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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
801
Sonora Investment Management
Arizona
$116K
JFGIW
802
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113K +$109K +391 New
GAM
803
Gemmer Asset Management
California
$107K +$69.4K +248 +207%
BWM
804
BerganKDV Wealth Management
Minnesota
$102K
JFA
805
JNBA Financial Advisors
Minnesota
$102K
CIA
806
Cascade Investment Advisors
Oregon
$102K
PCM
807
Penserra Capital Management
California
$100K +$20.4K +73 +27%
TPCW
808
TD Private Client Wealth
New York
$96.7K -$5.03K -18 -5%
Group One Trading
809
Group One Trading
Illinois
$94K +$90.3K +323 New
GWM
810
Geneos Wealth Management
Colorado
$91K +$2.24K +8 +3%
BCA
811
Berman Capital Advisors
Georgia
$90K +$3.64K +13 +4%
SC
812
SouthState Corp
Florida
$89K
SIC
813
Salem Investment Counselors
North Carolina
$88K
LC
814
Lindbrook Capital
California
$88K +$2.24K +8 +3%
USGIU
815
U.S. Global Investors (USGI)
Texas
$87K
YAL
816
Your Advocates Ltd
Texas
$87K
PA
817
Perennial Advisors
New York
$86K +$82.5K +295 New
ETC
818
Exchange Traded Concepts
Oklahoma
$85K +$73.3K +262 +873%
TWA
819
TCI Wealth Advisors
Arizona
$82K
HCP
820
Hexagon Capital Partners
Arkansas
$80K
RMC
821
Resources Management Corp
Connecticut
$77K
SCA
822
Stuart Chaussee & Associates
California
$77K
AWA
823
Arkadios Wealth Advisors
Georgia
$74K +$44.5K +159 +162%
IAIM
824
International Assets Investment Management
Florida
$74K +$628K +2,247 New
CFFP
825
Center for Financial Planning
Michigan
$73K