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Name Holding Trade Value Shares
Change
Change in
Stake
MFP
1701
Meridian Financial Partners
Virginia
$725K +$759K +5,494 New
CL
1702
CPWM LLC
Washington
$724K -$414 -3 -0.1%
GIA
1703
Gladstone Institutional Advisory
Florida
$724K +$758K +5,489 New
WTB
1704
Washington Trust Bank
Washington
$723K -$11.2K -81 -1%
MWM
1705
MorganRosel Wealth Management
Colorado
$723K +$757K +5,482 New
MWM
1706
Mission Wealth Management
California
$722K +$95.6K +692 +14%
BEAM
1707
Baker Ellis Asset Management
Washington
$721K -$110K -800 -13%
QCM
1708
Quantinno Capital Management
New York
$719K +$752K +5,446 New
CCM
1709
Canal Capital Management
Virginia
$717K -$24K -174 -3%
CFA
1710
Carroll Financial Associates
North Carolina
$711K -$25.4K -184 -3%
IIA
1711
IPG Investment Advisors
California
$710K +$103K +749 +16%
BFO
1712
Biltmore Family Office
North Carolina
$707K +$95.2K +689 +15%
SWA
1713
Sutton Wealth Advisors
Florida
$706K +$4.42K +32 +0.6%
TCM
1714
Tradewinds Capital Management
Washington
$704K +$43.6K +316 +6%
HMS
1715
Hanseatic Management Services
New Mexico
$697K +$120K +871 +20%
GWCM
1716
Godshalk Welsh Capital Management
Pennsylvania
$695K +$36.7K +266 +5%
RCM
1717
RNC Capital Management
California
$695K +$43.1K +312 +6%
WCM
1718
Windsor Capital Management
Arizona
$694K -$120K -867 -14%
HPWM
1719
Highland Private Wealth Management
Washington
$692K +$24.4K +177 +3%
ECM
1720
Element Capital Management
New York
$690K -$7.88M -57,079 -92%
FC
1721
Ferris Capital
Massachusetts
$689K -$8.7K -63 -1%
BCM
1722
Bienville Capital Management
New York
$686K +$719K +5,203 New
IIC
1723
Ironwood Investment Counsel
Arizona
$685K -$555K -4,016 -44%
BCM
1724
Brasada Capital Management
Texas
$685K +$24.3K +176 +4%
HA
1725
Harfst & Associates
Wyoming
$684K +$31.5K +228 +5%