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Name Holding Trade Value Shares
Change
Change in
Stake
TAFW
2451
Tred Avon Family Wealth
Maryland
$755K +$753K +4,860 New
MWM
2452
Moulton Wealth Management
Washington
$754K +$465 +3 +0.1%
LMKC
2453
L.M. Kohn & Company
Ohio
$753K -$309K -1,992 -29%
HCP
2454
Hardin Capital Partners
South Carolina
$753K -$3.1K -20 -0.4%
HIA
2455
HTG Investment Advisors
Connecticut
$751K -$1.08K -7 -0.1%
CC
2456
Cornerstone Capital
California
$749K +$46.5K +300 +7%
JB Capital
2457
JB Capital
Connecticut
$748K +$61.5K +397 +9%
SAM
2458
Summit Asset Management
Tennessee
$746K – – –
AP
2459
Atwood & Palmer
Missouri
$746K – – –
JHP
2460
James Hambro & Partners
United Kingdom
$745K – – –
CFM
2461
Catalyst Funds Management
Australia
$745K -$2.08M -13,400 -74%
WF
2462
Whelan Financial
California
$745K +$250K +1,614 +51%
SAMT
2463
Select Asset Management & Trust
Pennsylvania
$745K +$4.03K +26 +0.5%
NWAG
2464
Net Worth Advisory Group
Utah
$744K -$291K -1,881 -28%
VC
2465
Veracity Capital
Georgia
$744K +$77K +497 +12%
FHC
2466
First Heartland Consultants
Missouri
$741K +$31K +200 +4%
HFS
2467
Howard Financial Services
Texas
$739K +$66K +426 +10%
CF
2468
Convergence Financial
Missouri
$736K +$19.5K +126 +3%
QIM
2469
Quest Investment Management
Oregon
$735K +$13.2K +85 +2%
LF
2470
LifeSteps Financial
California
$734K +$310 +2 +0%
TSW
2471
Three Seasons Wealth
Utah
$734K -$18.6K -120 -2%
CF
2472
Clarity Financial
Texas
$734K -$7.9K -51 -1%
FA
2473
Faithward Advisors
Pennsylvania
$731K +$40.4K +261 +6%
FFO
2474
Fiduciary Family Office
Florida
$730K -$6.2K -40 -0.8%
ML
2475
McAdam LLC
Pennsylvania
$730K +$90.8K +586 +14%