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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1701
Wealth Advisors
California
$429K +$449K +1,267 New
MFS
1702
Madrona Financial Services
Washington
$426K +$36.5K +103 +9%
SHGA
1703
Sand Hill Global Advisors
California
$424K -$132K -372 -22%
CRWM
1704
Castle Rock Wealth Management
California
$423K -$414K -1,169 -49%
HCP
1705
Holt Capital Partners
Texas
$423K
UCI
1706
Uncommon Cents Investing
Wisconsin
$423K
IFAM
1707
Institutional & Family Asset Management
Colorado
$423K +$2.12K +6 +0.5%
CC
1708
Cypress Capital
Tennessee
$422K +$20.9K +59 +5%
AC
1709
AlphaCore Capital
California
$422K +$458K +1,294 New
MW
1710
Marcum Wealth
Ohio
$420K +$456K +1,288 New
OWIM
1711
Old West Investment Management
California
$419K +$456K +1,289 New
PGA
1712
Portland Global Advisors
Maine
$418K -$30.1K -85 -6%
LBC
1713
Lawrence B. Cohen
$417K
AWE
1714
Avidian Wealth Enterprises
Texas
$417K +$182K +515 +67%
BMCM
1715
Bryn Mawr Capital Management
Pennsylvania
$417K +$453K +1,280 New
WQ
1716
Wealth Quarterback
New Jersey
$417K +$6.96M +19,660 New
AOWM
1717
Alpha Omega Wealth Management
Virginia
$416K -$28.3K -80 -6%
TA
1718
Trellis Advisors
Washington
$416K +$1.42K +4 +0.3%
FCM
1719
Firestone Capital Management
Florida
$416K +$452K +1,276 New
BCWM
1720
Blue Chip Wealth Management
Florida
$415K +$130K +366 +40%
GSIS
1721
Global Strategic Investment Solutions
Arizona
$414K
BCM
1722
Breiter Capital Management
Florida
$414K +$708 +2 +0.2%
SCA
1723
Sippican Capital Advisors
Massachusetts
$412K +$2.12K +6 +0.5%
LSC
1724
Lesa Sroufe & Co
Washington
$411K -$10.6K -30 -2%
HWA
1725
Heritage Wealth Advisors
Virginia
$410K +$8.5K +24 +2%