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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1401
BSW Wealth Partners
Colorado
$414K – – –
KF
1402
Krilogy Financial
Missouri
$414K +$884 +5 +0.2%
VHAM
1403
Van Hulzen Asset Management
California
$413K -$296K -1,672 -43%
CA
1404
Cornerstone Advisory
Maryland
$412K +$4.42K +25 +1%
EAM
1405
Evanson Asset Management
California
$411K +$95.9K +542 +32%
VIA
1406
Vident Investment Advisory
Georgia
$410K +$58K +328 +17%
DWM
1407
Doyle Wealth Management
Florida
$409K -$31.7K -179 -7%
JT
1408
Jump Trading
Illinois
$408K +$241K +1,361 +161%
SIM
1409
SSI Investment Management
California
$407K -$52.2K -295 -12%
PAM
1410
Paradigm Asset Management
New York
$406K – – –
WTFG
1411
Wells Trecaso Financial Group
Ohio
$406K +$20.3K +115 +6%
QIM
1412
Quest Investment Management
Oregon
$405K – – –
FNBOH
1413
First National Bank of Hutchinson
Kansas
$405K +$30.2K +171 +8%
PAA
1414
Peregrine Asset Advisers
Oregon
$400K – – –
RIS
1415
Retirement Income Solutions
Michigan
$400K +$10.1K +57 +3%
BHIA
1416
Birch Hill Investment Advisors
Massachusetts
$399K -$8.84K -50 -2%
EWG
1417
Executive Wealth Group
Washington
$391K – – –
NFG
1418
Nations Financial Group
Iowa
$389K -$27.9K -158 -7%
FFBTD
1419
First Financial Bank - Trust Division
Ohio
$388K +$120K +676 +47%
AA
1420
Apriem Advisors
California
$388K +$124K +700 +50%
BAM
1421
Belpointe Asset Management
Nevada
$387K -$132K -746 -26%
WA
1422
Wealth Architects
California
$387K +$20K +113 +6%
WWM
1423
Windsor Wealth Management
Indiana
$387K +$371K +2,098 New
IAMOG
1424
Investors Asset Management of Georgia
Georgia
$386K – – –
NCM
1425
Northwest Capital Management
Oregon
$386K +$30.1K +170 +9%