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Name Holding Trade Value Shares
Change
Change in
Stake
1WA
376
180 Wealth Advisors
Washington
$202K +$186K +7,224 New
JF
377
JMN Financial
Ohio
$202K +$186K +7,205 New
CH
378
Cromwell Holdings
Wyoming
$185K – – –
UFPG
379
United Financial Planning Group
New York
$177K – – –
BBHC
380
Brown Brothers Harriman & Co
New York
$165K +$22.8K +885 +18%
HI
381
Harbour Investments
Wisconsin
$153K -$10.4K -404 -7%
MCM
382
Manchester Capital Management
Vermont
$150K +$90.4K +3,508 +188%
JAM
383
JCIC Asset Management
Ontario, Canada
$149K +$12.4K +480 +10%
PAM
384
Paradigm Asset Management
New York
$146K – – –
LFG
385
Larson Financial Group
Missouri
$129K -$6.34K -246 -5%
SPIA
386
Steward Partners Investment Advisory
New York
$125K +$10.9K +423 +10%
BCWM
387
Bartlett & Co Wealth Management
Ohio
$112K – – –
VSQM
388
V-Square Quantitative Management
Illinois
$106K +$97.5K +3,781 New
PFBT
389
Parkside Financial Bank & Trust
Missouri
$106K – – –
MCM
390
MAI Capital Management
Ohio
$99.4K -$11K -427 -11%
RIL
391
Rothschild Investment LLC
Illinois
$88.7K – – –
MPW
392
MASECO Private Wealth
$67K +$61.7K +2,393 New
WAU
393
Wellington-Altus USA
Manitoba, Canada
$66.3K +$61K +2,367 New
MWA
394
Medallion Wealth Advisors
Connecticut
$66.2K – – –
IA
395
IFP Advisors
Florida
$64K – – –
RF
396
Roxbury Financial
New Jersey
$47.4K – – –
PTC
397
Private Trust Company
Ohio
$46.9K +$1.29K +50 +3%
FMP
398
Financial Management Professionals
Texas
$45.5K +$1.19K +46 +3%
SS
399
SBI Securities
Japan
$44.7K -$129 -5 -0.3%
ACA
400
Atlas Capital Advisors
Wyoming
$43.7K +$40.2K +1,560 New