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Weyerhaeuser

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
501
J.W. Cole Advisors
Florida
$760K +$75.3K +1,975 +9%
KJWM
502
Kiley Juergens Wealth Management
Washington
$751K -$159K -4,162 -16%
BWM
503
Biltmore Wealth Management
Arizona
$751K -$5.26K -138 -0.6%
BW
504
Basepoint Wealth
Iowa
$741K +$604K +15,837 +242%
RIA
505
Recurrent Investment Advisors
Texas
$739K – – –
HWM
506
HB Wealth Management
Georgia
$733K +$8.12K +213 +1%
KACA
507
Kayne Anderson Capital Advisors
California
$725K -$3.81K -100 -0.5%
RFC
508
Regions Financial Corp
Alabama
$713K +$27K +709 +3%
WMSA
509
Weiss Multi-Strategy Advisers
New York
$713K +$821K +21,534 New
IC
510
Intersect Capital
California
$711K -$149K -3,905 -15%
BF
511
BOK Financial
Oklahoma
$706K +$648 +17 +0.1%
MPI
512
Mairs & Power Inc
Minnesota
$696K -$61.1K -1,602 -7%
FI
513
Fractal Investments
Connecticut
$692K +$64.8K +1,700 +9%
MWM
514
Mission Wealth Management
California
$686K +$7.66K +201 +1%
SC
515
Schulhoff & Co
Ohio
$685K -$3.81K -100 -0.5%
FFG
516
Fortem Financial Group
California
$685K +$788K +20,680 New
MPAM
517
Murphy Pohlad Asset Management
Minnesota
$683K – – –
CT
518
Caldwell Trust
Florida
$682K -$118K -3,100 -13%
CFA
519
CWS Financial Advisors
Michigan
$678K -$55.6K -1,458 -7%
RG
520
Rathbones Group
United Kingdom
$676K -$770K -20,200 -50%
KA
521
Kintegral Advisory
New York
$674K +$16.4K +431 +2%
FPF
522
First Pacific Financial
Washington
$670K +$43.9K +1,151 +6%
CIC
523
Cornercap Investment Counsel
Georgia
$660K – – –
LIMS
524
Lasalle Investment Management Securities
Maryland
$658K +$31.1K +817 +4%
CC
525
Courier Capital
New York
$656K -$5.57K -146 -0.7%