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Name Holding Trade Value Shares
Change
Change in
Stake
PP
1551
Pacifica Partners
Canada
$203K – – –
BWM
1552
BlackDiamond Wealth Management
New York
$203K +$1.23K +8 +0.6%
SCM
1553
Schnieders Capital Management
California
$203K +$7.67K +50 +3%
GCA
1554
Gradient Capital Advisors
California
$203K +$257K +1,674 New
MCA
1555
MSH Capital Advisors
Arizona
$203K -$15.3K -100 -6%
BWM
1556
Benchmark Wealth Management
Connecticut
$202K – – –
YWP
1557
YorkBridge Wealth Partners
New York
$202K – – –
CCA
1558
Childress Capital Advisors
Texas
$202K +$30.2K +197 +13%
CWP
1559
Capital Wealth Planning
Florida
$201K +$20.7K +135 +9%
APWM
1560
Atlas Private Wealth Management
New York
$201K +$22.1K +144 +10%
SIM
1561
Seaview Investment Managers
Florida
$201K +$255K +1,665 New
ST
1562
Smithfield Trust
Pennsylvania
$200K -$30.7K -200 -11%
PAM
1563
Premier Asset Management
Illinois
$200K +$254K +1,655 New
JSW
1564
Journey Strategic Wealth
New Jersey
$199K +$253K +1,652 New
PCTC
1565
Perkins Coie Trust Company
Washington
$198K – – –
Q
1566
QVR
California
$195K +$246K +1,607 New
SIC
1567
SJS Investment Consulting
Ohio
$195K +$247K +1,612 New
EWM
1568
Endurance Wealth Management
Rhode Island
$194K +$212K +1,381 +619%
KA
1569
Kozak & Associates
Colorado
$193K -$44.5K -290 -16%
CA
1570
Crewe Advisors
Utah
$192K +$103K +672 +73%
BWM
1571
BerganKDV Wealth Management
Minnesota
$191K -$7.51K -49 -3%
MCC
1572
Money Concepts Capital
Florida
$191K +$2.91K +19 +1%
AC
1573
Avestar Capital
New York
$191K +$48.9K +319 +25%
MCM
1574
MV Capital Management
Maryland
$190K +$8.44K +55 +4%
Bank Julius Baer & Co
1575
Bank Julius Baer & Co
Switzerland
$186K +$30.4K +198 +15%