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Name Holding Trade Value Shares
Change
Change in
Stake
EAM
851
Evanson Asset Management
California
$312K
WFI
852
West Family Investments
California
$310K -$23.2K -600 -8%
AAS
853
Annex Advisory Services
Wisconsin
$310K +$278K +7,200 New
FFM
854
Forum Financial Management
Illinois
$309K +$277K +7,190 New
RWA
855
Redhawk Wealth Advisors
Minnesota
$308K +$276K +7,160 New
ST
856
Smithfield Trust
Pennsylvania
$307K -$772 -20 -0.3%
CPA
857
Cardiff Park Advisors
California
$307K +$276K +7,150 New
HNWA
858
Henrickson Nauta Wealth Advisors
Michigan
$307K +$303K +7,860 New
FWP
859
FAS Wealth Partners
Kansas
$305K +$3.47K +90 +1%
P
860
Pitcairn
Pennsylvania
$304K -$22.8K -590 -8%
CFO
861
CVA Family Office
Colorado
$303K +$272K +7,050 New
ACA
862
Affinity Capital Advisors
California
$301K
WSCM
863
Wellington Shields Capital Management
New York
$301K
TIA
864
Tiemann Investment Advisors
California
$301K +$38.6K +1,000 +17%
RIA
865
Regal Investment Advisors
Michigan
$300K +$269K +6,980 New
SI
866
Stephens Inc
Arkansas
$299K +$157K +4,070 +141%
SFA
867
Sequoia Financial Advisors
Ohio
$299K +$268K +6,950 New
GCM
868
Graham Capital Management
Connecticut
$298K +$267K +6,930 New
BHWM
869
Bar Harbor Wealth Management
New Hampshire
$295K
WWM
870
Wolff Wiese Magana
California
$295K
MIS
871
Morningstar Investment Services
Illinois
$295K +$264K +6,850 New
GWM
872
Greenwich Wealth Management
Connecticut
$292K -$208K -5,380 -44%
QCG
873
Quadrant Capital Group
Ohio
$290K -$12.3K -320 -5%
WSTAM
874
Wilbanks Smith & Thomas Asset Management
Virginia
$286K -$5.79K -150 -2%
BWP
875
Baldwin Wealth Partners
Massachusetts
$286K