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Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
1226
Bryn Mawr Capital Management
Pennsylvania
$381K +$9.28K +38 +2%
RIP
1227
RAM Investment Partners
Washington
$381K -$3.42K -14 -0.9%
SW
1228
SVB Wealth
Massachusetts
$381K +$390K +1,598 New
CF
1229
Convergence Financial
Missouri
$381K +$137K +561 +54%
MC
1230
Machina Capital
France
$380K +$389K +1,594 New
FCMA
1231
Foresight Capital Management Advisors
Michigan
$379K +$2.93K +12 +0.8%
PCI
1232
Planning Center Inc
Illinois
$377K
WFA
1233
Wellspring Financial Advisors
Ohio
$377K +$386K +1,582 New
B
1234
Bellecapital
Switzerland
$377K
CAU
1235
Caxton Associates (UK)
$375K -$26.3M -107,700 -99%
DWM
1236
Darwin Wealth Management
Florida
$375K -$2.05M -8,401 -84%
WLPWM
1237
Walled Lake Planning & Wealth Management
Illinois
$374K -$6.84K -28 -2%
EWM
1238
Evermay Wealth Management
Virginia
$374K +$37.6K +154 +11%
CIA
1239
Choate Investment Advisors
Massachusetts
$373K -$488 -2 -0.1%
RG
1240
Renaissance Group
Kentucky
$372K -$55.2K -226 -13%
RWPA
1241
Richard W. Paul & Associates
Michigan
$372K -$244 -1 -0.1%
BBA
1242
Baader Bank Aktiengesellschaft
Germany
$372K -$107K -440 -22%
RWB
1243
RMR Wealth Builders
New Jersey
$372K
BST
1244
Bath Savings Trust
Maine
$369K
VWM
1245
Vigilare Wealth Management
Arizona
$366K
EWA
1246
Exencial Wealth Advisors
Oklahoma
$364K -$10.7K -44 -3%
AFPL
1247
Advus Financial Partners, LLC
Florida
$363K -$4.15K -17 -1%
PWP
1248
Perfromance Wealth Partners
Illinois
$360K -$56.4K -231 -13%
CC
1249
Chicago Capital
Illinois
$360K -$37.4K -153 -9%
SIM
1250
Sentry Investment Management
Wisconsin
$359K