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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1851
BigSur Wealth Management
Florida
$415K
LC
1852
Lincoln Capital
Nebraska
$415K +$12.6K +369 +3%
TAM
1853
Trillium Asset Management
Massachusetts
$414K -$10.2K -298 -2%
TC
1854
Trust Company
Kansas
$412K
VAM
1855
Verity Asset Management
North Carolina
$412K +$50.7K +1,486 +14%
TL
1856
TrueWealth LLC
Georgia
$412K +$409K +12,004 New
CAL
1857
Capital Advisors Ltd
Ohio
$409K +$34 +1 +0%
DLCIG
1858
D.L. Carlson Investment Group
New Hampshire
$408K +$11.3K +332 +3%
FCFC
1859
First Commonwealth Financial Corp
Pennsylvania
$408K +$15K +439 +4%
HCA
1860
Harbour Capital Advisors
Virginia
$407K +$54.6K +1,601 +16%
AWA
1861
Acorn Wealth Advisors
Michigan
$407K +$399K +11,688 New
OWP
1862
Obermeyer Wealth Partners
Colorado
$406K +$49.2K +1,443 +14%
MCM
1863
Marathon Capital Management
Maryland
$405K +$94.4K +2,768 +31%
GFP
1864
Gryphon Financial Partners
Ohio
$404K +$401K +11,751 New
BKA
1865
Brick & Kyle Associates
Pennsylvania
$403K +$4.71K +138 +1%
MWM
1866
Merriman Wealth Management
Washington
$403K +$79.3K +2,327 +25%
CI
1867
Capital International
California
$402K
DSN
1868
D. Scott Neal
Kentucky
$402K +$269K +7,899 +208%
TFS
1869
TrustCore Financial Services
Tennessee
$402K +$399K +11,699 New
MWM
1870
Meridian Wealth Management
Kentucky
$400K +$6.82K +200 +2%
CWA
1871
Clarus Wealth Advisors
Arizona
$400K +$397K +11,653 New
BA
1872
Bristlecone Advisors
Washington
$398K +$5.66K +166 +1%
OAM
1873
Occidental Asset Management
California
$396K
PIA
1874
Peachtree Investment Advisors
Georgia
$396K +$107K +3,136 +37%
PNAA
1875
Pictet North America Advisors
Switzerland
$394K +$93.3K +2,737 +31%