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Name Holding Trade Value Shares
Change
Change in
Stake
DWT
1626
Dorsey & Whitney Trust
South Dakota
$229K +$224K +1,008 New
BMCM
1627
Bryn Mawr Capital Management
Pennsylvania
$228K
GI
1628
Gradient Investments
Minnesota
$228K +$9.11K +41 +4%
CANY
1629
Caxton Associates (New York)
New York
$227K
CCM
1630
Cribstone Capital Management
Maine
$227K
LCP
1631
Legacy Capital Partners
Wisconsin
$227K
HL
1632
HeadInvest LLC
Maine
$227K +$8.44K +38 +4%
GIA
1633
Granite Investment Advisors
New Hampshire
$226K -$22.2K -100 -9%
BWP
1634
BSW Wealth Partners
Colorado
$225K -$222K -998 -50%
CCA
1635
Conservest Capital Advisors
Pennsylvania
$224K +$6.44K +29 +3%
DFG
1636
Demars Financial Group
Washington
$224K +$219K +986 New
SMA
1637
Sage Mountain Advisors
Georgia
$223K -$7.11K -32 -3%
FC
1638
Forte Capital
New York
$223K +$218K +983 New
WDL
1639
Well Done LLC
Michigan
$222K
FCM
1640
Firestone Capital Management
Florida
$222K +$190K +857 +691%
CRC
1641
Curi RMB Capital
Illinois
$221K -$65.3K -294 -23%
RWA
1642
RGT Wealth Advisors
Texas
$221K
GG
1643
Gleason Group
Kentucky
$221K +$200K +900 +1,216%
KCP
1644
KDI Capital Partners
North Carolina
$219K
PWP
1645
Personal Wealth Partners
Minnesota
$219K
OWA
1646
Opal Wealth Advisors
New York
$219K +$215K +967 New
SEP
1647
Southland Equity Partners
Missouri
$218K -$7.11K -32 -3%
OPERF
1648
Oregon Public Employees Retirement Fund
Oregon
$218K -$3.04M -13,700 -93%
WA
1649
Wealth Advisors
California
$218K -$106K -475 -30%
APWM
1650
Atlas Private Wealth Management
New York
$218K