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Name Holding Trade Value Shares
Change
Change in
Stake
GCAC
1901
Guardian Capital Advisors (Canada)
Ontario, Canada
$570K -$125K -683 -19%
POIA
1902
Pin Oak Investment Advisors
Texas
$566K +$51.5K +282 +11%
SAM
1903
Security Asset Management
New York
$565K -$5.12K -28 -0.9%
KFS
1904
Kurt F. Somerville
$565K
PFBT
1905
Parkside Financial Bank & Trust
Missouri
$565K +$62.3K +341 +13%
VWA
1906
V Wealth Advisors
Kansas
$561K +$7.86K +43 +2%
NC
1907
Noked Capital
Israel
$560K -$201K -1,100 -28%
NI
1908
Noked Israel
Israel
$560K -$201K -1,100 -28%
NBG
1909
Nancy B. Gardiner
$560K -$14.3K -78 -3%
MWM
1910
Merriman Wealth Management
Washington
$558K -$535K -2,930 -50%
WP
1911
WMS Partners
Maryland
$554K -$188K -1,031 -26%
MWPCG
1912
Measured Wealth Private Client Group
New Hampshire
$553K -$21.4K -117 -4%
UAM
1913
UAS Asset Management
New York
$550K +$521K +2,850 New
PL
1914
Plancorp LLC
Missouri
$548K +$20.8K +114 +4%
CF
1915
Copperwynd Financial
Arizona
$547K +$2.56K +14 +0.5%
WDL
1916
Well Done LLC
Michigan
$547K +$22.7K +124 +5%
AHB
1917
Abner Herrman & Brock
New Jersey
$541K +$54.4K +298 +12%
NPT
1918
Nixon Peabody Trust
Massachusetts
$541K +$512K +2,804 New
PCM
1919
Pointe Capital Management
Michigan
$539K -$7.67K -42 -1%
GTAM
1920
Global Trust Asset Management
Florida
$539K +$489K +2,675 +2,286%
GIM
1921
Groesbeck Investment Management
New Jersey
$538K -$49.1K -269 -9%
MSDF
1922
Michael & Susan Dell Foundation
New York
$536K +$508K +2,778 New
LF
1923
Lantz Financial
Illinois
$534K +$19.9K +109 +4%
JLBC
1924
J.L. Bainbridge & Co
Florida
$534K +$217K +1,185 +75%
RCA
1925
Rowland Carmichael Advisors
Arizona
$532K -$13K -71 -3%