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Name Holding Trade Value Shares
Change
Change in
Stake
FCH
701
Freestone Capital Holdings
Washington
$218K +$2.39K +11 +1%
SWM
702
Spire Wealth Management
Virginia
$216K -$290K -1,334 -57%
MPI
703
Mairs & Power Inc
Minnesota
$216K – – –
NHC
704
Nicholas Hoffman & Company
Georgia
$215K -$11.5K -53 -5%
NSAM
705
North Star Asset Management
Wisconsin
$215K – – –
PHAM
706
Palisades Hudson Asset Management
Florida
$215K +$1.09K +5 +0.5%
TFA
707
Triad Financial Advisors
North Carolina
$214K -$39.8K -183 -15%
MAC
708
Mason & Associates (California)
California
$213K – – –
PMG
709
ProVise Management Group
Florida
$213K +$220K +1,012 New
APP
710
Alpha Paradigm Partners
Illinois
$212K -$463K -2,128 -68%
AA
711
Auxano Advisors
Washington
$211K +$21.7K +100 +11%
BCM
712
Bourgeon Capital Management
Connecticut
$211K +$217K +1,000 New
MC
713
Machina Capital
France
$211K +$218K +1,001 New
WTA
714
Washington Trust Advisors
Massachusetts
$210K -$33.9K -156 -14%
IFWM
715
Institute for Wealth Management
Colorado
$209K +$4.35K +20 +2%
IC
716
Intersect Capital
California
$209K +$216K +992 New
BWM
717
Baystate Wealth Management
Massachusetts
$207K -$126K -581 -37%
CCMG
718
Clark Capital Management Group
Pennsylvania
$206K -$70K -322 -25%
MFA
719
Mayflower Financial Advisors
Massachusetts
$206K +$213K +979 New
NFP
720
Narus Financial Partners
Utah
$204K +$211K +971 New
TFCP
721
Twin Focus Capital Partners
Massachusetts
$202K -$3.48K -16 -2%
JF
722
Jump Financial
Illinois
$201K -$93.3K -429 -31%
PFS
723
Prospera Financial Services
Texas
$198K +$4.35K +20 +2%
APW
724
Acima Private Wealth
Virginia
$193K – – –
WIM
725
Westside Investment Management
California
$190K +$21.7K +100 +5%