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Name Holding Trade Value Shares
Change
Change in
Stake
QC
1776
Quent Capital
New York
$646K +$18.2K +55 +2%
LIM
1777
Lagoda Investment Management
New York
$644K – – –
SC
1778
Solstein Capital
California
$643K – – –
GWSG
1779
GPS Wealth Strategies Group
Colorado
$641K -$13.3K -40 -2%
CC
1780
Cadinha & Co
Hawaii
$641K – – –
UC
1781
Unio Capital
New Jersey
$640K – – –
SGCA
1782
Steel Grove Capital Advisors
Tennessee
$639K +$54.4K +164 +8%
RI
1783
Redwood Investments
Massachusetts
$638K -$14.3K -43 -2%
CFA
1784
CWS Financial Advisors
Michigan
$637K +$2.65K +8 +0.4%
FCAG
1785
First Capital Advisors Group
New Jersey
$636K +$87.8K +265 +13%
FFWA
1786
FRG Family Wealth Advisors
Washington
$634K -$13.3K -40 -2%
WKSWA
1787
White Knight Strategic Wealth Advisors
New Jersey
$632K -$21.5K -65 -3%
EI
1788
Ellevest Inc
New York
$630K -$256K -771 -26%
BS
1789
Bessemer Securities
New York
$630K – – –
AA
1790
Alta Advisers
United Kingdom
$626K +$729K +2,200 New
FWTB
1791
First Western Trust Bank
Colorado
$624K -$334K -1,008 -31%
PA
1792
PSI Advisors
Florida
$624K -$7.29K -22 -1%
BFO
1793
Biltmore Family Office
North Carolina
$624K – – –
CCA
1794
Childress Capital Advisors
Texas
$623K -$171K -517 -19%
VDBMI
1795
Van Den Berg Management I
Texas
$619K -$12.6K -38 -2%
PFA
1796
Professional Financial Advisors
Nebraska
$619K +$697K +2,102 +2,803%
PP
1797
PDS Planning
Ohio
$617K -$3.65K -11 -0.5%
CSPIA
1798
Cary Street Partners Investment Advisory
Virginia
$615K +$51.4K +155 +8%
FPAS
1799
Focus Partners Advisor Solutions
Missouri
$615K +$166K +501 +30%
PMA
1800
Prudent Man Advisors
Illinois
$613K -$3.31K -10 -0.5%