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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1901
Salvus Wealth Management
New Jersey
$617K +$33.6K +442 +6%
SIA
1902
Strategic Investment Advisors
Michigan
$615K +$49.7K +653 +9%
TIA
1903
Tiemann Investment Advisors
California
$614K -$13.3K -175 -2%
CFA
1904
Capstone Financial Advisors
Illinois
$614K +$38.8K +510 +7%
AFC
1905
AFT Forsyth & Company
Florida
$609K -$148K -1,950 -19%
BONH
1906
Bank of New Hampshire
New Hampshire
$609K
SIM
1907
Stratos Investment Management
Ohio
$608K -$2.6M -34,153 -81%
AWP
1908
Abacus Wealth Partners
California
$607K -$1.29K -17 -0.2%
GEA
1909
Glen Eagle Advisors
New Jersey
$605K
BCM
1910
Boltwood Capital Management
California
$604K -$7.61K -100 -1%
PNAA
1911
Pictet North America Advisors
Switzerland
$603K
GWS
1912
Glassman Wealth Services
Virginia
$603K +$98.7K +1,298 +19%
TPWA
1913
TRUE Private Wealth Advisors
Oregon
$601K -$68.4K -900 -10%
MWM
1914
Minot Wealth Management
Massachusetts
$596K +$54.9K +722 +10%
CAM
1915
Claret Asset Management
Quebec, Canada
$595K +$1.52K +20 +0.3%
GC
1916
Gilbert & Cook
Iowa
$595K +$51.6K +679 +9%
CIC
1917
Chase Investment Counsel
Virginia
$594K -$714K -9,385 -54%
CC
1918
Cornerstone Capital
California
$594K -$11.5K -151 -2%
CPA
1919
Clear Perspective Advisors
Illinois
$594K
LWM
1920
Liberty Wealth Management
California
$593K +$131K +1,720 +29%
I2I
1921
Insight 2811 Inc
Illinois
$592K -$53.2K -700 -8%
HI
1922
Hendershot Investments
Virginia
$592K
SFG
1923
StrategIQ Financial Group
Indiana
$592K +$19K +250 +3%
FWM
1924
Foresight Wealth Management
Utah
$591K -$713K -9,371 -54%
CWM
1925
Connecticut Wealth Management
Connecticut
$590K +$104K +1,365 +21%