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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
1226
Patriot Financial Group Insurance Agency
Massachusetts
$468K -$915K -3,861 -63%
TAM
1227
Tealwood Asset Management
Minnesota
$467K -$714K -3,016 -57%
CCWM
1228
Cassaday & Co Wealth Management
Virginia
$466K +$2.37K +10 +0.4%
PIA
1229
Perennial Investment Advisors
California
$465K -$50.2K -212 -9%
FBC
1230
Fairfield, Bush & Co
Connecticut
$465K -$68K -287 -11%
SCM
1231
SCS Capital Management
Massachusetts
$464K -$10.4K -44 -2%
TWM
1232
Tolleson Wealth Management
Texas
$463K – – –
EFMH
1233
E Fund Management (HK)
Hong Kong
$462K +$175K +740 +49%
VCP
1234
Vista Capital Partners
Oregon
$461K -$21.6K -91 -4%
BWP
1235
Balboa Wealth Partners
Arizona
$459K -$7.82K -33 -1%
ACM
1236
Advisors Capital Management
New Jersey
$458K -$18.5K -78 -3%
SOS
1237
Silver Oak Securities
Tennessee
$457K +$105K +444 +25%
PCMK
1238
Paragon Capital Management (Kansas)
Kansas
$457K -$6.16K -26 -1%
ZIC
1239
ZWJ Investment Counsel
Georgia
$457K +$284K +1,200 +117%
CA
1240
Crumly & Associates
Illinois
$455K +$73.9K +312 +16%
IAN
1241
Integrated Advisors Network
Texas
$454K -$250K -1,056 -32%
MW
1242
Maia Wealth
Colorado
$453K -$177K -748 -25%
PFA
1243
Pure Financial Advisors
California
$453K +$17.1K +72 +3%
PAM
1244
Palisade Asset Management
Minnesota
$449K +$519K +2,190 New
ACIM
1245
Azimuth Capital Investment Management
Michigan
$447K – – –
VA
1246
Valmark Advisers
Ohio
$447K +$105K +444 +26%
UB
1247
Umpqua Bank
Oregon
$446K -$204K -863 -28%
SWM
1248
Spire Wealth Management
Virginia
$446K -$5.18M -21,858 -91%
HP
1249
Haven Private
Florida
$446K -$49.7K -210 -9%
VFA
1250
Valeo Financial Advisors
Indiana
$443K -$109K -459 -18%