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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
1501
Wolff Wiese Magana
California
$63K +$5.04K +17 +9%
WIM
1502
Westside Investment Management
California
$61.3K -$110K -370 -6%
VCM
1503
Versant Capital Management
Arizona
$60K -$12.5K -42 -17%
MCM
1504
Manchester Capital Management
Vermont
$60K – – –
MA
1505
Montag & Associates
Georgia
$60K – – –
PSB
1506
Piscataqua Savings Bank
New Hampshire
$60K – – –
PO
1507
Private Ocean
California
$60K +$7.42K +25 +14%
RCG
1508
Rock Creek Group
District of Columbia
$58K -$34.1K -115 -37%
PCTC
1509
Perkins Coie Trust Company
Washington
$57K – – –
RCA
1510
Ranch Capital Advisors
Florida
$56K – – –
LB
1511
Legacy Bridge
Iowa
$54K -$23.7K -80 -31%
WR
1512
WD Rutherford
Oregon
$54K – – –
UFF
1513
USA Financial Formulas
Michigan
$53K -$38.6K -130 -42%
SQA
1514
Simon Quick Advisors
New Jersey
$52K +$1.19K +4 +2%
EWA
1515
Evolution Wealth Advisors
Florida
$51K – – –
TFIPS
1516
Towarzystwo Funduszy Inwestycyjnych PZU SA
$50.7K +$23.7K +80 +89%
SB
1517
Strategic Blueprint
Georgia
$50K +$49.3K +166 New
FFC
1518
First Financial Corp
Indiana
$46K – – –
KFS
1519
Kelly Financial Services
Massachusetts
$45.4K -$4.45K -15 -9%
AP
1520
Atwood & Palmer
Missouri
$45K – – –
ST
1521
Sageworth Trust
Pennsylvania
$45K – – –
MFG
1522
Monumental Financial Group
Maryland
$45K +$44.5K +150 New
GLLW
1523
Graves Light Lenhart Wealth
Virginia
$43K -$5.34K -18 -11%
RIA
1524
RPG Investment Advisory
California
$42K – – –
TFO
1525
Tarbox Family Office
California
$42K – – –