Name Holding Trade Value Shares
Change
Change in
Stake
GC
1851
Gilbert & Cook
Iowa
$316K +$334K +2,860 New
ES
1852
Eagle Strategies
New York
$312K +$234 +2 +0.1%
FCM
1853
Fourpath Capital Management
Oklahoma
$312K +$35.9K +307 +12%
USB
1854
Union Savings Bank
Connecticut
$311K +$330K +2,818 New
AIA
1855
Alera Investment Advisors
Illinois
$311K +$468 +4 +0.1%
NAM
1856
NorthCrest Asset Manangement
Minnesota
$311K -$54.8K -469 -14%
FFA
1857
Farther Finance Advisors
California
$309K -$10.6K -91 -3%
LNWTC
1858
Laird Norton Wetherby Trust Company
Washington
$308K +$117 +1 +0%
BFA
1859
Beaumont Financial Advisors
Massachusetts
$308K -$6.36M -54,363 -98%
MSA
1860
Marino Stram & Associates
Massachusetts
$305K +$468 +4 +0.1%
AC
1861
AlphaCore Capital
California
$304K +$17.5K +150 +6%
SIA
1862
SkyView Investment Advisors
New Jersey
$304K -$510K -4,362 -61%
FCAG
1863
First Capital Advisors Group
New Jersey
$304K -$11.1K -95 -3%
TCM
1864
Traynor Capital Management
Pennsylvania
$303K +$33.7K +288 +12%
PNAA
1865
Pictet North America Advisors
Switzerland
$302K – – –
CRC
1866
Curi RMB Capital
Illinois
$302K +$54.1K +463 +20%
FAFN
1867
First Affirmative Financial Network
Colorado
$301K +$319K +2,728 New
SWP
1868
Semus Wealth Partners
Florida
$301K -$5.03K -43 -2%
KFP
1869
KMG Fiduciary Partners
Ohio
$299K -$101K -864 -24%
FAG
1870
Financial Advisory Group
Texas
$299K – – –
G
1871
GenTrust
Florida
$299K -$274K -2,340 -46%
NWM
1872
Northcape Wealth Management
New York
$297K +$14.7K +126 +5%
CHC
1873
City Holding Co
West Virginia
$295K +$6.2K +53 +2%
VWM
1874
Vigilare Wealth Management
Arizona
$295K -$11.6K -99 -4%
GCM
1875
Galibier Capital Management
Ontario, Canada
$295K – – –