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Name Holding Trade Value Shares
Change
Change in
Stake
WWA
1676
Wisconsin Wealth Advisors
Wisconsin
$908K +$1.96K +8 +0.2%
EAM
1677
Evanson Asset Management
California
$906K +$2.44K +10 +0.3%
RA
1678
Ruggaard & Associates
Ohio
$905K +$20.5K +84 +3%
LWM
1679
Lionsbridge Wealth Management
Florida
$903K -$17.9K -73 -2%
QP
1680
Quartz Partners
New York
$903K +$155K +632 +24%
ACM
1681
Ascent Capital Management
Oregon
$900K +$27.6K +113 +4%
KOCAA
1682
Knights of Columbus Asset Advisors
Connecticut
$895K -$620K -2,534 -44%
Nicholas Hoffman & Company
1683
Nicholas Hoffman & Company
Georgia
$894K -$42.3K -173 -5%
MPCG
1684
Matrix Private Capital Group
New York
$894K – – –
HC
1685
Hara Capital
Washington
$894K -$8.56K -35 -1%
GBT
1686
Grove Bank & Trust
Florida
$893K -$29.1K -119 -4%
TGAM
1687
TBH Global Asset Management
Tennessee
$893K -$46K -188 -6%
CCA
1688
Childress Capital Advisors
Texas
$891K +$462K +1,891 +145%
RFA
1689
Resurgent Financial Advisors
Georgia
$891K +$780K +3,191 New
PBO
1690
Peoples Bank (Ohio)
Ohio
$890K +$4.89K +20 +0.6%
MSRI
1691
Michael S. Ryan Inc
New York
$887K -$15.2K -62 -2%
CPA
1692
Cardiff Park Advisors
California
$884K +$42.8K +175 +6%
MWA
1693
Meridian Wealth Advisors
Texas
$884K – – –
SWM
1694
Stockman Wealth Management
Montana
$884K +$73.4K +300 +10%
FSC
1695
Full Sail Capital
Oklahoma
$881K +$147K +600 +23%
TF
1696
Tudor Financial
Ohio
$880K – – –
PAMI
1697
Perseverance Asset Management International
Cayman Islands
$877K +$768K +3,141 New
WA
1698
Wealth Architects
California
$872K -$87.8K -359 -10%
AWCI
1699
Alpine Woods Capital Investors
New York
$870K – – –
TW
1700
TritonPoint Wealth
Maryland
$869K -$2.93K -12 -0.4%