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Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
1776
Lagoda Investment Management
New York
$644K – – –
SC
1777
Solstein Capital
California
$643K – – –
GWSG
1778
GPS Wealth Strategies Group
Colorado
$641K -$13.3K -40 -2%
CC
1779
Cadinha & Co
Hawaii
$641K – – –
UC
1780
Unio Capital
New Jersey
$640K – – –
SGCA
1781
Steel Grove Capital Advisors
Tennessee
$639K +$54.4K +164 +8%
RI
1782
Redwood Investments
Massachusetts
$638K -$14.3K -43 -2%
CFA
1783
CWS Financial Advisors
Michigan
$637K +$2.65K +8 +0.4%
FCAG
1784
First Capital Advisors Group
New Jersey
$636K +$87.8K +265 +13%
FFWA
1785
FRG Family Wealth Advisors
Washington
$634K -$13.3K -40 -2%
WKSWA
1786
White Knight Strategic Wealth Advisors
New Jersey
$632K -$21.5K -65 -3%
EI
1787
Ellevest Inc
New York
$630K -$256K -771 -26%
BS
1788
Bessemer Securities
New York
$630K – – –
AA
1789
Alta Advisers
United Kingdom
$626K +$729K +2,200 New
FWTB
1790
First Western Trust Bank
Colorado
$624K -$334K -1,008 -31%
PA
1791
PSI Advisors
Florida
$624K -$7.29K -22 -1%
BFO
1792
Biltmore Family Office
North Carolina
$624K – – –
CCA
1793
Childress Capital Advisors
Texas
$623K -$171K -517 -19%
VDBMI
1794
Van Den Berg Management I
Texas
$619K -$12.6K -38 -2%
PFA
1795
Professional Financial Advisors
Nebraska
$619K +$697K +2,102 +2,803%
PP
1796
PDS Planning
Ohio
$617K -$3.65K -11 -0.5%
CSPIA
1797
Cary Street Partners Investment Advisory
Virginia
$615K +$51.4K +155 +8%
FPAS
1798
Focus Partners Advisor Solutions
Missouri
$615K +$166K +501 +30%
PMA
1799
Prudent Man Advisors
Illinois
$613K -$3.31K -10 -0.5%
CT
1800
Cambridge Trust
Massachusetts
$613K +$13.9K +42 +2%
70 71
72
73 74