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Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
1576
Bank Julius Baer & Co
Switzerland
$186K +$30.4K +198 +15%
SAM
1577
S.A. Mason
Michigan
$185K -$57.5K -375 -20%
PCC
1578
Park Circle Company
Maryland
$182K
BAM
1579
Bellevue Asset Management
Washington
$180K -$7.21K -47 -3%
SBL
1580
Sargent Bickham Lagudis
Colorado
$180K
SWA
1581
Sutton Wealth Advisors
Florida
$179K -$6.13K -40 -3%
MWM
1582
Mascoma Wealth Management
New Hampshire
$178K
OHWP
1583
Oak Harbor Wealth Partners
North Carolina
$176K
GIA
1584
GHP Investment Advisors
Colorado
$174K -$2.61K -17 -1%
BIP
1585
Blueprint Investment Partners
North Carolina
$174K +$220K +1,434 New
JG
1586
Jefferies Group
New York
$170K -$568K -3,702 -72%
IAS
1587
IMA Advisory Services
Colorado
$169K -$70.9K -462 -25%
FMB
1588
Field & Main Bank
Kentucky
$165K -$13K -85 -6%
DIP
1589
DT Investment Partners
Pennsylvania
$164K -$167K -1,091 -45%
GWA
1590
Gibson Wealth Advisors
Texas
$164K -$25.8K -168 -11%
EWM
1591
Evermay Wealth Management
Virginia
$163K -$5.83K -38 -3%
FPB
1592
First PREMIER Bank
South Dakota
$161K +$193K +1,256 +1,794%
MA
1593
MCF Advisors
Kentucky
$158K -$76.7K -500 -28%
AWM
1594
Accel Wealth Management
Iowa
$158K
PO
1595
Private Ocean
California
$157K -$219K -1,425 -52%
Cohen & Steers
1596
Cohen & Steers
New York
$157K
GG
1597
Gleason Group
Kentucky
$156K
JFA
1598
JNBA Financial Advisors
Minnesota
$154K
GWSG
1599
GPS Wealth Strategies Group
Colorado
$152K +$67.6K +441 +54%
HWA
1600
Heritage Wealth Advisors
Virginia
$149K