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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1526
Rockline Wealth Management
New York
$363K -$329K -500 -50%
AA
1527
Alta Advisers
United Kingdom
$363K – – –
PSP
1528
Principal Street Partners
Tennessee
$363K – – –
AMG
1529
Advisors Management Group
Wisconsin
$362K – – –
RMF
1530
Red Mountain Financial
Colorado
$362K -$18.4K -28 -5%
ATIA
1531
American Trust Investment Advisors
New Hampshire
$360K – – –
5NPW
1532
55 North Private Wealth
Florida
$360K +$61.3K +93 +23%
BFG
1533
Beto Financial Group
Idaho
$360K +$659 +1 +0.2%
FSA
1534
Financial Security Advisor
Virginia
$360K +$659 +1 +0.2%
PJWM
1535
Philip James Wealth Mangement
Georgia
$359K – – –
WWC
1536
Waypoint Wealth Counsel
Georgia
$358K -$124K -188 -27%
QWP
1537
Quotient Wealth Partners
Texas
$358K – – –
OWA
1538
One Wealth Advisors
California
$357K +$5.27K +8 +2%
ABWM
1539
Alpine Bank Wealth Management
Colorado
$357K – – –
EWM
1540
Edge Wealth Management
New York
$357K – – –
NEPPG
1541
New England Professional Planning Group
Rhode Island
$357K – – –
OL
1542
one8zero8 LLC
North Carolina
$357K – – –
SC
1543
Shearwater Capital
Colorado
$357K – – –
BNA
1544
BankChampaign National Association
Illinois
$357K +$329K +500 New
MI
1545
Markowski Investments
Florida
$356K +$329K +499 New
FDCP
1546
Foster Dykema Cabot & Partners
Massachusetts
$355K – – –
OIMU
1547
Osmosis Investment Management UK
United Kingdom
$355K +$328K +498 New
JCM
1548
J2 Capital Management
Michigan
$354K -$34.9K -53 -10%
MHR
1549
Matthew Hamilton Rosenberg
$353K +$29K +44 +10%
SWM
1550
Stockman Wealth Management
Montana
$351K +$8.56K +13 +3%