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Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
876
Blue Rock Wealth Management
North Carolina
$239K +$258K +24,150 New
JWM
877
Jacksonville Wealth Management
Florida
$239K +$257K +24,108 New
LIA
878
LS Investment Advisors
Michigan
$238K -$50.1K -4,700 -16%
GC
879
Garde Capital
Washington
$238K
VCM
880
Virtue Capital Management
Tennessee
$238K +$2.39K +224 +0.9%
LNWTC
881
Laird Norton Wetherby Trust Company
Washington
$238K -$171K -16,000 -40%
AAP
882
Arax Advisory Partners
Colorado
$237K +$206K +19,272 +412%
B
883
Bensler
Washington
$237K -$23.2K -2,177 -8%
MWM
884
Modern Wealth Management
Kansas
$237K -$15.9K -1,491 -6%
WIC
885
Woodmont Investment Counsel
Tennessee
$237K +$13.3K +1,250 +6%
PWM
886
Purus Wealth Management
California
$235K -$32.7K -3,070 -11%
WIM
887
WealthPlan Investment Management
Nebraska
$235K -$111K -10,365 -30%
TCWA
888
Turtle Creek Wealth Advisors
Texas
$234K +$21.4K +2,007 +9%
BMC
889
Beaton Management Company
Massachusetts
$233K
YP
890
YANKCOM Partnership
South Dakota
$233K +$251K +23,520 New
CLOS
891
Compagnie Lombard Odier SCmA
Switzerland
$233K +$37.3K +3,500 +18%
BWA
892
Beam Wealth Advisors
Louisiana
$231K +$249K +23,334 New
IA
893
IFG Advisory
Georgia
$230K +$248K +23,214 New
RIA
894
Realta Investment Advisors
Delaware
$227K +$245K +23,020 New
LA
895
LexAurum Advisors
Kansas
$227K -$41.6K -3,897 -15%
MLFP
896
MPS Loria Financial Planners
Illinois
$227K +$3.75K +352 +2%
BP
897
Ballentine Partners
Massachusetts
$226K +$66.7K +6,259 +38%
NW
898
NewEdge Wealth
Pennsylvania
$225K -$74.4K -6,973 -24%
OWIM
899
Old West Investment Management
California
$224K
ATC
900
Argent Trust Co
Tennessee
$224K +$11.7K +1,100 +5%