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Name Holding Trade Value Shares
Change
Change in
Stake
PA
501
Parallel Advisors
California
$147K +$82.7K +7,464 +121%
STA
502
Summit Trail Advisors
New York
$145K +$25.2K +2,276 +20%
DC
503
Davenport & Co
Virginia
$143K -$622K -56,193 -81%
MIH
504
Meitav Investment House
Israel
$143K +$50.6K +4,572 +51%
AWM
505
Avaii Wealth Management
Wisconsin
$142K +$146K +13,153 New
AFT
506
Alpha Family Trust
California
$138K – – –
PCIA
507
Prime Capital Investment Advisors
Kansas
$138K +$142K +12,786 New
BJL
508
Brighton Jones LLC
Washington
$137K +$141K +12,774 New
FDCDDQ
509
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K -$17K -1,536 -11%
FMLI
510
Fukoku Mutual Life Insurance
Japan
$134K +$138K +12,482 New
P
511
Pitcairn
Pennsylvania
$134K +$25.4K +2,296 +23%
IWM
512
IHT Wealth Management
Illinois
$133K +$24.7K +2,231 +22%
SIA
513
Soltis Investment Advisors
Utah
$132K +$16.6K +1,500 +14%
LNC
514
Lincoln National Corp
Pennsylvania
$132K +$136K +12,299 New
BWL
515
Bogart Wealth LLC
Virginia
$131K -$26.7K -2,407 -16%
OIA
516
OneDigital Investment Advisors
Kansas
$131K +$3.64K +329 +3%
RJT
517
Raymond James Trust
Florida
$131K -$165K -14,855 -55%
BAMF
518
BI Asset Management Fondsmaeglerselskab
Denmark
$129K – – –
PCIG
519
Partners Capital Investment Group
Massachusetts
$126K +$129K +11,687 New
CWM
520
Cornerstone Wealth Management
Missouri
$125K +$129K +11,605 New
BFG
521
Bleakley Financial Group
New Jersey
$124K -$149K -13,496 -54%
SS
522
Simplicity Solutions
Minnesota
$124K -$149K -13,496 -54%
GI
523
GAMCO Investors
Connecticut
$124K +$797 +72 +0.6%
TAM
524
Trust Asset Management
Texas
$124K – – –
T
525
TCWP
Ohio
$123K -$30.1K -2,721 -19%