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Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
2426
Sand Hill Global Advisors
California
$319K +$13.2K +297 +4%
BFG
2427
Baron Financial Group
New Jersey
$318K -$4.39K -99 -1%
SAM
2428
Secure Asset Management
Michigan
$318K -$46.9K -1,058 -13%
HCMG
2429
Howard Capital Management Group
California
$318K
SLA
2430
Silver Lake Advisory
Utah
$318K +$266 +6 +0.1%
AIA
2431
Alera Investment Advisors
Illinois
$318K +$17.4K +393 +6%
LNWTC
2432
Laird Norton Wetherby Trust Company
Washington
$317K +$65.9K +1,488 +25%
AAP
2433
Arax Advisory Partners
Colorado
$316K +$22.4K +505 +7%
SWG
2434
Summit Wealth Group
Vermont
$316K +$326K +7,349 New
NC
2435
NovaPoint Capital
Georgia
$314K +$324K +7,310 New
AIFAIM
2436
American Institute for Advanced Investment Management
Arizona
$313K -$3.77K -85 -1%
PNAA
2437
Pictet North America Advisors
Switzerland
$313K
SPA
2438
Sentinel Pension Advisors
Massachusetts
$313K
EFG
2439
Everhart Financial Group
Ohio
$313K +$323K +7,281 New
SWM
2440
Sugarloaf Wealth Management
Georgia
$312K -$59.7K -1,347 -16%
MCCP
2441
Mission Creek Capital Partners
California
$312K
GC
2442
Garde Capital
Washington
$312K +$11.1K +250 +4%
DAM
2443
Diamant Asset Management
Connecticut
$312K +$321K +7,250 New
CANC
2444
Culbertson A N & Co
Virginia
$312K +$322K +7,270 New
FCT
2445
Family Capital Trust
Massachusetts
$310K
SNBOSCI
2446
Security National Bank of Sioux City Iowa
Iowa
$310K +$319K +7,200 New
FOA
2447
Five Oceans Advisors
California
$310K +$320K +7,214 New
BFS
2448
Beacon Financial Strategies
North Carolina
$310K -$9.39K -212 -3%
GB
2449
Goepper Burkhardt
South Carolina
$309K
SAMC
2450
Spectrum Asset Management (California)
California
$309K