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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1701
Glovista Investments
New Jersey
$262K -$33.8K -100 -11%
UIA
1702
UBP Investment Advisors
Switzerland
$262K – – –
RAM
1703
Redmond Asset Management
Virginia
$261K -$415K -1,227 -61%
GFP
1704
Gryphon Financial Partners
Ohio
$261K -$8.11K -24 -3%
BFG
1705
Bouchey Financial Group
New York
$259K – – –
CWA
1706
Clarus Wealth Advisors
Arizona
$258K -$33.1K -98 -11%
BCM
1707
BTC Capital Management
Iowa
$258K – – –
CM
1708
Capital Management
Virginia
$258K – – –
SIM
1709
Sadoff Investment Management
Wisconsin
$257K +$3.38K +10 +1%
BC
1710
Burleson & Co
California
$256K – – –
CRIG
1711
Charter Research & Investment Group
Connecticut
$252K -$8.45K -25 -3%
RPGK
1712
Retirement Planning Group (Kansas)
Kansas
$252K – – –
MA
1713
MANA Advisors
New York
$251K -$61.8K -183 -19%
NB
1714
Nicolet Bankshares
Wisconsin
$251K – – –
SCM
1715
Stordahl Capital Management
Colorado
$249K – – –
FC
1716
Financial Consulate
Maryland
$247K +$10.1K +30 +4%
DAM
1717
Doheny Asset Management
California
$247K +$254K +752 New
TIA
1718
Tandem Investment Advisors
South Carolina
$246K -$52K -154 -17%
OAM
1719
Occidental Asset Management
California
$246K – – –
VIA
1720
Vantage Investment Advisors
Pennsylvania
$245K -$312K -924 -55%
CRWM
1721
Castle Rock Wealth Management
California
$244K -$371K -1,099 -60%
WCM
1722
Windsor Capital Management
Arizona
$244K -$127K -377 -34%
OFW
1723
Omnia Family Wealth
Florida
$244K -$18.9K -56 -7%
CAM
1724
Concorde Asset Management
Michigan
$243K -$75.7K -224 -23%
AAM
1725
Autus Asset Management
Arizona
$243K -$10.8K -32 -4%
67 68
69
70 71