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Name Holding Trade Value Shares
Change
Change in
Stake
RA
1826
Rational Advisors
New York
$755K -$1M -8,962 -57%
CBFP
1827
Cedar Brook Financial Partners
Ohio
$753K +$209K +1,867 +38%
Vanguard Capital Wealth Advisors
1828
Vanguard Capital Wealth Advisors
Colorado
$751K +$108K +966 +17%
CAW
1829
Cornerstone Advisors (Washington)
Washington
$748K +$77K +689 +11%
NCM
1830
Novare Capital Management
North Carolina
$743K -$1.45K -13 -0.2%
ACA
1831
Anchor Capital Advisors
Massachusetts
$743K +$27.7K +248 +4%
VAG
1832
VisionPoint Advisory Group
Texas
$742K -$2.19M -19,585 -75%
MC
1833
Mathes Company
New York
$738K -$89.4K -800 -11%
AIM
1834
Aspen Investment Management
Michigan
$736K – – –
ZB
1835
Zions Bancorporation
Utah
$736K +$741K +6,631 New
SAM
1836
Silphium Asset Management
United Kingdom
$735K +$740K +6,622 New
TL
1837
TrueWealth LLC
Georgia
$735K +$21.8K +195 +3%
ONB
1838
Old National Bancorp
Indiana
$734K -$80.5K -720 -10%
SAA
1839
Southeast Asset Advisors
Georgia
$733K +$2.12K +19 +0.3%
W
1840
WealthOne
New York
$732K -$21.8K -195 -23%
BS
1841
Bessemer Securities
New York
$731K – – –
IIM
1842
Ipswich Investment Management
Massachusetts
$728K +$12.3K +110 +2%
GCAC
1843
Guardian Capital Advisors (Canada)
Ontario, Canada
$724K -$25.5K -228 -4%
CCM
1844
Chickasaw Capital Management
Tennessee
$724K -$5.59K -50 -0.8%
MFG
1845
Monte Financial Group
Connecticut
$724K +$29.3K +262 +4%
PFC
1846
Phocas Financial Corp
California
$721K +$12.6K +113 +2%
LSAG
1847
Lake Street Advisors Group
New Hampshire
$718K +$106K +946 +17%
GBBWRPM
1848
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$714K +$166K +1,486 +30%
BWM
1849
Baystate Wealth Management
Massachusetts
$712K -$9.5K -85 -2%
MWM
1850
Mission Wealth Management
California
$712K +$79.8K +714 +13%