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Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
1876
Golden State Equity Partners
California
$542K +$14K +345 +3%
CCG
1877
Chatham Capital Group
Georgia
$540K
WDC
1878
Woodward Diversified Capital
California
$539K +$8.86K +218 +2%
MC
1879
Merlin Capital
Rhode Island
$538K -$11.8K -291 -3%
SWA
1880
Sax Wealth Advisors
New Jersey
$538K +$366 +9 +0.1%
AA
1881
Alta Advisers
United Kingdom
$538K
MWM
1882
Mattern Wealth Management
Kansas
$537K -$199K -4,900 -31%
ST
1883
Sabal Trust
Florida
$536K -$140K -3,438 -24%
PTB
1884
Pioneer Trust Bank
Oregon
$535K -$225K -5,530 -34%
VCM
1885
Vision Capital Management
Oregon
$535K +$433K +10,648 New
SGCA
1886
Steel Grove Capital Advisors
Tennessee
$534K -$185K -4,550 -30%
HBW
1887
Hazlett, Burt & Watson
West Virginia
$534K +$2.19K +54 +0.5%
AIFAIM
1888
American Institute for Advanced Investment Management
Arizona
$533K -$33.1K -816 -7%
WAAG
1889
Wealth Alliance Advisory Group
Kansas
$533K +$12.2K +300 +3%
OA
1890
Oxbow Advisors
Texas
$532K
SAM
1891
SignalPoint Asset Management
Missouri
$532K +$41 +1 +0%
BFO
1892
Biltmore Family Office
North Carolina
$531K
ACM
1893
Avalon Capital Management
California
$531K
WBCM
1894
Wilson & Boucher Capital Management
California
$530K +$62.6K +1,542 +17%
GC
1895
Garde Capital
Washington
$530K +$1.87K +46 +0.4%
SAM
1896
Smartleaf Asset Management
Massachusetts
$529K +$430K +10,595 New
JC
1897
JB Capital
Connecticut
$529K +$2.44K +60 +0.6%
VWM
1898
Vigilare Wealth Management
Arizona
$528K -$4.26K -105 -1%
DCM
1899
DGS Capital Management
New Jersey
$526K +$17.7K +436 +4%
GI
1900
Gradient Investments
Minnesota
$526K +$15.2K +374 +4%