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Name Holding Trade Value Shares
Change
Change in
Stake
CT
2301
Columbia Trust
Oregon
$320K -$61.8K -1,741 -16%
TCM
2302
Tradewinds Capital Management
Washington
$319K -$8.84K -249 -3%
LC
2303
Lindbrook Capital
California
$317K -$86.5K -2,435 -22%
LF
2304
LifeSteps Financial
California
$316K -$20.8K -585 -6%
BCMO
2305
Buckingham Capital Management (Ohio)
Ohio
$316K -$1.53K -43 -0.5%
BCA
2306
Biltmore Capital Advisors
New Jersey
$316K +$310K +8,725 New
BIM
2307
Barton Investment Management
Pennsylvania
$315K – – –
LWM
2308
Lyell Wealth Management
California
$314K -$95.2K -2,680 -24%
FMP
2309
Financial Management Professionals
Texas
$314K +$8.77K +247 +3%
IIA
2310
IPG Investment Advisors
California
$312K +$306K +8,613 New
GA
2311
Geller Advisors
New York
$312K +$49K +1,381 +19%
WCA
2312
Westover Capital Advisors
Delaware
$311K -$46.7K -1,316 -13%
DP
2313
Denver PWM
Colorado
$310K -$4.19K -118 -1%
RCG
2314
Rock Creek Group
District of Columbia
$309K -$452K -12,743 -60%
RWA
2315
Redhawk Wealth Advisors
Minnesota
$309K -$147K -4,142 -33%
RC
2316
RBO & Co
California
$309K – – –
IWS
2317
Insight Wealth Strategies
California
$309K +$4.4K +124 +1%
AIFAIM
2318
American Institute for Advanced Investment Management
Arizona
$309K +$35.9K +1,010 +13%
NIM
2319
NuWave Investment Management
New Jersey
$309K +$264K +7,423 +676%
SEIA
2320
Signature Estate & Investment Advisors
California
$308K -$45.8K -1,291 -13%
TA
2321
TrueWealth Advisors
Alabama
$308K +$280K +7,899 New
WP
2322
WealthShield Partners
North Carolina
$307K -$46.1K -1,297 -13%
HPWM
2323
Highland Private Wealth Management
Washington
$307K -$4.33K -122 -1%
FLAM
2324
First Light Asset Management
Minnesota
$307K – – –
PBO
2325
Peoples Bank (Ohio)
Ohio
$306K +$16K +450 +6%