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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
501
Plante Moran Financial Advisors
Michigan
$500K -$857K -95,351 -64%
BWA
502
Beam Wealth Advisors
Louisiana
$499K +$482K +53,639 New
RJT
503
Raymond James Trust
Florida
$495K +$20.2K +2,251 +4%
VanEck Associates
504
VanEck Associates
New York
$495K +$478K +53,195 New
BCM
505
Brookstone Capital Management
Illinois
$494K -$27.4K -3,051 -5%
SC
506
Searle & Co
Connecticut
$494K – – –
Koshinski Asset Management
507
Koshinski Asset Management
Illinois
$494K +$305K +33,906 +173%
MSAM
508
Moloney Securities Asset Management
Missouri
$493K -$71.8K -7,988 -13%
EWM
509
Executive Wealth Management
Michigan
$491K -$30.8K -3,424 -6%
GC
510
GFG Capital
Florida
$491K +$475K +52,793 New
S
511
SimplyRich
California
$488K +$140K +15,546 +42%
PA
512
Planning Alternatives
Michigan
$487K -$16.8K -1,869 -3%
PCM
513
Pointe Capital Management
Michigan
$485K – – –
EDRIA
514
Edmonds Duncan Registered Investment Advisors
Kansas
$481K +$2K +223 +0.4%
DI
515
Diligent Investors
California
$479K +$21.9K +2,432 +5%
PCFFS
516
Pacific Center for Financial Services
California
$477K +$162 +18 +0%
GAM
517
GQ Asset Management
New York
$477K +$150K +16,677 +48%
SCM
518
Stumpf Capital Management
Arizona
$476K – – –
EH
519
Equitable Holdings
New York
$474K +$458K +50,919 New
QC
520
QCM Cayman
Texas
$474K +$458K +51,004 New
ED
521
Exane Derivatives
France
$470K -$80.1K -8,916 -15%
ALAM
522
Asahi Life Asset Management
Japan
$466K – – –
FPCP
523
Fort Point Capital Partners
California
$465K -$2K -223 -0.4%
MIH
524
Meitav Investment House
Israel
$465K – – –
BS
525
Boenning & Scattergood
Pennsylvania
$459K +$44.5K +4,947 +11%