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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1726
BigSur Wealth Management
Florida
$209K -$44.9K -43 -18%
SWM
1727
Stronghold Wealth Management
Florida
$209K +$203K +195 New
CAAS
1728
Capital Asset Advisory Services
Michigan
$209K +$175K +168 New
TAM
1729
Townsend Asset Management
North Carolina
$208K +$202K +194 New
CAM
1730
Clark Asset Management
New Hampshire
$206K +$201K +193 New
DCM
1731
Donaldson Capital Management
Indiana
$206K +$201K +193 New
NCMW
1732
Northern Capital Management (Washington)
Washington
$205K +$200K +192 New
AA
1733
Addison Advisors
Vermont
$204K +$4.17K +4 +2%
IA
1734
Intellus Advisors
Florida
$204K -$20.9K -20 -9%
AA
1735
Advisory Alpha
Michigan
$203K +$198K +190 New
BW
1736
Blalock Williams
Alabama
$203K +$198K +190 New
BIM
1737
Bridges Investment Management
Nebraska
$203K +$198K +190 New
PVI
1738
Pura Vida Investments
New York
$203K +$198K +190 New
Winslow Capital Management
1739
Winslow Capital Management
Minnesota
$203K +$198K +190 New
CFG
1740
Carter Financial Group
Illinois
$202K +$197K +189 New
IGGA
1741
Iron Gate Global Advisors
Utah
$202K +$197K +189 New
IIA
1742
ICW Investment Advisors
Arizona
$202K +$197K +189 New
WCFA
1743
Walkner Condon Financial Advisors
Wisconsin
$201K +$196K +188 New
IIC
1744
Integrated Investment Consultants
Michigan
$201K -$78.2K -75 -29%
CC
1745
Centiva Capital
New York
$199K -$1.59M -1,526 -89%
WA
1746
WPG Advisers
Maryland
$195K +$13.6K +13 +8%
SL
1747
Salomon & Ludwin
Virginia
$193K +$22.9K +22 +16%
GIA
1748
GHP Investment Advisors
Colorado
$190K – – –
AT
1749
Avalon Trust
New Mexico
$188K +$50.1K +48 +38%
EDRH
1750
Edmond de Rothschild Holding
Switzerland
$188K +$13.6K +13 +8%