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Name Holding Trade Value Shares
Change
Change in
Stake
PF
1326
Phoenix Financial
Israel
$539K -$20K -73 -4%
SIC
1327
Sigma Investment Counselors
Michigan
$536K +$31.7K +116 +7%
BCM
1328
Bornite Capital Management
New York
$535K -$41M -150,000 -99%
WIA
1329
Westbourne Investment Advisors
Maryland
$534K -$5.47K -20 -1%
AIM
1330
Alhambra Investment Management
Florida
$533K
IA
1331
Insight Advisors
Pennsylvania
$533K +$2.46K +9 +0.5%
CFA
1332
CWS Financial Advisors
Michigan
$525K -$30.9K -113 -6%
SPIS
1333
Steward Partners Investment Solutions
Oregon
$523K +$458K +1,674 New
FWP
1334
Firethorn Wealth Partners
Georgia
$523K -$27.1K -99 -6%
DCM
1335
Dudley Capital Management
Virginia
$522K -$84.8K -310 -16%
CWM
1336
Cornerstone Wealth Management
Missouri
$521K -$14.5K -53 -3%
MIS
1337
Morningstar Investment Services
Illinois
$519K -$295K -1,078 -39%
RA
1338
Rise Advisors
New York
$516K +$82K +300 +22%
JF
1339
Joule Financial
Kentucky
$511K -$8.2K -30 -2%
BCV
1340
Banque Cantonale Vaudoise
Switzerland
$507K -$793K -2,899 -64%
TNAM
1341
Terra Nova Asset Management
New York
$506K
VCP
1342
Verus Capital Partners
Arizona
$506K +$11.8K +43 +3%
AO
1343
Advisor OS
Illinois
$502K +$174K +637 +66%
KCMH
1344
Keywise Capital Management (HK)
Hong Kong
$500K +$437K +1,600 New
GA
1345
Geller Advisors
New York
$499K -$175K -641 -29%
SF
1346
Symphony Financial
Texas
$497K +$15.9K +58 +4%
WFI
1347
West Family Investments
California
$497K +$10.4K +38 +2%
ANTB
1348
AMG National Trust Bank
Colorado
$495K
LCM
1349
LVM Capital Management
Michigan
$495K +$23.2K +85 +6%
HA
1350
Harfst & Associates
Wyoming
$494K -$8.48K -31 -2%