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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
826
Plante Moran Financial Advisors
Michigan
$133K – – –
FP
827
Financial Perspectives
Minnesota
$128K -$113K -2,739 -51%
VanEck Associates
828
VanEck Associates
New York
$126K +$4.22K +102 +4%
RA
829
Rational Advisors
New York
$124K -$48.2K -1,165 -31%
VAMG
830
Voisard Asset Management Group
Michigan
$123K – – –
AWM
831
Avior Wealth Management
Nebraska
$121K +$26.3K +636 +34%
BCP
832
Blue Chip Partners
Michigan
$121K -$120K -2,903 -54%
MHR
833
Matthew Hamilton Rosenberg
$117K – – –
SWA
834
SOA Wealth Advisors
New York
$115K – – –
BF
835
BOK Financial
Oklahoma
$110K +$37.6K +910 +67%
CAL
836
Capital Advisors Ltd
Ohio
$107K +$579 +14 +0.6%
SWM
837
Sanctuary Wealth Management
Idaho
$103K – – –
FCA
838
FinTrust Capital Advisors
South Carolina
$102K -$41 -1 -0%
GWM
839
Geneos Wealth Management
Colorado
$100K +$30.5K +737 +55%
BFEC
840
Benjamin F. Edwards & Company
Missouri
$97K -$4.59K -111 -5%
WT
841
Washington Trust
Rhode Island
$95.7K – – –
AAG
842
Armstrong Advisory Group
Massachusetts
$94.3K – – –
WSCM
843
Wellington Shields Capital Management
New York
$92.8K -$165 -4 -0.2%
CA
844
Clearstead Advisors
Ohio
$91.6K -$5.58K -135 -7%
CFD
845
Creative Financial Designs
Indiana
$90.6K -$13.3K -321 -15%
CSWM
846
Cassady Schiller Wealth Management
Ohio
$86.2K +$6.24K +151 +9%
PP
847
PrairieView Partners
Minnesota
$86K -$827 -20 -1%
CSB
848
City State Bank
Iowa
$86K – – –
WPA
849
West Paces Advisors
Georgia
$84K -$42.5K -1,029 -37%
CP
850
Castleview Partners
Texas
$82K -$124 -3 -0.2%