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Name Holding Trade Value Shares
Change
Change in
Stake
HI
551
Horizon Investments
North Carolina
$385K +$146K +3,521 +61%
BFM
552
Boothbay Fund Management
New York
$383K -$218K -5,257 -36%
MYIA
553
Mount Yale Investment Advisors
Colorado
$383K +$383K +9,235 New
CK
554
Cohen Klingenstein
New York
$382K – – –
DACG
555
Donor Advised Charitable Giving
California
$378K – – –
WP
556
WealthSource Partners
California
$378K -$171K -4,136 -31%
CCM
557
Coldstream Capital Management
Washington
$375K +$375K +9,042 New
HAM
558
Hedges Asset Management
Nevada
$373K – – –
MYAM
559
Meiji Yasuda Asset Management
Japan
$370K -$1.66K -40 -0.4%
PFGIA
560
Patriot Financial Group Insurance Agency
Massachusetts
$365K +$41.8K +1,009 +13%
DEA
561
DoubleLine ETF Adviser
Florida
$364K +$364K +8,780 New
NIG
562
NFJ Investment Group
Texas
$363K -$155K -3,752 -30%
PA
563
Parallel Advisors
California
$362K -$538 -13 -0.1%
LAM
564
Lingohr Asset Management
Germany
$361K – – –
TMAM
565
Tokio Marine Asset Management
Japan
$360K +$3.52K +85 +1%
KOC
566
Koss-Olinger Consulting
Florida
$359K +$359K +8,664 New
MMPW
567
Mitchell McLeod Pugh & Williams
Alabama
$357K – – –
PGIM
568
Pacific Global Investment Management
California
$356K +$414 +10 +0.1%
IAN
569
Integrated Advisors Network
Texas
$355K +$120K +2,893 +51%
DSC
570
Duncker Streett & Co
Missouri
$351K -$2.24K -54 -0.6%
BP
571
Ballentine Partners
Massachusetts
$349K -$19K -459 -5%
WA1
572
Wimmer Associates 1
California
$349K – – –
WJWM
573
Williams Jones Wealth Management
New York
$346K -$13.6K -329 -4%
Vanguard Capital Wealth Advisors
574
Vanguard Capital Wealth Advisors
Colorado
$345K +$1.82K +44 +0.5%
SC
575
Scotia Capital
Ontario, Canada
$344K +$343K +8,290 New