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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1001
Salvus Wealth Management
New Jersey
$239K +$202K +1,640 New
AI
1002
Accredited Investors
Minnesota
$238K +$201K +1,630 New
PO
1003
Private Ocean
California
$234K -$6.16K -50 -3%
FCH
1004
Freestone Capital Holdings
Washington
$234K +$197K +1,600 New
FIA
1005
Foundations Investment Advisors
Arizona
$229K +$189K +1,530 New
WP
1006
WMS Partners
Maryland
$229K +$193K +1,570 New
AIP
1007
Almanack Investment Partners
Pennsylvania
$228K -$44.4K -360 -19%
SP
1008
Successful Portfolios
Florida
$225K +$190K +1,540 New
KCM
1009
Kathmere Capital Management
Pennsylvania
$224K -$49.3K -400 -21%
SCA
1010
Spearhead Capital Advisors
Florida
$224K +$189K +1,530 New
CAS
1011
Cascadia Advisory Services
Oregon
$223K +$189K +1,530 New
PI
1012
Pachira Investments
California
$222K +$187K +1,520 New
CCM
1013
Cribstone Capital Management
Maine
$221K
CG
1014
Corundum Group
Colorado
$221K +$186K +1,510 New
WC
1015
Whitney & Co
New York
$221K +$186K +1,510 New
SCA
1016
Sassicaia Capital Advisers
New York
$219K -$604K -4,900 -77%
BONH
1017
Bank of New Hampshire
New Hampshire
$219K +$185K +1,500 New
GWM
1018
Gray Wealth Management
Maine
$219K +$185K +1,500 New
MCM
1019
Marathon Capital Management
Maryland
$219K +$185K +1,500 New
RSWM
1020
Robertson Stephens Wealth Management
California
$219K +$185K +1,500 New
SC
1021
Saturna Capital
Washington
$219K +$185K +1,500 New
STB
1022
S&T Bank
Pennsylvania
$219K +$185K +1,500 New
WHG
1023
Westwood Holdings Group
Texas
$219K +$185K +1,500 New
TA
1024
Tiedemann Advisors
New York
$218K +$185K +1,500 New
LF
1025
LifeSteps Financial
California
$216K +$182K +1,480 New