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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1526
Corrado Advisors
New Jersey
$396K +$135K +966 +48%
PIM
1527
Progressive Investment Management
Oregon
$395K -$27.6K -198 -6%
KS
1528
Karpas Strategies
Connecticut
$393K
FHC
1529
First Heartland Consultants
Missouri
$392K -$91.9K -659 -18%
KFA
1530
Kays Financial Advisory
Georgia
$391K -$2.38M -17,059 -85%
CAM
1531
Cidel Asset Management
Ontario, Canada
$390K +$407K +2,919 New
AAM
1532
Aureus Asset Management
Massachusetts
$389K -$93.9K -673 -19%
AIM
1533
Avity Investment Management
Connecticut
$389K
FIM
1534
Fruth Investment Management
Texas
$389K
DWA
1535
Divergent Wealth Advisors
Utah
$386K -$976 -7 -0.2%
LOAMS
1536
Lombard Odier Asset Management (Switzerland)
Switzerland
$385K -$270K -1,933 -40%
B
1537
Bridgeworth
Alabama
$385K -$234K -1,680 -37%
LC
1538
Landaas & Company
Wisconsin
$385K +$131K +940 +48%
IAS
1539
IMA Advisory Services
Colorado
$384K +$4.04K +29 +1%
SGCA
1540
Steel Grove Capital Advisors
Tennessee
$384K +$45K +323 +13%
FC
1541
Fairpointe Capital
Illinois
$384K +$139K +994 +53%
LCP
1542
Legacy Capital Partners
Wisconsin
$381K
CWM
1543
Circle Wealth Management
New Jersey
$380K -$180K -1,293 -31%
RWM
1544
Ritholtz Wealth Management
New York
$380K +$5.72K +41 +1%
FUBT
1545
First United Bank & Trust
Maryland
$379K
HCA
1546
Harbour Capital Advisors
Virginia
$378K +$13.8K +99 +4%
Eagle Capital Management (New York)
1547
Eagle Capital Management (New York)
New York
$377K
HCM
1548
Highlander Capital Management
New Jersey
$377K +$58.3K +418 +17%
ECAM
1549
East Coast Asset Management
Massachusetts
$376K -$7.11K -51 -2%
OWA
1550
One Wealth Advisors
California
$376K +$12.4K +89 +3%