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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
801
Baldwin Wealth Partners
Massachusetts
$230K
GIM
802
Groesbeck Investment Management
New Jersey
$228K
LOAMS
803
Lombard Odier Asset Management (Switzerland)
Switzerland
$228K
BJL
804
Brighton Jones LLC
Washington
$227K +$1.73K +13 +0.8%
CF
805
Copperwynd Financial
Arizona
$227K +$225K +1,693 New
SWA
806
Sutton Wealth Advisors
Florida
$226K
HCM
807
Hengehold Capital Management
Ohio
$225K -$26.6K -200 -11%
Nuveen Fund Advisors
808
Nuveen Fund Advisors
Illinois
$223K -$12.2K -92 -5%
CTC
809
Central Trust Company
Missouri
$220K
PAM
810
Peak Asset Management
Colorado
$219K -$12K -90 -5%
H
811
HoyleCohen
California
$219K +$217K +1,632 New
PV
812
Private Vista
Illinois
$215K -$17.6K -132 -8%
FMLI
813
Fukoku Mutual Life Insurance
Japan
$215K
MCM
814
MAI Capital Management
Ohio
$215K
GFPC
815
Global Financial Private Capital
Florida
$211K +$209K +1,574 New
RA
816
Rational Advisors
New York
$209K
CAW
817
Cornerstone Advisors (Washington)
Washington
$208K
CWA
818
Clarus Wealth Advisors
Arizona
$207K +$205K +1,541 New
AZA
819
Arthur Zaske & Associates
Michigan
$207K +$205K +1,544 New
CCP
820
Corient Capital Partners
California
$206K -$3.33K -25 -2%
HSA
821
HBK Sorce Advisory
Pennsylvania
$205K +$203K +1,528 New
CCA
822
Conestoga Capital Advisors
Pennsylvania
$205K +$204K +1,530 New
PL
823
Perpetual Ltd
Australia
$203K
CCA
824
Cobblestone Capital Advisors
New York
$203K +$201K +1,510 New
CCC
825
Chelsea Counsel Company
California
$201K +$200K +1,500 New