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Name Holding Trade Value Shares
Change
Change in
Stake
IP
2201
Intellectus Partners
California
$201K – – –
MA
2202
Maxele Advisors
Missouri
$201K +$190K +926 New
RYIA
2203
Roehl & Yi Investment Advisors
Oregon
$201K +$190K +926 New
CAL
2204
Capital Advisors Ltd
Ohio
$201K +$2.26K +11 +1%
CPIA
2205
Cornell Pochily Investment Advisors
New York
$200K +$189K +920 New
MFP
2206
Meramec Financial Planners
Missouri
$197K +$166K +809 New
SCM
2207
Silvant Capital Management
Georgia
$196K – – –
GTAM
2208
Global Trust Asset Management
Florida
$195K – – –
GWS
2209
Greykasell Wealth Strategies
California
$195K -$34.6K -168 -16%
TC
2210
Trust Company
Kansas
$195K +$185K +899 New
BOJHT
2211
Bank of Jackson Hole Trust
Wyoming
$195K +$10.3K +50 +6%
GIBU
2212
Gulf International Bank (UK)
United Kingdom
$194K +$5.76K +28 +3%
E
2213
Entelevest
Florida
$193K +$183K +891 New
CTA
2214
Colonial Trust Advisors
South Carolina
$193K – – –
RBC
2215
Roble Belko & Company
Pennsylvania
$190K +$10.3K +50 +6%
GFL
2216
Granite FO LLC
New Hampshire
$190K -$2.06K -10 -1%
GKIM
2217
GW&K Investment Management
Massachusetts
$188K +$5.76K +28 +3%
FPB
2218
First PREMIER Bank
South Dakota
$183K – – –
CFFP
2219
Center for Financial Planning
Michigan
$181K +$80.6K +392 +89%
CFG
2220
Chapman Financial Group
Hawaii
$181K +$29.6K +144 +21%
AAG
2221
Armstrong Advisory Group
Massachusetts
$180K -$4.94K -24 -3%
BHWM
2222
Beaird Harris Wealth Management
Texas
$180K -$2.47K -12 -1%
PMFA
2223
Plante Moran Financial Advisors
Michigan
$178K -$35.4K -172 -17%
WBWA
2224
William B. Walkup & Associates
South Carolina
$178K -$26.1K -127 -13%
KFI
2225
Key Financial Inc
Pennsylvania
$176K +$20.8K +101 +14%