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Name Holding Trade Value Shares
Change
Change in
Stake
WIC
826
Wilkins Investment Counsel
Massachusetts
$521K
BWP
827
BSW Wealth Partners
Colorado
$521K +$36.7K +77 +8%
CA
828
Cache Advisors
California
$519K +$523K +1,096 New
CPW
829
Crestmont Private Wealth
Texas
$517K +$12.9K +27 +3%
VIA
830
Virtus Investment Advisers
Connecticut
$516K +$272K +569 +109%
IAIM
831
International Assets Investment Management
Florida
$515K -$209K -437 -29%
BIG
832
Brooklyn Investment Group
New York
$515K -$2.86K -6 -0.5%
SAM
833
Silvercrest Asset Management
New York
$507K +$511K +1,071 New
CAM
834
Cozad Asset Management
Illinois
$507K
SWA
835
Stratos Wealth Advisors
Ohio
$506K -$18.1K -38 -3%
SRL
836
Scientech Research LLC
New Jersey
$504K -$652K -1,367 -56%
ALAM
837
Asahi Life Asset Management
Japan
$502K +$506K +1,060 New
HCM
838
Howland Capital Management
Massachusetts
$498K
MAG
839
Mayfair Advisory Group
Alabama
$497K +$477 +1 +0.1%
DS
840
DRW Securities
Illinois
$497K +$501K +1,050 New
GS
841
GTS Securities
Florida
$495K -$1.62M -3,403 -76%
CIC
842
Carnegie Investment Counsel
Ohio
$494K
KNW
843
Kesler Norman & Wride
Utah
$492K +$495K +1,038 New
GLF
844
Groupe la Francaise
France
$491K +$494K +1,036 New
AF
845
Allworth Financial
California
$485K +$20.5K +43 +4%
BP
846
Broadleaf Partners
Ohio
$483K
JWCA
847
J.W. Cole Advisors
Florida
$483K +$39.6K +83 +9%
PP
848
PDS Planning
Ohio
$479K -$14.8K -31 -3%
RZH
849
Relyea Zuckerberg Hanson
Connecticut
$478K +$14.3K +30 +3%
GL
850
Graypoint LLC
New York
$475K +$14.8K +31 +3%