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Name Holding Trade Value Shares
Change
Change in
Stake
BLC
1751
Brown, Lisle/Cummings
Rhode Island
$285K
ORAM
1752
One River Asset Management
Connecticut
$283K +$299K +415 New
MNBTD
1753
Moody National Bank Trust Division
Texas
$283K
OBWG
1754
Onyx Bridge Wealth Group
New York
$282K +$53.3K +74 +22%
B
1755
BetterWealth
California
$281K +$10.8K +15 +4%
NA
1756
Nordwand Advisors
Pennsylvania
$281K +$90.1K +125 +44%
LJHT
1757
Laurie J. Hall Trustee
$280K +$7.21K +10 +3%
CA
1758
Continuum Advisory
Idaho
$280K +$92.3K +128 +45%
HI
1759
Harbour Investments
Wisconsin
$280K +$33.9K +47 +13%
Financial Engines Advisors
1760
Financial Engines Advisors
California
$278K -$88.7K -123 -23%
LJAC
1761
L.J. Altfest & Co
New York
$278K -$27.4K -38 -9%
GWANC
1762
Guardian Wealth Advisors (North Carolina)
North Carolina
$278K -$7.93K -11 -3%
FG
1763
Foster Group
Iowa
$277K +$48.3K +67 +20%
JWM
1764
Jeppson Wealth Management
California
$277K
MAM
1765
MMA Asset Management
Pennsylvania
$277K +$43.3K +60 +17%
PFS
1766
Physicians Financial Services
North Carolina
$277K
PHWM
1767
Pine Harbor Wealth Management
Maryland
$276K
BM
1768
Berman McAleer
Maryland
$275K +$291K +403 New
ST
1769
Sageworth Trust
Pennsylvania
$275K +$291K +403 New
IA
1770
IFG Advisory
Georgia
$275K -$7.21K -10 -2%
CG
1771
Corundum Group
Colorado
$274K -$23.1K -32 -7%
GEM
1772
Global Endowment Management
North Carolina
$274K +$5.77K +8 +2%
TCM
1773
Triumph Capital Management
Colorado
$273K +$288K +400 New
IIM
1774
Intact Investment Management
Quebec, Canada
$273K -$3.17M -4,400 -92%
FM
1775
Freemont Management
Switzerland
$273K -$649K -900 -69%