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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
951
Phoenix Wealth Advisors
North Carolina
$91K – – –
BC
952
Bartlett & Co
Ohio
$89K – – –
BCWM
953
Bartlett & Co Wealth Management
Ohio
$88.6K – – –
MIHAS
954
Maj Invest Holding A/S
Denmark
$87K – – –
BA
955
Bellwether Advisors
Nebraska
$82K – – –
WLPWM
956
Walled Lake Planning & Wealth Management
Illinois
$82K +$59.1K +195 +476%
GI
957
Gradient Investments
Minnesota
$80K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
958
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$80K – – –
SQA
959
Simon Quick Advisors
New Jersey
$79K -$20.9K -69 -23%
SIM
960
Sonora Investment Management
Arizona
$79K – – –
Credit Agricole
961
Credit Agricole
France
$74K -$86.6K -286 -57%
PMFA
962
Plante Moran Financial Advisors
Michigan
$74K – – –
MA
963
Montag & Associates
Georgia
$72K – – –
MA
964
MCF Advisors
Kentucky
$71K +$5.76K +19 +10%
NSIM
965
North Star Investment Management
Illinois
$68K +$7.27K +24 +14%
GAM
966
Gemmer Asset Management
California
$65K +$909 +3 +2%
EBA
967
Eagle Bay Advisors
New York
$62K +$53.6K +177 New
HCP
968
Hexagon Capital Partners
Arkansas
$61K – – –
TF
969
TimeScale Financial
Massachusetts
$59K +$20.9K +69 +69%
SCM
970
Silvant Capital Management
Georgia
$57K – – –
TC
971
Trust Company
Kansas
$56K -$11.2K -37 -19%
HIA
972
Harbor Investment Advisory
Maryland
$55K -$138K -456 -74%
CC
973
Cypress Capital
Tennessee
$55K +$13K +43 +37%
NFG
974
Next Financial Group
Texas
$53K -$28.2K -93 -38%
SC
975
Sierra Capital
Florida
$52K – – –