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Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
1601
Quad-Cities Investment Group
Iowa
$433K +$142 +1 +0%
Credit Agricole
1602
Credit Agricole
France
$432K -$5.11K -36 -1%
HPWM
1603
Highland Private Wealth Management
Washington
$432K +$2.7K +19 +0.6%
LCM
1604
LCM Capital Management
Illinois
$432K +$420K +2,958 New
PP
1605
PDS Planning
Ohio
$430K +$13.6K +96 +3%
LNWTC
1606
Laird Norton Wetherby Trust Company
Washington
$430K +$417K +2,940 New
BMM
1607
Buffington Mohr McNeal
Idaho
$429K +$2.27K +16 +0.5%
GP
1608
Greenline Partners
New York
$428K -$40.1M -282,630 -99%
TWI
1609
Thomas White International
Illinois
$428K – – –
BWA
1610
Bordeaux Wealth Advisors
California
$428K +$415K +2,925 New
BWFA
1611
Baltimore-Washington Financial Advisors
Maryland
$426K – – –
AS
1612
Altshuler Shaham
Israel
$424K -$219K -1,541 -35%
MMG
1613
Monetary Management Group
Missouri
$424K – – –
FCM
1614
Firestone Capital Management
Florida
$423K – – –
9WM
1615
9258 Wealth Management
Ohio
$422K +$568 +4 +0.1%
GWCM
1616
Godshalk Welsh Capital Management
Pennsylvania
$421K – – –
ECM
1617
EagleClaw Capital Management
Massachusetts
$420K -$39K -275 -9%
ITIM
1618
Indiana Trust & Investment Management
Indiana
$420K +$10.9K +77 +3%
FMLI
1619
Fukoku Mutual Life Insurance
Japan
$419K -$34.1K -240 -8%
HBT
1620
Hills Bank & Trust
Iowa
$419K -$2.84K -20 -0.7%
PA
1621
PSI Advisors
Florida
$419K +$33.1K +233 +9%
SFG
1622
StrategIQ Financial Group
Indiana
$418K -$63.3K -446 -13%
CS
1623
Capital Square
Tennessee
$418K -$27.3K -192 -6%
ISWM
1624
Independent Solutions Wealth Management
New York
$417K -$35.8K -252 -8%
HFG
1625
Heron Financial Group
New York
$416K – – –