Name Holding Trade Value Shares
Change
Change in
Stake
AF
1101
Advisornet Financial
Minnesota
$247K -$2.1K -6 -0.8%
ITG
1102
Index Technologies Group
New York
$247K +$274K +785 New
FCBT
1103
First Citizens Bank & Trust
North Carolina
$246K +$10.8K +31 +4%
JDLA
1104
J. Derek Lewis & Associates
California
$245K – – –
UF
1105
Univest Financial
Pennsylvania
$244K – – –
CMBA
1106
C.M. Bidwell & Associates
Hawaii
$244K -$295K -845 -52%
AIFAIM
1107
American Institute for Advanced Investment Management
Arizona
$244K +$69.8K +200 +1%
TC
1108
Trilogy Capital
California
$244K -$11.5K -33 -4%
BST
1109
Bath Savings Trust
Maine
$243K -$4.19K -12 -2%
PBC
1110
Pavion Blue Capital
California
$243K – – –
SB
1111
Strategic Blueprint
Georgia
$241K -$5.59K -16 -2%
EB
1112
Eastern Bank
Massachusetts
$240K – – –
BCI
1113
Blue Capital Inc
Nebraska
$240K +$267K +764 New
AA
1114
Alta Advisers
United Kingdom
$240K – – –
CFP
1115
Catalyst Financial Partners
Massachusetts
$240K +$42.6K +122 +19%
KP
1116
Keel Point
Alabama
$238K -$141K -404 -35%
IWP
1117
Innova Wealth Partners
Pennsylvania
$237K – – –
AT
1118
American Trust
Kentucky
$236K +$263K +752 New
FHC
1119
First Heartland Consultants
Missouri
$235K -$11.2K -32 -4%
VIM
1120
Vancity Investment Management
British Columbia, Canada
$235K +$5.24K +15 +2%
HKIMG
1121
Hutchens & Kramer Investment Management Group
Indiana
$234K +$260K +746 New
CWM
1122
Cornerstone Wealth Management
Missouri
$234K +$8.73K +25 +3%
VEM
1123
Vann Equity Management
Texas
$233K +$259K +743 New
CCA
1124
Childress Capital Advisors
Texas
$233K -$311K -891 -55%
SFO
1125
Stokes Family Office
Louisiana
$233K -$137K -392 -35%