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Name Holding Trade Value Shares
Change
Change in
Stake
GJIC
1126
Gamble Jones Investment Counsel
California
$331K
FRA
1127
Frank Rimerman Advisors
California
$330K +$79.6K +680 +33%
IFWM
1128
Institute for Wealth Management
Colorado
$330K
IP
1129
Investment Partners
Ohio
$329K +$321K +2,738 New
BZWA
1130
Blue Zone Wealth Advisors
California
$327K +$7.61K +65 +2%
OL
1131
Optas LLC
Texas
$327K +$27.3K +233 +9%
TIA
1132
Traphagen Investment Advisors
New Jersey
$325K
FPWM
1133
FSB Premier Wealth Management
Iowa
$320K +$312K +2,662 New
FNBOH
1134
First National Bank of Hutchinson
Kansas
$317K +$9.14K +78 +3%
SFG
1135
SevenBridge Financial Group
Pennsylvania
$316K +$48K +410 +19%
RWM
1136
RBA Wealth Management
California
$315K -$19.3K -165 -6%
PCTC
1137
Perkins Coie Trust Company
Washington
$315K
G
1138
Gainplan
Michigan
$315K +$307K +2,621 New
CC
1139
Courier Capital
New York
$313K
BWFA
1140
Baltimore-Washington Financial Advisors
Maryland
$312K -$6.03M -51,521 -95%
MCA
1141
Magnolia Capital Advisors
Mississippi
$312K +$1.41K +12 +0.5%
BFEC
1142
Benjamin F. Edwards & Company
Missouri
$312K +$45.2K +386 +18%
SWA
1143
Stratos Wealth Advisors
Ohio
$311K +$79.1K +675 +35%
LNWTC
1144
Laird Norton Wetherby Trust Company
Washington
$311K +$83.7K +715 +38%
CHP
1145
Cable Hill Partners
Oregon
$306K +$298K +2,540 New
HWIS
1146
Hancock Whitney Investment Services
Louisiana
$306K +$299K +2,554 New
BAM
1147
Blueshift Asset Management
New Jersey
$303K -$9.35M -79,852 -97%
TIA
1148
Tiemann Investment Advisors
California
$303K
WT
1149
Washington Trust
Rhode Island
$301K -$1.41K -12 -0.5%
FA
1150
Fortis Advisors
Pennsylvania
$301K