Name Holding Trade Value Shares
Change
Change in
Stake
SJIC
751
St. James Investment Company
Texas
$208K +$209K +951 New
S
752
SignatureFD
Georgia
$206K -$65.2K -296 -24%
AIP
753
Ameritas Investment Partners
Nebraska
$206K – – –
EFM
754
E Fund Management
China
$206K +$208K +942 New
CAG
755
Csenge Advisory Group
Florida
$204K -$122K -555 -37%
JHCP
756
Jackson Hole Capital Partners
Oklahoma
$203K – – –
PI
757
PFG Investments
New York
$203K +$204K +927 New
HSA
758
HBK Sorce Advisory
Pennsylvania
$201K -$4.18K -19 -2%
RAM
759
Ramirez Asset Management
New York
$196K – – –
SAM
760
Shell Asset Management
Netherlands
$193K -$353K -1,601 -63%
CYG
761
Clean Yield Group
Vermont
$188K – – –
C
762
Covestor
United Kingdom
$176K -$7.71K -35 -4%
EWP
763
Elevation Wealth Partners
California
$166K – – –
GI
764
GAMMA Investing
California
$162K +$7.05K +32 +5%
NS
765
NBC Securities
Alabama
$153K +$1.76K +8 +1%
SWM
766
Spire Wealth Management
Virginia
$152K -$45.2K -205 -23%
PFBT
767
Parkside Financial Bank & Trust
Missouri
$151K +$36.3K +165 +31%
HDIM
768
Hanson & Doremus Investment Management
Vermont
$146K – – –
ITIM
769
Indiana Trust & Investment Management
Indiana
$144K – – –
JFGIW
770
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$144K -$278K -1,260 -66%
MG
771
Mather Group
Illinois
$142K +$138K +626 New
DWS
772
Dynamic Wealth Strategies
California
$141K -$21.6K -98 -13%
FFA
773
Farther Finance Advisors
California
$141K -$15.2K -69 -10%
ACM
774
Accent Capital Management
Ohio
$138K – – –
HNB
775
Hilltop National Bank
Wyoming
$138K +$139K +633 New