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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
651
Encompass Wealth Advisors
Oregon
$771K – – –
AWM
652
Aberdeen Wealth Management
Illinois
$771K +$84.9K +2,400 +14%
MC
653
Moors & Cabot
Massachusetts
$766K +$48.6K +1,376 +7%
JF
654
Joule Financial
Kentucky
$765K -$283 -8 -0%
LWCFA
655
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$760K +$2.12K +60 +0.3%
MYIA
656
Mount Yale Investment Advisors
Colorado
$759K +$62.4K +1,766 +10%
CIA
657
Compass Ion Advisors
Pennsylvania
$755K -$459K -12,984 -40%
SWM
658
SeaCrest Wealth Management
New York
$749K +$1.41K +40 +0.2%
LIA
659
LS Investment Advisors
Michigan
$749K +$21.6K +612 +3%
P
660
&Partners
Tennessee
$745K +$7.21K +204 +1%
KIA
661
KCM Investment Advisors
California
$741K +$338K +9,552 +99%
PCM
662
Perkins Capital Management
Minnesota
$741K – – –
Capstone Investment Advisors
663
Capstone Investment Advisors
New York
$738K +$634K +17,934 +1,482%
SM
664
STF Management
Texas
$738K -$9.76K -276 -1%
LFM
665
LGT Fund Management
Liechtenstein
$731K -$2.51M -71,038 -79%
WAP
666
Wealthcare Advisory Partners
Pennsylvania
$731K +$388K +10,964 +137%
HWM
667
HB Wealth Management
Georgia
$730K +$14.1K +398 +2%
PCM
668
Poehling Capital Management
Wisconsin
$722K – – –
ECM
669
Evergreen Capital Management
Washington
$721K +$20.4K +576 +3%
GC
670
Gratus Capital
Georgia
$715K -$52.3K -1,480 -7%
Millennium Management
671
Millennium Management
New York
$712K -$66.2M -1,873,754 -99%
BWM
672
Baron Wealth Management
Michigan
$708K +$1.98K +56 +0.3%
JFGIW
673
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$707K -$107K -3,028 -14%
IF
674
IRON Financial
Illinois
$706K +$647K +18,314 New
FAM
675
Formidable Asset Management
Ohio
$706K +$647K +18,298 New