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Name Holding Trade Value Shares
Change
Change in
Stake
CW
1676
CreativeOne Wealth
Kansas
$480K +$175K +587 +42%
WMA
1677
Wealth Management Associates
New Jersey
$478K +$25.9K +87 +5%
RIM
1678
Regent Investment Management
Kentucky
$475K -$59.5K -200 -9%
CFA
1679
CWS Financial Advisors
Michigan
$473K – – –
MS
1680
Mizuho Securities
Japan
$471K -$1.98M -6,670 -77%
KIA
1681
KCM Investment Advisors
California
$471K +$14.9K +50 +3%
HCM
1682
Heathbridge Capital Management
Ontario, Canada
$471K +$580K +1,950 New
CT
1683
Cambridge Trust
Massachusetts
$470K -$31.8K -107 -5%
AL
1684
Arnhold LLC
New York
$470K +$579K +1,947 New
PAS
1685
Partnervest Advisory Services
California
$469K -$97.2K -327 -14%
PFA
1686
Professional Financial Advisors
Nebraska
$469K -$19K -64 -4%
GC
1687
Giverny Capital
Quebec, Canada
$469K – – –
LWM
1688
Lionsbridge Wealth Management
Florida
$469K +$569K +1,914 +7,362%
C
1689
Certuity
Florida
$466K -$78.2K -263 -12%
KMWM
1690
Keudell/Morrison Wealth Management
Oregon
$465K +$892 +3 +0.2%
BB
1691
Bell Bank
North Dakota
$463K -$19.3K -65 -3%
FWM
1692
FFT Wealth Management
Pennsylvania
$459K – – –
TAM
1693
Townsend Asset Management
North Carolina
$458K -$2.68K -9 -0.5%
AT
1694
Arden Trust
Delaware
$458K +$76.4K +257 +16%
OPA
1695
Old Port Advisors
Maine
$457K -$6.54K -22 -1%
SAM
1696
SignalPoint Asset Management
Missouri
$457K – – –
CANY
1697
Caxton Associates (New York)
New York
$457K +$562K +1,891 New
EP
1698
Edgestream Partners
New Jersey
$456K -$93.1K -313 -14%
CWA
1699
Clarity Wealth Advisors
California
$454K -$15.5K -52 -3%
B
1700
Bailard
California
$448K -$86.2K -290 -14%