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Name Holding Trade Value Shares
Change 		Change in
Stake
BOJHT
2126
Bank of Jackson Hole Trust
Wyoming
$523K +$86.1K +829 +24%
HP
2127
Haven Private
Florida
$522K +$62K +597 +17%
WCM
2128
Whitener Capital Management
North Carolina
$521K -$10.1K -97 -2%
WI
2129
Westbourne Investments
Virginia
$521K +$436K +4,200 New
LAS
2130
Legacy Advisory Services
Pennsylvania
$520K -$935 -9 -0.2%
SCM
2131
Spreng Capital Management
Ohio
$519K – – –
HNB
2132
Hilltop National Bank
Wyoming
$519K +$435K +4,185 New
W
2133
Wealthquest
Ohio
$519K +$18.6K +179 +4%
CFA
2134
CWS Financial Advisors
Michigan
$518K – – –
AFO
2135
Arrowroot Family Office
California
$518K +$434K +4,177 New
RAM
2136
Readystate Asset Management
Illinois
$518K -$1.29M -12,368 -75%
AAA
2137
American Alpha Advisors
New York
$517K +$433K +4,170 New
VCM
2138
Virtue Capital Management
Tennessee
$516K -$430K -4,134 -50%
BFP
2139
Briaud Financial Planning
Texas
$516K – – –
CAS
2140
CTC Alternative Strategies
Illinois
$516K +$432K +4,160 New
AA
2141
Acorns Advisers
California
$515K +$20.2K +194 +5%
ACH
2142
ArrowMark Colorado Holdings
Colorado
$515K +$41.6K +400 +11%
CIG
2143
Consolidated Investment Group
Colorado
$515K – – –
WCWM
2144
Willow Creek Wealth Management
California
$514K +$111K +1,067 +35%
OWA
2145
One Wealth Advisors
California
$513K +$83.6K +805 +24%
NRC
2146
New Republic Capital
North Carolina
$509K +$186K +1,789 +78%
KMWM
2147
Keudell/Morrison Wealth Management
Oregon
$508K +$43.1K +415 +11%
FSA
2148
Financial Security Advisor
Virginia
$505K -$4.88K -47 -1%
FFG
2149
Fiduciary Financial Group
California
$504K +$5.2K +50 +1%
VCM
2150
Viewpoint Capital Management
Washington
$504K – – –
84 85
86
87 88