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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1651
Intercontinental Wealth Advisors
Texas
$814K +$13.1K +275 +2%
CAM
1652
CenterStar Asset Management
Illinois
$812K – – –
PSC
1653
Prentiss Smith & Co
Vermont
$809K -$12.6K -266 -2%
SIM
1654
SSI Investment Management
California
$809K -$9.46K -199 -1%
FI
1655
FormulaFolio Investments
Michigan
$806K -$85.4K -1,798 -10%
IWA
1656
IBEX Wealth Advisors
New Jersey
$803K +$780K +16,421 New
CCB
1657
Cutter & Co Brokerage
Missouri
$800K +$100K +2,104 +16%
NFG
1658
Nadler Financial Group
Illinois
$798K -$6.65K -140 -0.9%
SCP
1659
Sandhill Capital Partners
New York
$796K +$1.04K +22 +0.1%
WCM
1660
Whitener Capital Management
North Carolina
$794K -$105K -2,213 -13%
MCWS
1661
McKinley Carter Wealth Services
West Virginia
$794K +$37.7K +793 +5%
OAM
1662
Occidental Asset Management
California
$789K -$23.8K -500 -3%
TCOO
1663
Trust Company of Oklahoma
Oklahoma
$788K -$55.9K -1,177 -7%
WIM
1664
Westside Investment Management
California
$785K -$9.5K -200 -1%
DC
1665
DeDora Capital
California
$785K +$358K +7,532 +100%
MYIA
1666
Mount Yale Investment Advisors
Colorado
$783K +$714K +15,034 New
SCA
1667
Sippican Capital Advisors
Massachusetts
$781K +$134K +2,821 +23%
AAP
1668
Ardsley Advisory Partners
Connecticut
$780K +$713K +15,000 New
Members Trust
1669
Members Trust
Florida
$779K -$69.1K -1,454 -9%
BWM
1670
Bernicke Wealth Management
Wisconsin
$778K +$95 +2 +0%
CAS
1671
Cue Advisory Services
Arizona
$773K +$85.4K +1,798 +14%
KSA
1672
Ken Stern & Associates
California
$768K -$32.7K -688 -4%
JSL
1673
JT Stratford LLC
Georgia
$766K -$393K -8,276 -36%
AAM
1674
Aureus Asset Management
Massachusetts
$765K -$408K -8,577 -37%
LC
1675
Lourd Capital
California
$765K +$52.8K +1,111 +8%