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Name Holding Trade Value Shares
Change
Change in
Stake
PI
1051
Pettee Investors
Connecticut
$552K
GCP
1052
Garda Capital Partners
Minnesota
$550K +$604K +7,031 New
DI
1053
DFPG Investments
Utah
$549K +$165K +1,917 +37%
ANBT
1054
American National Bank & Trust
Texas
$549K +$442K +5,149 +276%
JWM
1055
Jeppson Wealth Management
California
$545K +$202K +2,355 +51%
PIM
1056
Progressive Investment Management
Oregon
$545K
AWM
1057
Aries Wealth Management
Maine
$543K -$16.4K -191 -3%
TBA
1058
Tower Bridge Advisors
Pennsylvania
$541K -$460K -5,358 -44%
ACS
1059
Archford Capital Strategies
Illinois
$539K -$3.35K -39 -0.6%
ICG
1060
InterOcean Capital Group
Tennessee
$538K -$21.4K -249 -3%
UAS
1061
United Asset Strategies
New York
$537K +$251K +2,927 +74%
HFAS
1062
Hummer Financial Advisory Services
Illinois
$537K
FFWA
1063
FRG Family Wealth Advisors
Washington
$536K +$588K +6,853 New
DFCM
1064
Dark Forest Capital Management
Puerto Rico
$535K +$587K +6,834 New
BWS
1065
Buck Wealth Strategies
Colorado
$532K +$518K +6,034 +797%
MCC
1066
Malaga Cove Capital
California
$531K -$2.32K -27 -0.4%
IGAM
1067
iA Global Asset Management
Quebec, Canada
$531K +$202K +2,358 +53%
SAM
1068
SP Asset Management
California
$529K -$6.01K -70 -1%
MAM
1069
Mastrapasqua Asset Management
Tennessee
$529K +$11.2K +130 +2%
TNB
1070
Thomasville National Bank
Georgia
$526K -$20K -233 -3%
AWC
1071
Abundance Wealth Counselors
Pennsylvania
$525K +$49.7K +579 +9%
MIC
1072
Meridian Investment Counsel
California
$524K -$33.4K -389 -5%
TAM
1073
Tocqueville Asset Management
New York
$524K -$80.9K -942 -12%
SWM
1074
Sendero Wealth Management
Texas
$522K
CCWM
1075
Cassaday & Co Wealth Management
Virginia
$522K +$19.5K +227 +4%