Name Holding Trade Value Shares
Change
Change in
Stake
SWP
351
Strategic Wealth Partners
Ohio
$11.5K – – –
CSC
352
Caldwell Sutter Capital
California
$11.5K -$53 -3 -0.3%
MSWA
353
Marshall & Sterling Wealth Advisors
New York
$11.5K – – –
WPA
354
Wealth Preservation Advisors
Tennessee
$11.3K +$11.7K +663 +333%
WTC
355
WhitTier Trust Company
Nevada
$10.9K +$35 +2 +0.2%
CCWM
356
Cassaday & Co Wealth Management
Virginia
$10.3K +$13.9K +788 New
FC
357
Financial Consulate
Maryland
$10.1K -$651 -37 -5%
FGA
358
Fortis Group Advisors
New Jersey
$10.1K – – –
AGWCA
359
Annis Gardner Whiting Capital Advisors
Florida
$10.1K +$13.5K +766 New
PUI
360
Purpose Unlimited Inc
$9.92K – – –
OCWP
361
Owl Creek Wealth Partners
Colorado
$9.45K +$12.7K +720 New
WA
362
Westfuller Advisors
New York
$9.45K +$12.7K +720 New
Kayne Anderson Rudnick Investment Management
363
Kayne Anderson Rudnick Investment Management
California
$9.31K – – –
KFA
364
Kelleher Financial Advisors
New York
$9.31K – – –
KG
365
Kilter Group
New York
$9.11K +$8.66K +492 +244%
LWCFA
366
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.06K -$1.53K -87 -11%
TFA
367
Toth Financial Advisory
Virginia
$9.05K – – –
RF
368
Rossby Financial
Florida
$8.47K +$4.98K +283 +75%
Bank Julius Baer & Co
369
Bank Julius Baer & Co
Switzerland
$8.41K +$18 +1 +0.2%
AA
370
Addison Advisors
Vermont
$8.15K – – –
CTB
371
Country Trust Bank
Illinois
$8.15K – – –
DekaBank Deutsche Girozentrale
372
DekaBank Deutsche Girozentrale
Germany
$8K – – –
TF
373
Tompkins Financial
New York
$7.86K – – –
AWM
374
Abound Wealth Management
Tennessee
$7.85K – – –
PIS
375
POM Investment Strategies
North Carolina
$7.27K +$4.84K +275 +99%