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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1876
Baldwin Wealth Partners
Massachusetts
$586K -$61.7K -166 -9%
CT
1877
Columbia Trust
Oregon
$586K +$64.7K +174 +12%
VWM
1878
Vigilare Wealth Management
Arizona
$585K +$372 +1 +0.1%
BBNB
1879
Baker Boyer National Bank
Washington
$584K +$688K +1,850 New
WT
1880
Washington Trust
Rhode Island
$583K -$1.11K -3 -0.2%
MKC
1881
M. Kraus & Co
Vermont
$583K +$1.86K +5 +0.3%
SWA
1882
Stratos Wealth Advisors
Ohio
$581K +$53.2K +143 +10%
SAM
1883
SignalPoint Asset Management
Missouri
$579K +$11.5K +31 +2%
AM
1884
Atwater Malick
Pennsylvania
$576K
SW
1885
SkyOak Wealth
Michigan
$575K
FLPIM
1886
F.L. Putnam Investment Management
Massachusetts
$573K -$342K -920 -37%
SB
1887
Sunflower Bank
Texas
$573K +$18.6K +50 +3%
RFN
1888
RDA Financial Network
Iowa
$570K +$82.9K +223 +17%
Parallax Volatility Advisers
1889
Parallax Volatility Advisers
California
$567K -$19.6M -52,623 -97%
RIM
1890
Rockbridge Investment Management
New York
$567K +$1.86K +5 +0.3%
TFO
1891
Tarbox Family Office
California
$565K
GAG
1892
GM Advisory Group
New York
$565K +$46.1K +124 +9%
FLI
1893
Family Legacy Inc
South Carolina
$560K +$1.86K +5 +0.3%
BSG
1894
Black Swift Group
Colorado
$560K +$558K +1,500 +4,545%
OFS
1895
Oldfather Financial Services
Nebraska
$559K
WA
1896
WBH Advisory
Maryland
$558K -$855K -2,300 -62%
Financial Engines Advisors
1897
Financial Engines Advisors
California
$558K -$7.81K -21 -1%
SIM
1898
SSI Investment Management
California
$558K -$2.6K -7 -0.5%
JSL
1899
JT Stratford LLC
Georgia
$557K -$16K -43 -3%
BFO
1900
Boston Family Office
Massachusetts
$556K +$18.2K +49 +3%