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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
ZBNA
1201
Zions Bancorporation, National Association
Utah
$781K +$73.4K +225 +11%
GC
1202
Grimes & Company
Massachusetts
$780K +$3.59K +11 +0.5%
AA
1203
Armis Advisers
Georgia
$780K +$19.2K +59 +3%
FF
1204
Farrell Financial
New York
$779K – – –
AF
1205
Advisornet Financial
Minnesota
$779K -$19.6K -60 -3%
CIA
1206
Covington Investment Advisors
Pennsylvania
$778K – – –
AWC
1207
Abundance Wealth Counselors
Pennsylvania
$777K +$979 +3 +0.1%
TW
1208
ticino wealth
California
$771K +$62.3K +191 +9%
PCA
1209
Purkiss Capital Advisors
Connecticut
$771K +$29K +89 +4%
E
1210
Evansbrook
Illinois
$769K – – –
WCP
1211
Wick Capital Partners
Pennsylvania
$769K +$55.8K +171 +8%
TA
1212
TKG Advisors
Indiana
$764K +$77K +236 +12%
NB
1213
Nicolet Bankshares
Wisconsin
$762K +$4.89K +15 +0.7%
AWA
1214
Argos Wealth Advisors
California
$762K +$170K +522 +30%
TSW
1215
Thompson Siegel & Walmsley
Virginia
$757K – – –
HJIM
1216
Henry James International Management
New York
$757K – – –
GI
1217
GS Investments
Minnesota
$755K -$979K -3,000 -58%
WFI
1218
West Family Investments
California
$754K +$152K +466 +27%
BSTWA
1219
Blake Schutter Theil Wealth Advisors
Ohio
$752K – – –
MWM
1220
Modera Wealth Management
New Jersey
$746K +$2.94K +9 +0.4%
PK
1221
Pflug Koory
Nebraska
$744K +$13.4K +41 +2%
SCA
1222
Sandy Cove Advisors
Massachusetts
$743K -$1.63K -5 -0.2%
DIM
1223
Delta Investment Management
California
$743K +$6.85K +21 +1%
IIC
1224
Ironwood Investment Counsel
Arizona
$740K -$30K -92 -4%
GSC
1225
G&S Capital
Colorado
$738K -$3.26K -10 -0.5%
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