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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1076
Jeppson Wealth Management
California
$3.69M -$302K -1,982 -7%
SGI
1077
Summit Global Investments
Utah
$3.68M -$10.6M -69,668 -73%
AFA
1078
Arlington Financial Advisors
California
$3.68M -$211K -1,384 -5%
QCM
1079
Quantinno Capital Management
New York
$3.68M +$310K +2,035 +9%
GWM
1080
GSB Wealth Management
Connecticut
$3.67M -$296K -1,940 -7%
SCP
1081
Shorepoint Capital Partners
Massachusetts
$3.67M +$78.8K +517 +2%
PGIM
1082
Pacific Global Investment Management
California
$3.66M +$299K +1,962 +8%
FM
1083
Foster & Motley
Ohio
$3.65M -$6.71K -44 -0.2%
MAM
1084
Marketfield Asset Management
New York
$3.64M -$430K -2,820 -10%
CWG
1085
Cornerstone Wealth Group
North Carolina
$3.64M +$221K +1,449 +6%
RHDIC
1086
R.H. Dinel Investment Counsel
California
$3.62M
FTUS
1087
Flow Traders U.S.
New York
$3.62M +$3.84M +25,191 New
AAM
1088
Auxier Asset Management
Oregon
$3.61M -$3.81K -25 -0.1%
PIM
1089
Penobscot Investment Management
Massachusetts
$3.6M -$16.8K -110 -0.4%
NAM
1090
NTV Asset Management
West Virginia
$3.59M -$45.8K -300 -1%
HVP
1091
Hudson Value Partners
Florida
$3.59M +$779K +5,109 +29%
VHAM
1092
Van Hulzen Asset Management
California
$3.59M +$92.4K +606 +2%
SIM
1093
Stratos Investment Management
Ohio
$3.58M -$720K -4,719 -16%
AF
1094
Alerus Financial
North Dakota
$3.58M -$130K -855 -3%
BCM
1095
Brookmont Capital Management
Texas
$3.57M +$148K +969 +4%
SG
1096
StoneX Group
New York
$3.57M +$392K +2,571 +12%
AT
1097
Arvest Trust
Oklahoma
$3.57M +$1.02M +6,679 +37%
GFG
1098
Greystone Financial Group
Michigan
$3.56M -$3.16M -20,718 -46%
CCM
1099
CAAS Capital Management
New York
$3.55M +$946K +6,200 +34%
RL
1100
Ruffer LLP
United Kingdom
$3.55M