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Name Holding Trade Value Shares
Change
Change in
Stake
WTC
601
WhitTier Trust Company
Nevada
$917K -$6.77M -50,287 -88%
BEI
602
Benjamin Edwards Inc
Missouri
$912K +$179K +1,331 +24%
CF
603
Copperwynd Financial
Arizona
$906K -$38.9K -289 -4%
SMA
604
Sage Mountain Advisors
Georgia
$906K -$52.1K -387 -5%
DIA
605
Dana Investment Advisors
Wisconsin
$904K +$79.7K +592 +9%
BFG
606
Bleakley Financial Group
New Jersey
$899K -$11.9K -88 -1%
NCM
607
Nelson Capital Management
California
$898K
WAP
608
Wealthcare Advisory Partners
Pennsylvania
$897K +$309K +2,296 +51%
MFA
609
Morling Financial Advisors
California
$886K -$5.52K -41 -0.6%
SM
610
STF Management
Texas
$879K +$24.4K +181 +3%
FHB
611
First Hawaiian Bank
Hawaii
$871K +$551K +4,094 +161%
RA
612
RFG Advisory
Alabama
$870K +$286K +2,123 +47%
FCM
613
Fortis Capital Management
Washington
$864K +$3.91K +29 +0.4%
BWA
614
Bordeaux Wealth Advisors
California
$863K +$135 +1 +0%
BHIA
615
Birch Hill Investment Advisors
Massachusetts
$849K +$870K +6,460 New
MOS
616
MGO One Seven
Ohio
$840K +$383K +2,844 +80%
MSA
617
MUFG Securities Americas
New York
$840K +$861K +6,391 New
F8IS
618
Figure 8 Investment Strategies
Idaho
$834K +$855K +6,350 New
AI
619
AXS Investments
New York
$830K +$64.9K +482 +8%
TSS
620
Two Sigma Securities
New York
$825K +$846K +6,281 New
AP
621
Appleton Partners
Massachusetts
$824K +$9.16K +68 +1%
SWP
622
Stratos Wealth Partners
Ohio
$824K -$14.4K -107 -2%
TIM
623
Thornburg Investment Management
New Mexico
$815K -$102K -756 -11%
CMTU
624
Capital Markets Trading (UK)
United Kingdom
$814K -$377K -2,801 -31%
EFM
625
E Fund Management
China
$813K -$442K -3,282 -35%