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Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
901
Halbert Hargrove Global Advisors
California
$600 +$606 +36 New
GIA
902
GHP Investment Advisors
Colorado
$505 – – –
MIM
903
Marshall Investment Management
Colorado
$505 – – –
BWS
904
Buck Wealth Strategies
Colorado
$488 +$488 +29 New
GFA
905
Godfrey Financial Associates
New York
$471 – – –
BFPW
906
BOK Financial Private Wealth
Colorado
$389 +$387 +23 New
EWM
907
Evolution Wealth Management
Florida
$387 – – –
HIA
908
Harbor Investment Advisory
Maryland
$370 – – –
TC
909
Trust Company
Kansas
$370 – – –
MWM
910
Mosley Wealth Management
California
$370 +$370 +22 New
CI
911
Cordant Inc
Oregon
$349 +$353 +21 New
CIAM
912
Caitong International Asset Management
Hong Kong
$336 -$1.35K -80 -80%
CFM
913
Compass Financial Management
Florida
$336 +$337 +20 New
DF
914
DecisionPoint Financial
Arizona
$299 -$50 -3 -14%
DWM
915
Dogwood Wealth Management
Kansas
$269 +$269 +16 New
HCM
916
Hollencrest Capital Management
California
$252 – – –
WPA
917
West Paces Advisors
Georgia
$219 +$219 +13 New
AP
918
Aspect Partners
Virginia
$202 – – –
FGA
919
Fortis Group Advisors
New Jersey
$202 – – –
FRA
920
Front Row Advisors
California
$190 – – –
3FI
921
3 Factor Indexing
California
$169 – – –
DF
922
Downshift Financial
Colorado
$168 +$168 +10 New
SHIM
923
Stone House Investment Management
Pennsylvania
$168 +$168 +10 New
Parallax Volatility Advisers
924
Parallax Volatility Advisers
California
$118 +$67 +4 +133%
IAS
925
IMA Advisory Services
Colorado
$118 +$118 +7 New