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Name Holding Trade Value Shares
Change
Change in
Stake
QWP
1076
Quotient Wealth Partners
Texas
$200K +$204K +707 New
RCM
1077
Raleigh Capital Management
North Carolina
$196K +$14.7K +51 +8%
EB
1078
Eastern Bank
Massachusetts
$190K -$26.2K -91 -12%
AT
1079
Avalon Trust
New Mexico
$181K – – –
QC
1080
Quent Capital
New York
$181K -$23.1K -80 -11%
BWL
1081
Bogart Wealth LLC
Virginia
$180K +$2.88K +10 +2%
CSB
1082
City State Bank
Iowa
$180K – – –
CT
1083
Coastline Trust
Rhode Island
$178K – – –
VCM
1084
Versant Capital Management
Arizona
$178K -$55.3K -192 -23%
BWA
1085
Basecamp Wealth Advisors
Washington
$177K -$2.02K -7 -1%
JFGIW
1086
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$177K -$5.48K -19 -3%
AIM
1087
Axiom Investment Management
New York
$174K +$87.3K +303 +97%
CA
1088
Continuum Advisory
Idaho
$170K +$173K +601 New
MB
1089
MidFirst Bank
Oklahoma
$168K -$4.32K -15 -2%
BG
1090
Bellevue Group
Switzerland
$163K -$329K -1,140 -66%
KOCAA
1091
Knights of Columbus Asset Advisors
Connecticut
$157K -$250K -867 -61%
AP
1092
Antipodes Partners
Australia
$150K +$57.1K +198 +59%
OL
1093
OneFund LLC
Florida
$150K – – –
GGI
1094
Godsey & Gibb Inc
Virginia
$150K – – –
AWM
1095
Aberdeen Wealth Management
Illinois
$145K -$265K -920 -64%
FA
1096
Fountainhead AM
New Jersey
$143K +$2.59K +9 +2%
CYG
1097
Clean Yield Group
Vermont
$141K – – –
LWCFA
1098
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$141K – – –
CH
1099
Cromwell Holdings
Wyoming
$141K +$8.07K +28 +6%
BG
1100
Bollard Group
Massachusetts
$140K -$504K -1,747 -78%