wealth Management
Texas
$622K +$1.79K +2 +0.3%
USCWA
918
U.S. Capital Wealth Advisors
Texas
$622K -$147K -164 -18%
NF
919
Nvest Financial
New Hampshire
$620K +$297K +332 +80%
KHCM
920
Kirtland Hills Capital Management
Ohio
$619K +$245K +274 +58%
SC
921
Savant Capital
Illinois
$618K +$222K +248 +50%
TW
922
Traveka Wealth
California
$617K -$2.68K -3 -0.4%
SAM
923
Smartleaf Asset Management
Massachusetts
$614K +$274K +307 +73%
RSWM
924
Robertson Stephens Wealth Management
California
$610K +$410K +459 +168%
HSA
925
HBK Sorce Advisory
Pennsylvania
$607K -$121K -135 -16%