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Name Holding Trade Value Shares
Change
Change in
Stake
BA
901
Baugh & Associates
Georgia
$5.93M -$165K -1,761 -3%
MYIA
902
Mount Yale Investment Advisors
Colorado
$5.93M +$1.52M +16,159 +41%
PFA
903
Perryman Financial Advisory
Texas
$5.9M +$5.26M +56,068 New
TW
904
Trajan Wealth
Arizona
$5.9M -$38K -405 -0.7%
HWM
905
Hohimer Wealth Management
Washington
$5.9M -$49.6K -528 -0.9%
BDLIB
906
Banque de Luxembourg Investments (BLI)
Luxembourg
$5.89M -$1.36M -14,500 -21%
WDA
907
Wendell David Associates
New Hampshire
$5.88M +$90.8K +967 +2%
AIS
908
American Investment Services
Massachusetts
$5.87M +$937K +9,977 +22%
AC
909
AlphaCore Capital
California
$5.87M +$1.66M +17,728 +47%
NHT
910
New Hampshire Trust
New Hampshire
$5.87M -$322K -3,434 -6%
CAMG
911
CWA Asset Management Group
Florida
$5.85M +$2.42M +25,736 +86%
IHL
912
Investment House LLC
California
$5.84M -$208K -2,212 -4%
GCM
913
Genus Capital Management
British Columbia, Canada
$5.84M +$5.21M +55,453 New
O
914
Ossiam
France
$5.83M -$8.85M -94,232 -63%
BCFS
915
Butensky & Cohen Financial Security
Florida
$5.83M +$274K +2,923 +6%
CAM
916
Covenant Asset Management
New Jersey
$5.82M -$2.63K -28 -0.1%
WJWM
917
Williams Jones Wealth Management
New York
$5.82M +$199K +2,116 +4%
BWM
918
Buckley Wealth Management
Nevada
$5.79M -$41.3K -440 -0.8%
MGIA
919
Moneta Group Investment Advisors
Missouri
$5.79M -$524K -5,579 -9%
CIG
920
Cairn Investment Group
Washington
$5.79M -$4.69K -50 -0.1%
SP
921
Sherman Porfolios
Idaho
$5.75M +$5.13M +54,616 New
CC
922
Courier Capital
New York
$5.72M -$144K -1,536 -3%
MWA
923
Meridian Wealth Advisors
Texas
$5.7M -$29.1K -310 -0.6%
FHA
924
Flagship Harbor Advisors
Massachusetts
$5.7M -$501K -5,338 -9%
KIA
925
KCM Investment Advisors
California
$5.66M -$189K -2,014 -4%