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Name Holding Trade Value Shares
Change
Change in
Stake
GCAC
2701
Guardian Capital Advisors (Canada)
Ontario, Canada
$307K -$48.7K -238 -14%
WIA
2702
World Investment Advisors
California
$307K -$29.1K -142 -9%
MCG
2703
MACRO Consulting Group
New Jersey
$307K +$1.64K +8 +0.6%
SWM
2704
Stockman Wealth Management
Montana
$307K +$44K +215 +18%
MAP
2705
Milestone Advisory Partners
North Carolina
$306K
BO
2706
Bank OZK
Arkansas
$306K +$3.07K +15 +1%
AA
2707
Alesco Advisors
New York
$305K
FI
2708
Financial Insights
Washington
$304K
FP
2709
Financial Perspectives
Minnesota
$304K +$117K +573 +70%
GEM
2710
Global Endowment Management
North Carolina
$301K -$10.2M -49,703 -97%
EFL
2711
ERn Financial LLC
Wisconsin
$301K
IFAM
2712
Institutional & Family Asset Management
Colorado
$300K +$1.23K +6 +0.4%
PO
2713
Private Ocean
California
$300K +$10.6K +52 +4%
DLHL
2714
Donald L. Hagan LLC
Florida
$299K
LI
2715
LVZ Inc
Michigan
$299K
JGIA
2716
Jackson Grant Investment Advisers
Connecticut
$299K +$156K +764 +126%
PFA
2717
Pure Financial Advisors
California
$298K -$46K -225 -14%
BMWM
2718
Brown Miller Wealth Management
Virginia
$298K +$279K +1,362 New
BWM
2719
BCS Wealth Management
Tennessee
$297K +$2.46K +12 +0.9%
NA
2720
Nottingham Advisors
New York
$296K
GL
2721
Graypoint LLC
New York
$294K +$18K +88 +7%
ACM
2722
AUA Capital Management
Pennsylvania
$293K
PCA
2723
Peddock Capital Advisors
Massachusetts
$293K
KFI
2724
Key Financial Inc
Pennsylvania
$293K +$5.73K +28 +2%
PWM
2725
PRW Wealth Management
Massachusetts
$291K