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Name Holding Trade Value Shares
Change
Change in
Stake
LNWTC
2801
Laird Norton Wetherby Trust Company
Washington
$321K +$301K +6,274 New
LFG
2802
Lazard Frères Gestion
France
$320K -$81.6K -1,702 -21%
PWS
2803
Precision Wealth Strategies
Missouri
$320K -$3.21K -67 -1%
WCFA
2804
Walkner Condon Financial Advisors
Wisconsin
$319K +$2.73K +57 +0.9%
AC
2805
Annandale Capital
Texas
$319K -$8.96K -187 -3%
Financial Engines Advisors
2806
Financial Engines Advisors
California
$318K -$172K -3,585 -37%
DAM
2807
Doheny Asset Management
California
$318K -$47.9K -1,000 -14%
WAM
2808
Wolverine Asset Management
Illinois
$318K -$179K -3,727 -38%
OCM
2809
Objective Capital Management
Ohio
$317K +$50.9K +1,061 +21%
KWM
2810
Keebeck Wealth Management
Illinois
$317K -$1.44K -30 -0.5%
BCMO
2811
Buckingham Capital Management (Ohio)
Ohio
$315K -$38.4K -800 -12%
RB
2812
Renasant Bank
Mississippi
$315K +$20K +418 +7%
HWA
2813
HHM Wealth Advisors
Tennessee
$314K -$6.14K -128 -2%
WAOI
2814
Wealth Advisors of Iowa
Iowa
$314K +$14.5K +302 +5%
BBL
2815
Beck Bode LLC
Massachusetts
$313K -$54.8K -1,142 -16%
AWM
2816
Aevitas Wealth Management
Massachusetts
$313K +$527 +11 +0.2%
CWMGP
2817
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$313K +$4.6K +96 +2%
SIA
2818
Sage Investment Advisers
New York
$313K +$527 +11 +0.2%
FP
2819
Fiduciary Planning
Florida
$312K +$144 +3 +0%
SWA
2820
Sax Wealth Advisors
New Jersey
$312K -$28.7K -598 -9%
OKSA
2821
O'Keefe Stevens Advisory
New York
$311K
BCP
2822
Blue Chip Partners
Michigan
$311K -$17.4K -362 -6%
ODFS
2823
O'Donnell Financial Services
California
$311K -$8.05K -168 -3%
BFS
2824
Bickling Financial Services
Massachusetts
$308K +$1.53K +32 +0.5%
TF
2825
Theory Financial
Colorado
$307K +$287K +5,991 New