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Name Holding Trade Value Shares
Change
Change in
Stake
AS
1001
Altshuler Shaham
Israel
$208K -$32.7K -150 -13%
LWM
1002
Liberty Wealth Management
California
$207K – – –
E
1003
ETFidea
New York
$205K – – –
BTWM
1004
Baker Tilly Wealth Management
Wisconsin
$204K +$2.18K +10 +1%
JFA
1005
JNBA Financial Advisors
Minnesota
$203K -$60.8K -279 -23%
GLA
1006
Good Life Advisors
Pennsylvania
$202K -$27.5K -126 -12%
AIP
1007
ARS Investment Partners
New York
$202K – – –
SCM
1008
Shelton Capital Management
Colorado
$202K – – –
PCM
1009
Parsons Capital Management
Rhode Island
$202K +$205K +940 New
GW
1010
GW & Wade
Massachusetts
$201K – – –
TLFA
1011
True Link Financial Advisors
California
$201K – – –
WF
1012
Warner Financial
Maryland
$201K +$109K +502 +116%
RIA
1013
Realta Investment Advisors
Delaware
$200K -$7.19K -33 -4%
JE
1014
JMAC Enterprises
Pennsylvania
$200K – – –
RMCM
1015
Reynders McVeigh Capital Management
Massachusetts
$200K – – –
LWA
1016
Lowe Wealth Advisors
Maryland
$200K +$218 +1 +0.1%
SIM
1017
Sentry Investment Management
Wisconsin
$198K -$63.2K -290 -24%
HDIM
1018
Hanson & Doremus Investment Management
Vermont
$196K +$218 +1 +0.1%
ECG
1019
Edge Capital Group
Georgia
$189K +$191K +877 New
CCM
1020
Covington Capital Management
California
$187K +$109K +500 +135%
LSA
1021
Leonteq Securities AG
Switzerland
$185K -$64.3K -295 -26%
LPIC
1022
LeJeune Puetz Investment Counsel
Michigan
$185K – – –
MPWT
1023
MassMutual Private Wealth & Trust
Connecticut
$183K +$129K +593 +231%
TFS
1024
TrustCore Financial Services
Tennessee
$182K – – –
JWA
1025
JFS Wealth Advisors
Pennsylvania
$181K +$7.63K +35 +4%