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Name Holding Trade Value Shares
Change
Change in
Stake
DADC
551
D.A. Davidson & Co
Montana
$644K -$628K -2,271 -49%
GIA
552
GHP Investment Advisors
Colorado
$643K +$32.6K +118 +5%
NA
553
NewEdge Advisors
Louisiana
$642K -$155K -559 -19%
KIG
554
Kennedy Investment Group
New Jersey
$641K -$14.7K -53 -2%
Vanguard Capital Wealth Advisors
555
Vanguard Capital Wealth Advisors
Colorado
$639K – – –
KAS
556
Kestra Advisory Services
Texas
$634K -$1.71M -6,163 -73%
SP
557
Symmetry Partners
Connecticut
$633K – – –
MTIC
558
Missouri Trust & Investment Company
Missouri
$630K -$108K -390 -15%
TCOV
559
Trust Company of Vermont
Vermont
$628K +$10.2K +37 +2%
RFC
560
Regions Financial Corp
Alabama
$623K +$60.6K +219 +11%
RWA
561
Ropes Wealth Advisors
Massachusetts
$618K +$4.7K +17 +0.8%
HI
562
Humankind Investments
New York
$614K +$51.5K +186 +9%
CPC
563
Cookson Peirce & Co
Pennsylvania
$606K -$36K -130 -6%
AA
564
Auxano Advisors
Washington
$603K +$29.9K +108 +5%
JIC
565
Johnson Investment Counsel
Ohio
$602K -$4.15K -15 -0.7%
EWM
566
Evercore Wealth Management
New York
$601K +$3.6K +13 +0.6%
CCM
567
Coldstream Capital Management
Washington
$598K -$5.53K -20 -0.9%
CUAMC
568
China Universal Asset Management Company
China
$593K -$642K -2,320 -52%
UBG
569
United Bank (Georgia)
Georgia
$592K +$590K +2,131 New
WIM
570
Westside Investment Management
California
$582K -$13.8K -50 -2%
JMFC
571
J.M. Forbes & Co
Massachusetts
$578K -$5.81K -21 -1%
FLPIM
572
F.L. Putnam Investment Management
Massachusetts
$574K +$16K +58 +3%
QPBE
573
Quintet Private Bank (Europe)
Luxembourg
$568K +$566K +2,044 New
EP
574
Eudaimonia Partners
Tennessee
$568K – – –
IB
575
Intrust Bank
Kansas
$568K +$144K +522 +34%