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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
551
Capital Advisors Ltd
Ohio
$284K – – –
SIM
552
Stratos Investment Management
Ohio
$283K – – –
SFG
553
SageGuard Financial Group
Tennessee
$280K +$286K +4,626 New
MYIA
554
Mount Yale Investment Advisors
Colorado
$278K -$151K -2,446 -35%
WF
555
Welch & Forbes
Massachusetts
$272K – – –
DS
556
DRW Securities
Illinois
$271K +$277K +4,488 New
SAIG
557
Semper Augustus Investments Group
Colorado
$271K -$37.4K -605 -12%
BPC
558
Banque Pictet & Cie
Switzerland
$268K +$274K +4,431 New
FFM
559
Fullerton Fund Management
Singapore
$260K +$266K +4,308 New
VC
560
VarCov Co
Connecticut
$260K +$266K +4,307 New
PA
561
Parallel Advisors
California
$259K +$43.5K +705 +20%
HNB
562
Hilltop National Bank
Wyoming
$258K -$87.5K -1,417 -25%
ACA
563
Aptus Capital Advisors
Alabama
$255K +$261K +4,228 New
FCM
564
Fieldview Capital Management
Michigan
$255K -$2.5M -40,545 -91%
DWT
565
Dorsey & Whitney Trust
South Dakota
$253K -$62 -1 -0%
DCU
566
Dara Capital US
Florida
$253K +$258K +4,180 New
KF
567
Krilogy Financial
Missouri
$252K +$244K +3,957 New
GW
568
Graetz Wealth
Michigan
$252K +$257K +4,165 New
BWM
569
BNC Wealth Management
Oregon
$248K -$62 -1 -0%
Capstone Investment Advisors
570
Capstone Investment Advisors
New York
$246K +$252K +4,074 New
JF
571
JMN Financial
Ohio
$245K +$251K +4,061 New
SIA
572
Sit Investment Associates
Minnesota
$242K – – –
SS
573
SBI Securities
Japan
$242K +$154K +2,499 +166%
CQWA
574
Chokshi & Queen Wealth Advisors
California
$242K – – –
BOS
575
Bank of Stockton
California
$242K +$247K +4,000 New