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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
826
Shelton Capital Management
Colorado
$660K
PWP
827
Principle Wealth Partners
Connecticut
$658K
WP
828
WMS Partners
Maryland
$652K +$620K +3,050 New
WPW
829
Waldron Private Wealth
Pennsylvania
$651K -$42.3K -208 -6%
SFA
830
Sequoia Financial Advisors
Ohio
$648K +$230K +1,134 +60%
CCG
831
Ceeto Capital Group
Florida
$644K
OF
832
Outfitter Financial
Maine
$642K
CCM
833
Coldstream Capital Management
Washington
$640K +$23K +113 +4%
TCM
834
Teza Capital Management
Illinois
$638K +$607K +2,985 New
SC
835
Savant Capital
Illinois
$632K +$63K +310 +12%
JIP
836
Jaffetilchin Investment Partners
Florida
$631K +$76.6K +377 +14%
FAB
837
First American Bank
Illinois
$629K
S
838
SignatureFD
Georgia
$627K +$76.2K +375 +15%
AC
839
ASB Consultores
Florida
$622K -$226K -1,114 -28%
BSA
840
Bull Street Advisors
Georgia
$622K +$6.1K +30 +1%
BAM
841
Boyar Asset Management
New York
$616K +$17.1K +84 +3%
HIM
842
Hillsdale Investment Management
Ontario, Canada
$614K +$583K +2,870 New
HJIM
843
Henry James International Management
New York
$613K +$2.03K +10 +0.3%
OIA
844
Optimum Investment Advisors
Illinois
$607K -$30.5K -150 -5%
GWM
845
GSB Wealth Management
Connecticut
$605K +$406 +2 +0.1%
MFW
846
Meristem Family Wealth
Minnesota
$603K -$391K -1,922 -41%
KFP
847
KB Financial Partners
New Jersey
$603K +$37K +182 +7%
SC
848
Saturna Capital
Washington
$601K
WG
849
Welch Group
Alabama
$601K
CGL
850
Clarius Group LLC
Washington
$597K