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Name Holding Trade Value Shares
Change
Change in
Stake
OTL
1726
Oak Thistle LLC
New York
$1.14M -$1.03M -3,086 -41%
MSWM
1727
McGlone Suttner Wealth Management
Wisconsin
$1.14M +$42.7K +128 +3%
MLA
1728
My Legacy Advisors
Oregon
$1.14M +$170K +509 +13%
FFC
1729
Frederick Financial Consultants
Maryland
$1.14M -$84.3K -253 -5%
JCM
1730
Jacobsen Capital Management
Utah
$1.13M -$104K -311 -7%
DBRC
1731
D.B. Root & Company
Pennsylvania
$1.13M +$77.3K +232 +6%
GWMIA
1732
Global Wealth Management Investment Advisory
Florida
$1.13M +$324K +972 +29%
GWMR
1733
GC Wealth Management RIA
Massachusetts
$1.13M +$200K +599 +16%
AP
1734
Advisors Preferred
Maryland
$1.13M +$1.4M +4,200 New
PCM
1735
Presidio Capital Management
California
$1.12M +$136K +409 +10%
CRWM
1736
Castle Rock Wealth Management
California
$1.12M +$121K +364 +10%
RFA
1737
ROI Financial Advisors
Oregon
$1.12M +$21.7K +65 +2%
B
1738
Bellecapital
Switzerland
$1.12M +$913K +2,741 +173%
MCM
1739
Mattern Capital Management
Colorado
$1.12M +$11K +33 +0.8%
SCM
1740
Saxony Capital Management
Missouri
$1.12M +$39K +117 +3%
PL
1741
Polianta Ltd
Jersey
$1.11M +$1.43M +4,300 New
RAM
1742
Redmond Asset Management
Virginia
$1.11M +$18.7K +56 +1%
MWA
1743
Motive Wealth Advisors
Michigan
$1.11M -$61.3K -184 -4%
WDC
1744
Woodward Diversified Capital
California
$1.11M +$142K +427 +11%
TA
1745
TFB Advisors
Kansas
$1.11M -$316K -948 -18%
CWMS
1746
Cannon Wealth Management Services
North Carolina
$1.1M -$40.7K -122 -3%
First Manhattan
1747
First Manhattan
New York
$1.1M +$66K +198 +5%
SFO
1748
Stokes Family Office
Louisiana
$1.1M +$297K +891 +26%
BCM
1749
Beaumont Capital Management
Massachusetts
$1.1M +$1.42M +4,252 New
NBWM
1750
North Berkeley Wealth Management
California
$1.1M +$1.01M +3,032 +250%