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Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
851
Mount Yale Investment Advisors
Colorado
$322K -$21.2K -550 -7%
CBT
852
Central Bank & Trust
Kentucky
$319K +$71.4K +1,850 +33%
IC
853
Intersect Capital
California
$315K +$282K +7,320 New
GA
854
GraniteShares Advisors
New York
$314K +$282K +7,310 New
BAM
855
Berkshire Asset Management
Pennsylvania
$312K – – –
EAM
856
Evanson Asset Management
California
$312K – – –
WFI
857
West Family Investments
California
$310K -$23.2K -600 -8%
AAS
858
Annex Advisory Services
Wisconsin
$310K +$278K +7,200 New
FFM
859
Forum Financial Management
Illinois
$309K +$277K +7,190 New
RWA
860
Redhawk Wealth Advisors
Minnesota
$308K +$276K +7,160 New
ST
861
Smithfield Trust
Pennsylvania
$307K -$772 -20 -0.3%
CPA
862
Cardiff Park Advisors
California
$307K +$276K +7,150 New
HNWA
863
Henrickson Nauta Wealth Advisors
Michigan
$307K +$303K +7,860 New
FWP
864
FAS Wealth Partners
Kansas
$305K +$3.47K +90 +1%
P
865
Pitcairn
Pennsylvania
$304K -$22.8K -590 -8%
CFO
866
CVA Family Office
Colorado
$303K +$272K +7,050 New
ACA
867
Affinity Capital Advisors
California
$301K – – –
WSCM
868
Wellington Shields Capital Management
New York
$301K – – –
TIA
869
Tiemann Investment Advisors
California
$301K +$38.6K +1,000 +17%
RIA
870
Regal Investment Advisors
Michigan
$300K +$269K +6,980 New
SI
871
Stephens Inc
Arkansas
$299K +$157K +4,070 +141%
SFA
872
Sequoia Financial Advisors
Ohio
$299K +$268K +6,950 New
GCM
873
Graham Capital Management
Connecticut
$298K +$267K +6,930 New
BHWM
874
Bar Harbor Wealth Management
New Hampshire
$295K – – –
WWM
875
Wolff Wiese Magana
California
$295K – – –