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Name Holding Trade Value Shares
Change
Change in
Stake
TWI
651
Thomas White International
Illinois
$460K – – –
KTC
652
Kistler-Tiffany Companies
Pennsylvania
$452K -$23.9K -139 -5%
TC
653
Telemus Capital
Michigan
$451K -$22.3K -130 -4%
GIA
654
Guyasuta Investment Advisors
Pennsylvania
$450K +$94.7K +551 +25%
IP
655
Intellectus Partners
California
$446K -$123K -716 -21%
CP
656
Camelot Portfolios
Ohio
$446K +$859 +5 +0.2%
MCM
657
Mengis Capital Management
Oregon
$445K – – –
SG
658
StoneX Group
New York
$442K +$71.7K +417 +18%
WCM
659
Whitener Capital Management
North Carolina
$441K +$155K +900 +49%
HNB
660
Huntington National Bank
Ohio
$440K -$35.7K -208 -7%
HTC
661
Haverford Trust Company
Pennsylvania
$437K +$19.9K +116 +4%
CAN
662
Claraphi Advisory Network
United States
$434K -$4.98K -29 -1%
BAC
663
Boys Arnold & Co
North Carolina
$423K -$43K -250 -9%
DG
664
Delek Group
Israel
$419K -$127K -738 -22%
GIA
665
Granite Investment Advisors
New Hampshire
$415K +$22.9K +133 +5%
UAS
666
United Asset Strategies
New York
$404K +$54.1K +315 +14%
EWM
667
Evercore Wealth Management
New York
$402K -$3.78K -22 -0.9%
FFWA
668
FRG Family Wealth Advisors
Washington
$400K -$43K -250 -9%
FGC
669
Financial Gravity Companies
Texas
$400K +$76K +442 +19%
FGAM
670
Financial Gravity Asset Management
Texas
$400K +$472K +2,745 New
IBOK
671
Independence Bank of Kentucky
Kentucky
$398K +$149K +865 +54%
IWM
672
IHT Wealth Management
Illinois
$396K -$19.8K -115 -4%
SCA
673
STALEY CAPITAL ADVISERS
Pennsylvania
$394K – – –
GEA
674
Glen Eagle Advisors
New Jersey
$393K +$13.1K +76 +3%
ACM
675
AlphaStar Capital Management
North Carolina
$391K +$44K +256 +12%