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Name Holding Trade Value Shares
Change
Change in
Stake
CMA
851
Cedar Mountain Advisors
Oregon
$604 – – –
CA
852
Crewe Advisors
Utah
$518 – – –
SA
853
Seneschal Advisors
Washington
$518 +$95 +1 +20%
BC
854
Bayforest Capital
United Kingdom
$518 +$567 +6 New
WBC
855
West Branch Capital
Massachusetts
$432 -$1.04K -11 -69%
CSB
856
City State Bank
Iowa
$432 – – –
FFA
857
Frazier Financial Advisors
Ohio
$432 – – –
GJIA
858
Glass Jacobson Investment Advisors
Maryland
$432 – – –
SIM
859
Sims Investment Management
Ohio
$432 +$473 +5 New
NWS
860
Nvest Wealth Strategies
Ohio
$346 +$378 +4 New
WT
861
Whittier Trust
California
$340 +$378 +4 New
FC
862
Financial Consulate
Maryland
$259 – – –
HHGA
863
Halbert Hargrove Global Advisors
California
$208 +$189 +2 New
LC
864
Luminist Capital
Michigan
$173 – – –
MCA
865
Maryland Capital Advisors
Maryland
$173 +$189 +2 New
SEP
866
Signature Equity Partners
Ohio
$173 +$189 +2 New
SGFG
867
Silver Grove Financial Group
New York
$173 +$189 +2 New
Kayne Anderson Rudnick Investment Management
868
Kayne Anderson Rudnick Investment Management
California
$134 – – –
RWS
869
Retirement Wealth Solutions
Wisconsin
$87 -$189 -2 -67%
CWP
870
Clark Wealth Partners
Illinois
$87 – – –
HIA
871
Highland Investment Advisors
Florida
$86 +$95 +1 New
IWM
872
IMG Wealth Management
Florida
$86 +$95 +1 New
RJA
873
Ross\Johnson & Associates
Minnesota
$86 +$95 +1 New
AA
874
Addison Advisors
Vermont
$9 -$2.55K -27 Closed
AM
875
Atreides Management
Massachusetts
– -$106M -1,315,605 Closed