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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
1101
AIMZ Investment Advisors
California
$528K -$17.8K -209 -3%
SRC
1102
Shufro Rose & Co
New York
$527K -$1.34M -15,824 -72%
CPIA
1103
Cornell Pochily Investment Advisors
New York
$525K -$205K -2,416 -28%
WAAG
1104
Wealth Alliance Advisory Group
Kansas
$525K +$52.7K +620 +11%
BPWM
1105
Badgley Phelps Wealth Managers
Washington
$525K -$19.3K -227 -3%
WWM
1106
Western Wealth Management
Colorado
$524K -$33.3K -392 -6%
PG
1107
Proffitt & Goodson
Tennessee
$524K +$14.9K +175 +3%
DLA
1108
Douglas Lane & Associates
New York
$524K -$22.1K -260 -4%
GIP
1109
Granite Investment Partners
California
$524K
FP
1110
Fiduciary Planning
Florida
$524K
CNBTD
1111
Citizens National Bank Trust Department
Mississippi
$523K -$20.3K -239 -4%
B
1112
Bailard
California
$521K -$190K -2,241 -26%
TF
1113
Tompkins Financial
New York
$520K -$172K -2,021 -25%
BG
1114
Bollard Group
Massachusetts
$520K +$10.4K +123 +2%
BC
1115
Bridgefront Capital
Texas
$520K +$527K +6,208 New
KFA
1116
Krane Funds Advisors
New York
$517K +$42.4K +499 +9%
RPCONE
1117
Retirement Planning Company of New England
Rhode Island
$517K +$71.6K +843 +16%
BTWM
1118
Baker Tilly Wealth Management
Wisconsin
$516K -$100K -1,178 -16%
AWC
1119
Abundance Wealth Counselors
Pennsylvania
$513K -$2.72K -32 -0.5%
MIM
1120
Morningstar Investment Management
Illinois
$513K +$520K +6,126 New
HR
1121
Howe & Rusling
New York
$511K +$27.4K +323 +6%
PGA
1122
Portland Global Advisors
Maine
$510K -$10.1K -119 -2%
V
1123
ViaWealth
Kansas
$510K -$158K -1,855 -23%
EWM
1124
Endurance Wealth Management
Rhode Island
$509K -$4.84K -57 -0.9%
SCA
1125
St. Clair Advisors
Ohio
$508K +$112K +1,317 +28%