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Name Holding Trade Value Shares
Change
Change in
Stake
MC
1701
Matisse Capital
Oregon
$567K – – –
HIS
1702
Horizon Investment Services
Indiana
$565K -$4.78K -3 -1%
CCC
1703
Chesapeake Capital Corp
Florida
$565K +$131K +82 +41%
WCFA
1704
Walkner Condon Financial Advisors
Wisconsin
$563K +$82.8K +52 +23%
PWP
1705
Phillips Wealth Planners
Mississippi
$563K – – –
PUI
1706
Purpose Unlimited Inc
$561K -$3.18K -2 -0.7%
BSB
1707
Bangor Savings Bank
Maine
$559K +$31.8K +20 +8%
APA
1708
Astoria Portfolio Advisors
New York
$556K +$180K +113 +68%
GPWM
1709
Grant Private Wealth Management
California
$555K +$74.8K +47 +20%
EWP
1710
Equity Wealth Partners
Missouri
$554K +$3.18K +2 +0.7%
GCM
1711
Gallacher Capital Management
Colorado
$554K -$536K -337 -55%
ISWM
1712
Independent Solutions Wealth Management
New York
$551K – – –
KIA
1713
KCM Investment Advisors
California
$551K +$31.8K +20 +8%
ALA
1714
Atlas Legacy Advisors
California
$551K +$161K +101 +54%
GDP
1715
Great Diamond Partners
Maine
$549K -$78K -49 -15%
UW
1716
Unique Wealth
Florida
$549K +$439K +276 New
VPW
1717
Vaquero Private Wealth
Texas
$549K +$439K +276 New
MUMSS
1718
Mitsubishi UFJ Morgan Stanley Securities
Japan
$547K -$255K -160 -37%
FFA
1719
Fortune Financial Advisors
Kansas
$547K -$12.7K -8 -3%
LWA
1720
Ledgewood Wealth Advisors
New Hampshire
$547K – – –
EFG
1721
Ethos Financial Group
Pennsylvania
$545K +$7.96K +5 +1%
SAM
1722
Secure Asset Management
Michigan
$543K -$328K -206 -43%
FFN
1723
Focus Financial Network
Minnesota
$543K +$17.5K +11 +4%
SIMG
1724
Stephens Investment Management Group
Texas
$543K +$22.3K +14 +5%
FFA
1725
Fragasso Financial Advisors
Pennsylvania
$543K +$27.1K +17 +7%