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Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
1326
Mount Yale Investment Advisors
Colorado
$254K -$36.7K -132 -13%
TL
1327
TrueWealth LLC
Georgia
$254K
UBV
1328
United Bank (Virginia)
Virginia
$252K -$86.9K -313 -27%
TFGT
1329
TS Financial Group (TSFG)
Illinois
$251K
WBC
1330
West Branch Capital
Massachusetts
$250K
NIT
1331
NumerixS Investment Technologies
British Columbia, Canada
$247K +$233K +839 New
Ninety One (UK)
1332
Ninety One (UK)
United Kingdom
$247K +$180M +647,669 +77,287%
CWA
1333
Clarus Wealth Advisors
Arizona
$246K -$41.1K -148 -15%
BWM
1334
BerganKDV Wealth Management
Minnesota
$245K -$555 -2 -0.2%
CCM
1335
Crossvault Capital Management
Texas
$245K +$231K +830 New
SBL
1336
Sargent Bickham Lagudis
Colorado
$243K -$55.5K -200 -20%
SWM
1337
SVA Wealth Management
Wisconsin
$243K -$22.8K -82 -9%
FFG
1338
Frisch Financial Group
New York
$242K +$3.89K +14 +2%
DA
1339
Dillon & Associates
Michigan
$242K +$228K +820 New
CBFP
1340
Cedar Brook Financial Partners
Ohio
$240K +$2.78K +10 +1%
KP
1341
Keel Point
Alabama
$240K +$226K +813 New
BWP
1342
Bernardo Wealth Planning
Pennsylvania
$239K
RPC
1343
Rossmore Private Capital
Connecticut
$239K
CG
1344
Carmignac Gestion
France
$239K +$226K +812 New
BHWM
1345
Bay Harbor Wealth Management
Maryland
$238K
BCM
1346
Bridgeway Capital Management
Texas
$236K -$3.3M -11,900 -94%
PCTC
1347
Perkins Coie Trust Company
Washington
$236K
SHJ
1348
Sharkey, Howes & Javer
Colorado
$236K
DTL
1349
Dynamic Technology Lab
Singapore
$236K +$222K +800 New
MGIA
1350
Moneta Group Investment Advisors
Missouri
$234K +$1.67K +6 +0.8%