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Name Holding Trade Value Shares
Change
Change in
Stake
CT
501
Caldwell Trust
Florida
$591K
SAI
502
Savvy Advisors Inc
New York
$590K +$252K +6,485 +71%
WCP
503
Wealthcare Capital Partners
Pennsylvania
$588K +$606K +15,632 New
BP
504
Ballentine Partners
Massachusetts
$588K +$65.6K +1,690 +12%
GI
505
GAMMA Investing
California
$586K -$8.15K -210 -1%
MNBTD
506
Moody National Bank Trust Division
Texas
$584K -$30.8K -794 -5%
SPC
507
Sigma Planning Corp
Michigan
$583K -$59.6K -1,537 -9%
PWM
508
Perigon Wealth Management
California
$582K +$172K +4,423 +43%
QI
509
Qtron Investments
Massachusetts
$581K +$599K +15,446 New
MWA
510
Midland Wealth Advisors
Illinois
$576K +$5.9K +152 +1%
AIC
511
Archer Investment Corporation
Indiana
$575K -$15.5K -400 -3%
ISL
512
Ingalls & Snyder LLC
New York
$573K
LSIA
513
LaSalle St. Investment Advisors
Illinois
$573K +$3.45K +89 +0.6%
T. Rowe Price Investment Management
514
T. Rowe Price Investment Management
Maryland
$572K -$244M -6,298,087 -100%
MWM
515
Modern Wealth Management
Kansas
$572K +$181K +4,667 +44%
SM
516
STF Management
Texas
$571K +$29.4K +758 +5%
B
517
Bailard
California
$568K +$17.5K +451 +3%
CPCPP
518
Canada Post Corporation Pension Plan
Canada
$567K +$584K +15,059 New
S
519
SignatureFD
Georgia
$565K +$59K +1,521 +11%
CFG
520
Cooper Financial Group
California
$562K -$11.4K -293 -2%
MSA
521
MUFG Securities Americas
New York
$558K +$575K +14,833 New
LJAC
522
L.J. Altfest & Co
New York
$554K -$137K -3,522 -19%
ACA
523
Aptus Capital Advisors
Alabama
$541K +$157K +4,049 +39%
LNWWM
524
Laird Norton Wetherby Wealth Management
California
$540K -$47.6K -1,228 -8%
BBA
525
BLB&B Advisors
Pennsylvania
$538K +$123K +3,177 +29%