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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2351
Moulton Wealth Management
Washington
$711K – – –
BFPW
2352
BOK Financial Private Wealth
Colorado
$711K +$29K +192 +4%
WB
2353
West Bancorporation
Iowa
$709K – – –
LFA
2354
Landmark Financial Advisors
Kentucky
$707K +$4.54K +30 +0.6%
SHA
2355
Seneca House Advisors
Virginia
$707K – – –
GRQ
2356
Gardner Russo & Quinn
Pennsylvania
$707K +$605 +4 +0.1%
EWM
2357
Elite Wealth Management
Washington
$707K +$151K +1,000 +27%
AO
2358
Advisor OS
Illinois
$706K +$67.8K +448 +10%
SAIG
2359
Semper Augustus Investments Group
Colorado
$706K +$224K +1,478 +45%
GG
2360
Greenwood Gearhart
Arkansas
$705K +$3.78K +25 +0.5%
HWA
2361
Heartwood Wealth Advisors
Virginia
$703K -$151 -1 -0%
VC
2362
Veracity Capital
Georgia
$703K -$21.8K -144 -3%
BOM
2363
Bank of Marin
California
$703K +$151 +1 +0%
SIAG
2364
Safeguard Investment Advisory Group
California
$702K +$7.56K +50 +1%
AA
2365
Alta Advisers
United Kingdom
$701K – – –
BSG
2366
Black Swift Group
Colorado
$700K -$529K -3,500 -43%
BWA
2367
Blodgett Wealth Advisors
California
$700K +$18.9K +125 +3%
HFM
2368
Hartford Funds Management
Pennsylvania
$699K +$173K +1,146 +32%
EIA
2369
Eldridge Investment Advisors
New Hampshire
$699K -$9.23K -61 -1%
CCM
2370
Carderock Capital Management
Maryland
$697K -$2.57K -17 -0.4%
AAG
2371
Armstrong Advisory Group
Massachusetts
$697K -$89.2K -590 -11%
TWA
2372
Talisman Wealth Advisors
New Jersey
$697K -$28K -185 -4%
WPA
2373
Winning Points Advisors
Florida
$697K +$110K +726 +18%
CCIA
2374
Cherry Creek Investment Advisors
Colorado
$696K +$22.8K +151 +3%
Chilton Investment Company
2375
Chilton Investment Company
Connecticut
$695K -$600K -3,967 -46%