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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1801
Encompass Wealth Advisors
Oregon
$291K +$29.8K +223 +11%
TCM
1802
Tradewinds Capital Management
Washington
$291K +$69.9K +523 +31%
AWM
1803
AllSquare Wealth Management
New York
$290K -$31.4K -235 -10%
CCM
1804
Crossvault Capital Management
Texas
$290K
MGAM
1805
McGowan Group Asset Management
Texas
$290K +$535 +4 +0.2%
FRM
1806
Fox Run Management
Connecticut
$289K +$291K +2,176 New
MWM
1807
Marietta Wealth Management
Georgia
$288K +$290K +2,171 New
JFGIW
1808
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$287K -$52.4K -392 -15%
SNB
1809
Security National Bank
Nebraska
$287K +$62.8K +470 +28%
CFN
1810
Cordasco Financial Network
Florida
$286K -$150K -1,123 -34%
MSE
1811
MUFG Securities EMEA
United Kingdom
$285K
CAM
1812
Cozad Asset Management
Illinois
$283K
EIA
1813
Eldridge Investment Advisors
New Hampshire
$283K
WCM
1814
Windsor Capital Management
Arizona
$282K -$25.8K -193 -8%
SEIA
1815
Signature Estate & Investment Advisors
California
$282K -$2.81K -21 -1%
RP
1816
Rowlandmiller & Partners
Georgia
$281K
NQWM
1817
Northwest Quadrant Wealth Management
Oregon
$281K +$936 +7 +0.3%
JSL
1818
JT Stratford LLC
Georgia
$280K -$225K -1,681 -44%
SC
1819
Sepio Capital
Utah
$280K -$1.34K -10 -0.5%
AWS
1820
AJ Wealth Strategies
New York
$280K +$401 +3 +0.1%
LCC
1821
Lincoln Capital Corp
Rhode Island
$280K +$63K +471 +29%
CA
1822
Crewe Advisors
Utah
$279K
GL
1823
Graypoint LLC
New York
$279K +$5.08K +38 +2%
FVWA
1824
Foster Victor Wealth Advisors
South Carolina
$278K -$13.2K -99 -5%
XWM
1825
Xcel Wealth Management
Florida
$278K +$14.3K +107 +5%