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Name Holding Trade Value Shares
Change
Change in
Stake
DTC
2501
Davidson Trust Company
Washington
$487K -$34.8K -170 -7%
RWM
2502
Raffa Wealth Management
District of Columbia
$484K -$7.57K -37 -2%
RWA
2503
RGT Wealth Advisors
Texas
$483K +$452K +2,208 New
FA
2504
Fortis Advisors
Pennsylvania
$478K +$17.4K +85 +4%
RW
2505
Rede Wealth
Virginia
$478K +$447K +2,186 New
NVIM
2506
New Vernon Investment Management
Illinois
$477K
BWM
2507
Biltmore Wealth Management
Arizona
$477K +$31.5K +154 +8%
MIG
2508
McGuire Investment Group
Rhode Island
$475K
RA
2509
Reby Advisors
Connecticut
$474K +$443K +2,165 New
1IA
2510
1834 Investment Advisors
Wisconsin
$473K -$46K -225 -9%
PIM
2511
Perpetual Investment Management
Australia
$472K +$442K +2,159 New
CAM
2512
Crestone Asset Management
Colorado
$471K -$819 -4 -0.2%
BG
2513
Berry Group
Massachusetts
$471K
RFO
2514
RiverGlades Family Offices
Florida
$470K
BWM
2515
BerganKDV Wealth Management
Minnesota
$470K +$60.4K +295 +16%
CCG
2516
Chatham Capital Group
Georgia
$470K +$112K +549 +34%
CCA
2517
Cadent Capital Advisors
Oklahoma
$470K +$439K +2,147 New
HIM
2518
Harbour Investment Management
Washington
$468K
SIAG
2519
Safeguard Investment Advisory Group
California
$468K +$438K +2,139 New
NP
2520
NorthRock Partners
Minnesota
$467K -$124K -606 -22%
EA
2521
Emerald Advisors
Washington
$467K -$69.4K -339 -14%
QAM
2522
QCI Asset Management
New York
$467K +$95.4K +466 +28%
SFG
2523
SageGuard Financial Group
Tennessee
$467K +$437K +2,134 New
TCWM
2524
Total Clarity Wealth Management
Illinois
$465K +$8.8K +43 +2%
AWM
2525
Altavista Wealth Management
North Carolina
$463K +$16.4K +80 +4%