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Name Holding Trade Value Shares
Change
Change in
Stake
LNWTC
1701
Laird Norton Wetherby Trust Company
Washington
$429K
LCM
1702
Liberty Capital Management
Michigan
$428K
MF
1703
Montis Financial
Massachusetts
$426K
BOS
1704
Bingham Osborn & Scarborough
California
$426K +$8.68K +58 +2%
TLCM
1705
Twin Lakes Capital Management
California
$425K +$17.8K +119 +5%
AWA
1706
Arkadios Wealth Advisors
Georgia
$425K +$43.1K +288 +12%
W
1707
WealthStone
Ohio
$421K -$16.9K -113 -4%
NAS
1708
Nicolet Advisory Services
Wisconsin
$421K +$116K +777 +42%
SPP
1709
Single Point Partners
Massachusetts
$421K +$138K +925 +55%
CWM
1710
Campbell Wealth Management
Virginia
$420K +$3.59K +24 +0.9%
CAM
1711
Congress Asset Management
Massachusetts
$420K +$17.8K +119 +5%
NED
1712
Nancy E. Dempze
$419K -$700K -4,678 -64%
NA
1713
Navellier & Associates
Nevada
$419K -$56.1K -375 -13%
CIC
1714
Chilton Investment Company
Connecticut
$419K -$25.9K -173 -6%
PMFA
1715
Plante Moran Financial Advisors
Michigan
$419K -$3.74K -25 -1%
TAM
1716
Townsend Asset Management
North Carolina
$418K
CCB
1717
Cutter & Co Brokerage
Missouri
$418K +$122K +818 +46%
BIP
1718
Blueprint Investment Partners
North Carolina
$418K +$388K +2,592 +129,600%
TNA
1719
True North Advisors
Texas
$417K -$1.2K -8 -0.3%
GP
1720
Greenline Partners
New York
$416K -$51.6K -345 -12%
CAM
1721
Cozad Asset Management
Illinois
$416K +$28.9K +193 +8%
BWA
1722
Burt Wealth Advisors
Maryland
$415K
BW
1723
Bison Wealth
Georgia
$414K -$16.3K -109 -4%
PRWA
1724
Platte River Wealth Advisors
Colorado
$414K +$379K +2,530 New
FPCP
1725
Fort Point Capital Partners
California
$412K +$5.09K +34 +1%