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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
2601
Fairfield Financial Advisors
Massachusetts
$197K -$16.6K -194 -7%
LS
2602
Livforsakringsbolaget Skandia
Sweden
$196K – – –
CJL
2603
Cyrus J. Lawrence
New York
$194K – – –
SIS
2604
Sound Income Strategies
Florida
$192K +$18.2K +213 +10%
VCM
2605
Versant Capital Management
Arizona
$192K -$7.17K -84 -3%
AP
2606
Atwood & Palmer
Missouri
$192K – – –
BFA
2607
BBJS Financial Advisors
Washington
$191K -$2.24M -26,267 -92%
CB
2608
Centennial Bank
Arkansas
$190K – – –
CAL
2609
Capital Advisors Ltd
Ohio
$189K -$6.06K -71 -3%
IPW
2610
Impact Partnership Wealth
Georgia
$189K +$138K +1,614 +225%
CQS
2611
Credential Qtrade Securities
$187K -$625K -7,321 -76%
GWMIA
2612
Global Wealth Management Investment Advisory
Florida
$186K -$12.6K -148 -6%
BWL
2613
Bogart Wealth LLC
Virginia
$184K -$2.82M -33,047 -94%
PPC
2614
Park Place Capital
Alabama
$183K -$184K -2,156 -49%
SAM
2615
S.A. Mason
Michigan
$182K +$17.1K +200 +10%
TWP
2616
TFO Wealth Partners
Ohio
$182K +$1.02K +12 +0.6%
ME
2617
McIlrath & Eck
Washington
$182K -$17.4K -204 -8%
ZB
2618
Zions Bancorporation
Utah
$180K -$80.5K -942 -30%
OP
2619
ORG Partners
Indiana
$177K -$322K -3,766 -63%
TIM
2620
Tortoise Investment Management
New York
$176K -$11.7K -137 -6%
SIC
2621
SJS Investment Consulting
Ohio
$174K +$2.05K +24 +1%
IWP
2622
IAG Wealth Partners
Wisconsin
$173K +$13.9K +163 +8%
AAP
2623
Arax Advisory Partners
Colorado
$173K -$1.11K -13 -0.6%
LF
2624
Lee Financial
Texas
$172K +$2.82K +33 +2%
BAAM
2625
Baker Avenue Asset Management
California
$171K -$89.3K -1,046 -33%