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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
501
Laird Norton Wetherby Wealth Management
California
$233K +$217K +3,096 New
BCM
502
Bluefin Capital Management
New York
$233K +$217K +3,100 New
MG
503
Mather Group
Illinois
$232K -$1.82K -26 -0.8%
NA
504
NewEdge Advisors
Louisiana
$231K -$143K -2,050 -40%
DCM
505
Deuterium Capital Management
Florida
$227K +$307K +4,380 New
LJHT
506
Laurie J. Hall Trustee
$226K – – –
KA
507
Kercheville Advisors
Texas
$226K +$210K +3,000 New
SP
508
Symmetry Partners
Connecticut
$225K – – –
CWA
509
Carolina Wealth Advisors
South Carolina
$225K +$209K +2,988 New
SWM
510
Spire Wealth Management
Virginia
$223K +$93.8K +1,340 +82%
AC
511
Addison Capital
Pennsylvania
$223K +$208K +2,970 New
Chevy Chase Trust
512
Chevy Chase Trust
Maryland
$222K -$20.5K -293 -9%
AWM
513
Alterna Wealth Management
Texas
$221K +$206K +2,940 New
RC
514
RegentAtlantic Capital
New Jersey
$220K +$205K +2,923 New
RFN
515
RDA Financial Network
Iowa
$216K +$201K +2,875 New
Bessemer Group
516
Bessemer Group
New Jersey
$215K +$100K +1,429 +100%
CAM
517
Claret Asset Management
Quebec, Canada
$215K +$200K +2,859 New
GAM
518
Gould Asset Management
California
$213K +$199K +2,838 New
Jones Financial Companies
519
Jones Financial Companies
Missouri
$210K +$33K +471 +20%
BBW
520
Blue Barn Wealth
Utah
$208K +$193K +2,760 New
Koshinski Asset Management
521
Koshinski Asset Management
Illinois
$206K +$105K +1,502 +121%
Carson Wealth (CWM LLC)
522
Carson Wealth (CWM LLC)
Nebraska
$199K +$185K +2,644 New
MUMSS
523
Mitsubishi UFJ Morgan Stanley Securities
Japan
$197K +$183K +2,619 New
SQA
524
Simon Quick Advisors
New Jersey
$180K +$69.2K +988 +70%
HI
525
Harbour Investments
Wisconsin
$175K -$79.4K -1,135 -33%