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Name Holding Trade Value Shares
Change
Change in
Stake
GI
1626
Gradient Investments
Minnesota
$219K -$780K -3,177 -77%
HL
1627
HeadInvest LLC
Maine
$219K -$41.5K -169 -15%
PWP
1628
Personal Wealth Partners
Minnesota
$219K – – –
GWM
1629
Gitterman Wealth Management
New Jersey
$219K +$237K +964 New
KCP
1630
KDI Capital Partners
North Carolina
$219K +$237K +965 New
APWM
1631
Atlas Private Wealth Management
New York
$218K – – –
CCA
1632
Conservest Capital Advisors
Pennsylvania
$217K -$6.14K -25 -3%
GWM
1633
Greenhouse Wealth Management
Connecticut
$217K – – –
WLIM
1634
White Lighthouse Investment Management
Massachusetts
$216K – – –
AssetMark Inc
1635
AssetMark Inc
California
$216K +$40.8K +166 +21%
MSE
1636
MUFG Securities EMEA
United Kingdom
$215K +$233K +949 New
SAM
1637
Stansberry Asset Management
Texas
$214K +$232K +946 New
FMW
1638
Farr Miller & Washington
District of Columbia
$212K -$26.5K -108 -10%
RG
1639
Rikoon Group
New Mexico
$212K +$2.46K +10 +1%
3F
1640
360 Financial
Minnesota
$211K – – –
PCM
1641
Poehling Capital Management
Wisconsin
$211K +$228K +930 New
BOS
1642
Bingham Osborn & Scarborough
California
$211K +$229K +932 New
SIG
1643
Sargent Investment Group
Maryland
$210K – – –
BCA
1644
Berman Capital Advisors
Georgia
$209K -$1.97K -8 -0.9%
GSC
1645
Ground Swell Capital
South Carolina
$209K +$227K +923 New
CCFM
1646
Clear Creek Financial Management
Washington
$208K -$318K -1,293 -59%
ACA
1647
Aptus Capital Advisors
Alabama
$208K -$49.1K -200 -18%
WAAG
1648
Wealth Alliance Advisory Group
Kansas
$208K -$23.6K -96 -9%
QCIG
1649
Quad-Cities Investment Group
Iowa
$207K -$399K -1,626 -64%
AWM
1650
Accel Wealth Management
Iowa
$207K – – –