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Name Holding Trade Value Shares
Change
Change in
Stake
SCP
876
Sivia Capital Partners
California
$764K +$220K +303 +36%
BTI
877
Blue Trust Inc
Georgia
$763K +$143K +196 +21%
ESB
878
Essex Savings Bank
Connecticut
$760K +$50.2K +69 +6%
RYIA
879
Roehl & Yi Investment Advisors
Oregon
$759K +$137K +189 +20%
CIA
880
Choate Investment Advisors
Massachusetts
$757K -$159K -219 -16%
GSEP
881
Golden State Equity Partners
California
$756K +$40.7K +56 +5%
BOSSRA
882
B.O.S.S. Retirement Advisors
Utah
$754K -$51.7K -71 -6%
LWAM
883
Legacy Wealth Asset Management
Minnesota
$753K -$1.19M -1,637 -59%
MGIA
884
Moneta Group Investment Advisors
Missouri
$753K +$85.1K +117 +11%
BB
885
Burford Brothers
Texas
$753K +$1.46K +2 +0.2%
BCM
886
BTC Capital Management
Iowa
$750K +$32K +44 +4%
MIM
887
Martin Investment Management
Florida
$744K -$14.6K -20 -2%
TNA
888
True North Advisors
Texas
$739K +$107K +147 +15%
PL
889
Perpetual Ltd
Australia
$736K +$8.73K +12 +1%
IWM
890
IHT Wealth Management
Illinois
$736K -$22.6K -31 -3%
BLC
891
Brown, Lisle/Cummings
Rhode Island
$733K +$4.37K +6 +0.5%
GM
892
GeoWealth Management
Illinois
$728K -$150K -206 -16%
VFA
893
Values First Advisors
Tennessee
$713K +$7.28K +10 +0.9%
WIA
894
World Investment Advisors
California
$709K -$74.2K -102 -9%
RC
895
Roundview Capital
New Jersey
$708K +$128K +176 +20%
VNA
896
Valley National Advisers
Pennsylvania
$707K +$33.5K +46 +4%
AIA
897
Arbor Investment Advisors
North Carolina
$706K +$22.6K +31 +3%
CAGAS
898
Capital Advisory Group Advisory Services
Minnesota
$706K +$158K +217 +26%
FW
899
FullCircle Wealth
Texas
$705K +$58.2K +80 +8%
IAIM
900
International Assets Investment Management
Florida
$702K +$101K +139 +15%