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Name Holding Trade Value Shares
Change
Change in
Stake
PP
2926
Patron Partners
Texas
$222K +$176K +1,224 New
SL
2927
Savior LLC
Massachusetts
$221K
ARMC
2928
American Research & Management Company
Massachusetts
$221K +$92.4K +644 +112%
HC
2929
Henshaw Capital
Massachusetts
$220K +$175K +1,217 New
HWM
2930
HighMark Wealth Management
Minnesota
$219K -$861 -6 -0.5%
MWP
2931
Meridian Wealth Partners
Pennsylvania
$219K +$1.87K +13 +1%
JWM
2932
Jackson Wealth Management
Florida
$219K +$174K +1,209 New
4WM
2933
44 Wealth Management
Oregon
$219K +$174K +1,211 New
SAM
2934
Shikiar Asset Management
New York
$218K -$78.9K -550 -31%
CWA
2935
Clearview Wealth Advisors
Oregon
$218K +$173K +1,202 New
FSA
2936
Financial Sense Advisors
California
$218K +$173K +1,203 New
NCM
2937
New Capital Management
Texas
$217K +$29.6K +206 +21%
CIP
2938
Capital Insight Partners
Arizona
$217K +$172K +1,200 New
UIA
2939
UBP Investment Advisors
Switzerland
$217K +$172K +1,200 New
VFP
2940
Verus Financial Partners
Virginia
$216K -$1.46M -10,205 -90%
BAM
2941
Banta Asset Management
California
$215K +$170K +1,185 New
WCFA
2942
Walkner Condon Financial Advisors
Wisconsin
$215K +$170K +1,186 New
AC
2943
Alley Company
Illinois
$214K +$170K +1,181 New
CAM
2944
Concorde Asset Management
Michigan
$214K +$170K +1,182 New
SWAG
2945
Spectrum Wealth Advisory Group
California
$213K -$166K -1,155 -50%
CHP
2946
Cable Hill Partners
Oregon
$213K -$89.6K -624 -35%
BP
2947
BCK Partners
New York
$213K +$169K +1,177 New
NIMI
2948
Natixis Investment Managers International
France
$213K +$169K +1,180 New
CP
2949
Camelot Portfolios
Ohio
$211K +$167K +1,165 New
BWM
2950
Brickley Wealth Management
California
$210K +$166K +1,159 New