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Name Holding Trade Value Shares
Change
Change in
Stake
B
1901
Brightworth
Georgia
$225K +$251K +2,076 New
TL
1902
Tradewinds LLC
North Carolina
$224K +$251K +2,073 New
WA
1903
Waverly Advisors
Alabama
$223K +$242 +2 +0.1%
LNWTC
1904
Laird Norton Wetherby Trust Company
Washington
$222K -$82.8K -685 -25%
RWI
1905
Red Wave Investments
Pennsylvania
$222K
GC
1906
Gibson Capital
Pennsylvania
$222K +$5.08K +42 +2%
FMI
1907
F/M Investments
District of Columbia
$221K -$71.9K -595 -31%
EGWAG
1908
Elwood & Goetz Wealth Advisory Group
Georgia
$221K
MS
1909
Madden Securities
Texas
$221K +$30.8K +255 +14%
TSS
1910
Two Sigma Securities
New York
$220K -$515K -4,265 -68%
ACM
1911
Armbruster Capital Management
New York
$220K -$10.9K -90 -4%
RRA
1912
Round Rock Advisors
Connecticut
$220K -$9.06K -75 -4%
CFG
1913
Cooper Financial Group
California
$220K +$246K +2,037 New
APG
1914
Abacus Planning Group
South Carolina
$219K -$46K -381 -16%
SLG
1915
Stanley-Laman Group
Pennsylvania
$219K -$39.3K -325 -14%
VFA
1916
Voya Financial Advisors
Connecticut
$219K -$6.77K -56 -3%
RWA
1917
Redhawk Wealth Advisors
Minnesota
$218K +$5.56K +46 +2%
AIA
1918
Avalon Investment & Advisory
Texas
$217K -$23.6K -195 -9%
GPA
1919
Garrison Point Advisors
California
$217K +$27.4K +227 +13%
SIC
1920
Sigma Investment Counselors
Michigan
$217K +$34.7K +287 +17%
SBWIC
1921
Schaper Benz & Wise Investment Counsel
Wisconsin
$216K
WIA
1922
Westbourne Investment Advisors
Maryland
$216K
FW
1923
FirstPurpose Wealth
Utah
$215K +$8.7K +72 +4%
WCM
1924
WealthBridge Capital Management
Ohio
$215K +$240K +1,984 New
RF
1925
Resolute Financial
Massachusetts
$214K -$16.2K -134 -6%