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Name Holding Trade Value Shares
Change
Change in
Stake
KV
1151
Kickstand Ventures
New York
$349K +$349K +3,054 New
QPWM
1152
Quadrant Private Wealth Management
Pennsylvania
$346K -$168K -1,470 -33%
GJWM
1153
Gilliland Jeter Wealth Management
Arkansas
$345K -$9.36K -82 -3%
GH
1154
GAM Holding
Switzerland
$343K -$303K -2,657 -47%
TCA
1155
Trifecta Capital Advisors
Illinois
$343K -$34K -298 -9%
FFA
1156
First Foundation Advisors
California
$343K
MIM
1157
Montgomery Investment Management
Maryland
$343K
EA
1158
Emerald Advisors
Washington
$343K +$107K +937 +45%
DAM
1159
Deltec Asset Management
New York
$343K +$342K +3,000 New
MWM
1160
Modera Wealth Management
New Jersey
$342K +$23.1K +202 +7%
SSWM
1161
Smith Salley Wealth Management
North Carolina
$341K +$47K +412 +16%
RCAG
1162
Rehmann Capital Advisory Group
Michigan
$341K -$19.3K -169 -5%
Chevy Chase Trust
1163
Chevy Chase Trust
Maryland
$340K -$131K -1,145 -28%
RCM
1164
Raleigh Capital Management
North Carolina
$338K +$122K +1,070 +57%
WA
1165
WP Advisors
California
$335K
CFG
1166
CKW Financial Group
Hawaii
$333K
SIG
1167
Sargent Investment Group
Maryland
$330K +$42.2K +370 +15%
MCC
1168
Money Concepts Capital
Florida
$330K +$111K +975 +51%
SPC
1169
Spirepoint Private Client
Florida
$330K +$70.9K +621 +27%
BPC
1170
Banque Pictet & Cie
Switzerland
$329K
PCM
1171
Parsons Capital Management
Rhode Island
$328K -$2.27M -19,870 -87%
OWP
1172
Obermeyer Wealth Partners
Colorado
$328K -$342 -3 -0.1%
JWBC
1173
J.W. Burns & Co
New York
$325K
PWM
1174
Pathway Wealth Management
Texas
$325K
RFP
1175
Root Financial Partners
California
$325K -$160K -1,406 -33%