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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
801
Gladstone Institutional Advisory
Florida
$210K +$206K +7,725 New
WTC
802
WhitTier Trust Company
Nevada
$210K -$3.6K -135 -2%
LFA
803
Legacy Financial Advisors
Kentucky
$208K +$203K +7,632 New
EHWM
804
Eads & Heald Wealth Management
Georgia
$207K +$202K +7,585 New
CFM
805
Catalyst Funds Management
Australia
$207K +$203K +7,600 New
BAM
806
Blueshift Asset Management
New Jersey
$207K -$1.28M -48,184 -86%
WWM
807
Western Wealth Management
Colorado
$207K +$202K +7,596 New
FNFDCM
808
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$206K +$202K +7,580 New
HGWM
809
Horst & Graben Wealth Management
Oregon
$206K +$201K +7,553 New
Luther King Capital Management (LKCM)
810
Luther King Capital Management (LKCM)
Texas
$205K +$201K +7,528 New
JBA
811
Johnson Bixby & Associates
Washington
$205K -$27.2K -1,020 -12%
JC
812
Jacobs & Co
California
$203K +$199K +7,478 New
SCM
813
Sterneck Capital Management
Missouri
$202K +$198K +7,436 New
ET
814
Equitable Trust
Tennessee
$201K +$197K +7,375 New
CI Investments Inc
815
CI Investments Inc
Ontario, Canada
$199K +$25.6K +962 +15%
AEPWM
816
Atlantic Edge Private Wealth Management
Florida
$194K -$1.35M -50,694 -88%
SCM
817
Silvant Capital Management
Georgia
$189K – – –
MPWT
818
MassMutual Private Wealth & Trust
Connecticut
$187K -$49.5K -1,859 -21%
CT
819
Caldwell Trust
Florida
$184K +$22.2K +834 +14%
CSP
820
Cary Street Partners
Virginia
$184K -$19.9K -745 -10%
LI
821
Louisbourg Investments
New Brunswick, Canada
$182K +$173K +6,500 +3,714%
IRC
822
Investors Research Corp
Georgia
$181K – – –
WSFS
823
Wilmington Savings Fund Society
Delaware
$176K -$483K -18,138 -74%
MG
824
Mather Group
Illinois
$172K +$169K +6,324 New
AA
825
Addison Advisors
Vermont
$171K -$10.5K -394 -6%