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Name Holding Trade Value Shares
Change
Change in
Stake
GCA
2301
Gradient Capital Advisors
California
$749K +$12.2K +38 +2%
ARMT
2302
Amica Retiree Medical Trust
Rhode Island
$748K – – –
WB
2303
West Bancorporation
Iowa
$748K -$6.43K -20 -0.8%
TW
2304
Towerpoint Wealth
California
$746K -$28.9K -90 -4%
MPAM
2305
Murphy Pohlad Asset Management
Minnesota
$746K -$12.9K -40 -2%
BOM
2306
Bank of Marin
California
$745K -$56.3K -175 -7%
GIM
2307
Guardian Investment Management
California
$745K – – –
DSAM
2308
Dock Street Asset Management
Florida
$745K +$19.3K +60 +2%
CAM
2309
Chesapeake Asset Management
New York
$743K +$77.5K +241 +11%
FAM
2310
Flaharty Asset Management
Florida
$740K +$34.1K +106 +5%
MFS
2311
Madrona Financial Services
Washington
$740K +$191K +593 +32%
OBWG
2312
Onyx Bridge Wealth Group
New York
$739K +$50.2K +156 +7%
DFG
2313
Delta Financial Group
New Jersey
$739K +$787K +2,446 New
JSC
2314
Jackson Square Capital
California
$738K +$23.2K +72 +3%
FVWA
2315
Foster Victor Wealth Advisors
South Carolina
$738K -$56.6K -176 -7%
BF
2316
Brogan Financial
Tennessee
$738K -$31.2K -97 -4%
RWP
2317
Revolve Wealth Partners
New Jersey
$738K +$160K +498 +26%
FZCM
2318
Flynn Zito Capital Management
New York
$736K +$1.93K +6 +0.2%
WDG
2319
Wealth Dimensions Group
Ohio
$736K +$25.1K +78 +3%
NFG
2320
Nadler Financial Group
Illinois
$735K -$2.57K -8 -0.3%
GFP
2321
Gryphon Financial Partners
Ohio
$735K +$33.4K +104 +4%
WCA
2322
Westover Capital Advisors
Delaware
$735K -$73K -227 -9%
Walleye Trading
2323
Walleye Trading
New York
$733K -$1.54M -4,791 -66%
CWM
2324
Collaborative Wealth Management
Florida
$732K -$12.5K -39 -2%
TFM
2325
TFC Financial Management
Massachusetts
$731K +$12.2K +38 +2%