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Name Holding Trade Value Shares
Change
Change in
Stake
BJL
1001
Brighton Jones LLC
Washington
$375K -$32.8K -145 -8%
AAS
1002
Annex Advisory Services
Wisconsin
$375K -$29.2K -129 -7%
SW
1003
SlateStone Wealth
Florida
$375K -$3.16K -14 -0.9%
IP
1004
Isthmus Partners
Wisconsin
$375K – – –
SF
1005
SBK Financial
Virginia
$375K +$362K +1,600 New
LNWTC
1006
Laird Norton Wetherby Trust Company
Washington
$374K -$5.65K -25 -2%
BFA
1007
Beaumont Financial Advisors
Massachusetts
$374K – – –
AF
1008
Affiance Financial
Minnesota
$373K – – –
ECM
1009
Evergreen Capital Management
Washington
$373K +$17.6K +78 +5%
WB
1010
WesBanco Bank
West Virginia
$372K +$39.6K +175 +12%
SWM
1011
SeaCrest Wealth Management
New York
$371K -$46.6K -206 -12%
AWE
1012
Avidian Wealth Enterprises
Texas
$370K +$357K +1,579 New
HCMT
1013
Highland Capital Management (Tennessee)
Tennessee
$369K – – –
LOPW
1014
Live Oak Private Wealth
North Carolina
$369K – – –
FC
1015
Financial Consulate
Maryland
$367K +$39.3K +174 +13%
FWP
1016
FAS Wealth Partners
Kansas
$366K +$2.26K +10 +0.6%
QCM
1017
Quest Capital Management
Texas
$364K -$41.6K -184 -11%
DMBA
1018
Deseret Mutual Benefit Administrators
Utah
$363K – – –
S
1019
Seeyond
France
$363K – – –
PL
1020
Plancorp LLC
Missouri
$363K +$2.94K +13 +0.8%
HNW
1021
High Note Wealth
Minnesota
$362K +$226 +1 +0.1%
FAFN
1022
First Affirmative Financial Network
Colorado
$362K +$14.7K +65 +4%
SFA
1023
Sequoia Financial Advisors
Ohio
$361K +$348K +1,539 New
AL
1024
Aspiriant LLC
California
$358K +$4.52K +20 +1%
ICM
1025
IMS Capital Management
Oregon
$358K +$40.7K +180 +13%