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Name Holding Trade Value Shares
Change
Change in
Stake
MNA
3301
Manning & Napier Advisors
New York
$70K
KAS
3302
Kemnay Advisory Services
New York
$69.5K +$860 +3 +1%
GFA
3303
Gladwyn Financial Advisors
Virginia
$68.8K +$573 +2 +0.8%
LAM
3304
Lummis Asset Management
Texas
$67.8K -$4.88K -17 -6%
CIAS
3305
CBIZ Investment Advisory Services
Ohio
$67.8K
KC
3306
Knuff & Co
California
$67.6K +$71.7K +250 New
SVWA
3307
Sarver Vrooman Wealth Advisors
Missouri
$66.3K
IWM
3308
IMG Wealth Management
Florida
$66K -$21.2K -74 -23%
PF
3309
PlanVest Financial
Maryland
$65.2K
CFM
3310
Cornerstone Financial Management
Massachusetts
$63K +$6.88K +24 +11%
WA
3311
Walsh & Associates
Florida
$62.2K -$287 -1 -0.4%
POIA
3312
Pin Oak Investment Advisors
Texas
$62K +$287 +1 +0.4%
TC
3313
Toews Corporation
New Jersey
$60.8K +$64.5K +225 New
SWAG
3314
Spectrum Wealth Advisory Group
California
$60.6K +$64.2K +224 New
MUMSS
3315
Mitsubishi UFJ Morgan Stanley Securities
Japan
$60.5K -$110K -383 -63%
BSC
3316
Brown Shipley & Co
United Kingdom
$60.5K
GCM
3317
Gunpowder Capital Management
Maryland
$60.3K -$35.8K -125 -36%
BWAM
3318
Boyd Watterson Asset Management
Ohio
$58.4K
CW
3319
CrossGen Wealth
North Carolina
$58.3K +$573 +2 +0.9%
EFMH
3320
E Fund Management (HK)
Hong Kong
$57.3K +$29.2K +102 +93%
AA
3321
Addison Advisors
Vermont
$56.5K -$497K -1,734 -89%
ISWM
3322
Intesa Sanpaolo Wealth Management
$56.2K +$59.6K +208 New
MFS
3323
Montgomery Financial Services
Maryland
$56.2K +$59.6K +208 New
DAM
3324
Davis Asset Management
California
$54.1K
KOCAA
3325
Knights of Columbus Asset Advisors
Connecticut
$54.1K