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Name Holding Trade Value Shares
Change
Change in
Stake
KM
1751
Kalos Management
Georgia
$405K -$9.29K -69 -3%
CHC
1752
City Holding Co
West Virginia
$405K
WPC
1753
White Pine Capital
Minnesota
$405K
KCM
1754
KLK Capital Management
California
$405K +$352K +2,619 New
OCPWS
1755
One Charles Private Wealth Services
Massachusetts
$405K +$352K +2,619 New
VCM
1756
Vivaldi Capital Management
Illinois
$404K -$6.73K -50 -2%
AP
1757
Adero Partners
California
$404K +$4.98K +37 +1%
RTS
1758
Round Table Services
New Jersey
$402K
MAM
1759
Magellan Asset Management
Australia
$402K +$42.8K +318 +14%
HC
1760
Hendley & Co
Ohio
$401K -$47.1K -350 -12%
QPWM
1761
Quadrant Private Wealth Management
Pennsylvania
$401K -$2.69K -20 -0.8%
LJAC
1762
L.J. Altfest & Co
New York
$400K -$8.21K -61 -2%
SFG
1763
SNS Financial Group
Minnesota
$398K -$30.8K -229 -8%
PIA
1764
Perennial Investment Advisors
California
$397K -$33.2K -247 -9%
TC
1765
Truvestments Capital
Florida
$397K
IA
1766
IFG Advisory
Georgia
$396K -$122K -905 -26%
HP
1767
HT Partners
Connecticut
$396K
MTC
1768
McDaniel Terry & Co
Texas
$395K -$95K -706 -22%
SDWMA
1769
Schneider Downs Wealth Management Advisors
Pennsylvania
$395K +$3.23K +24 +0.9%
RPWA
1770
Regent Peak Wealth Advisors
Georgia
$394K +$673 +5 +0.2%
JPG
1771
Jordan Park Group
California
$391K +$341K +2,533 New
BWM
1772
Bulltick Wealth Management
Florida
$390K +$40.8K +303 +14%
SFPG
1773
Stonebridge Financial Planning Group
Florida
$388K
RW
1774
Rede Wealth
Virginia
$388K +$12.9K +96 +4%
3F
1775
360 Financial
Minnesota
$387K