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Name Holding Trade Value Shares
Change
Change in
Stake
CC
701
Cadinha & Co
Hawaii
$414K
AP
702
Advisors Preferred
Maryland
$414K +$14.5K +84 +3%
JFA
703
Johanson Financial Advisors
California
$412K -$25.1K -146 -6%
HAG
704
HighPoint Advisor Group
Illinois
$412K +$40.1K +233 +10%
AT
705
Arden Trust
Delaware
$409K
PBC
706
Pavion Blue Capital
California
$409K
Vontobel Holding
707
Vontobel Holding
Switzerland
$407K -$37.5K -218 -8%
LA
708
Latitude Advisors
Florida
$407K +$220K +1,275 +108%
AGA
709
Accuvest Global Advisors
Utah
$406K +$422K +2,449 New
TW
710
TrinityPoint Wealth
Connecticut
$404K -$11.2K -65 -3%
CPSAC
711
Chas P. Smith & Associates (CPS)
Florida
$402K +$27.6K +160 +7%
SFFS
712
Stonehage Fleming Financial Services
Jersey
$401K
WIC
713
Woodmont Investment Counsel
Tennessee
$398K -$4.99K -29 -1%
MYIA
714
Mount Yale Investment Advisors
Colorado
$398K +$414K +2,402 New
EGM
715
Engineers Gate Manager
New York
$397K -$972K -5,643 -70%
BSB
716
Bangor Savings Bank
Maine
$395K
M
717
MOTCO
Texas
$394K -$4.3K -25 -1%
CAM
718
Cubic Asset Management
Massachusetts
$394K +$410K +2,380 New
Lido Advisors
719
Lido Advisors
California
$392K +$50.6K +294 +14%
IAIM
720
International Assets Investment Management
Florida
$391K +$11.4K +66 +3%
SPC
721
Stewart & Patten Company
California
$384K -$60.3K -350 -13%
FWP
722
FAS Wealth Partners
Kansas
$384K +$1.72K +10 +0.4%
PA
723
Parallel Advisors
California
$383K -$42.7K -248 -10%
MA
724
Mutual Advisors
Nebraska
$383K +$30.8K +179 +8%
DMBA
725
Deseret Mutual Benefit Administrators
Utah
$382K +$339K +1,966 +577%