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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1476
Destination Wealth Management
California
$223K +$193K +2,070 New
WFA
1477
Wellspring Financial Advisors
Ohio
$222K +$192K +2,060 New
GC
1478
GFG Capital
Florida
$222K
PMFA
1479
Plante Moran Financial Advisors
Michigan
$221K +$8.4K +90 +5%
Members Trust
1480
Members Trust
Florida
$220K +$190K +2,040 New
SPC
1481
Spirepoint Private Client
Florida
$220K +$190K +2,040 New
CP
1482
Camelot Portfolios
Ohio
$219K -$188K -2,020 -50%
NHC
1483
Nicholas Hoffman & Company
Georgia
$218K +$188K +2,020 New
KW
1484
Keyvantage Wealth
Pennsylvania
$218K -$37.3K -400 -17%
OWA
1485
Octavia Wealth Advisors
Ohio
$217K +$188K +2,010 New
LSV Asset Management
1486
LSV Asset Management
Illinois
$216K +$187K +2,000 New
AWM
1487
AllSquare Wealth Management
New York
$216K
CICI
1488
Capital Investment Counsel Inc
North Carolina
$216K +$187K +2,000 New
CWA
1489
Consilio Wealth Advisors
Washington
$216K +$187K +2,000 New
CA
1490
Cornerstone Advisory
Maryland
$216K +$187K +2,000 New
MA
1491
Montag & Associates
Georgia
$215K
CAAS
1492
Capital Asset Advisory Services
Michigan
$215K +$186K +1,990 New
AM
1493
Atwater Malick
Pennsylvania
$214K +$185K +1,980 New
DSAM
1494
Dock Street Asset Management
Florida
$214K +$185K +1,980 New
PW
1495
Potentia Wealth
California
$214K +$185K +1,980 New
CM
1496
Capula Management
Cayman Islands
$214K +$185K +1,980 New
MA
1497
MCF Advisors
Kentucky
$213K -$47.6K -510 -21%
MNBTD
1498
Moody National Bank Trust Division
Texas
$211K +$183K +1,960 New
UOTTAIMCU
1499
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$210K +$182K +1,950 New
CFS
1500
Commonwealth Financial Services
West Virginia
$209K +$181K +1,940 New