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Name Holding Trade Value Shares
Change
Change in
Stake
VIA
2051
Vantage Investment Advisors
Pennsylvania
$245K +$4.22K +90 +2%
KL
2052
KWMG LLC
Kansas
$241K +$267K +5,695 New
EWA
2053
Exencial Wealth Advisors
Oklahoma
$240K -$28.8K -613 -11%
BC
2054
Banced Corp
Illinois
$240K
CCG
2055
Chatham Capital Group
Georgia
$237K
GAM
2056
Gould Asset Management
California
$236K -$13.4K -285 -5%
TA
2057
TBP Advisors
New York
$235K
BBPWM
2058
Blue Bell Private Wealth Management
Pennsylvania
$232K -$8.92K -190 -4%
DI
2059
Dalton Investments
Nevada
$232K
PTC
2060
Provident Trust Company
Wisconsin
$232K
MCM
2061
MV Capital Management
Maryland
$232K +$235K +4,997 New
ST
2062
Sentinel Trust
Texas
$230K -$4.31M -91,825 -95%
EA
2063
Elm Advisors
California
$227K -$14.1K -300 -6%
AP
2064
Atwood & Palmer
Missouri
$226K +$7.04K +150 +3%
UFA
2065
US Financial Advisors
Massachusetts
$225K +$227K +4,845 New
CA
2066
Cortland Associates
Missouri
$223K
USGIU
2067
U.S. Global Investors (USGI)
Texas
$223K +$225K +4,800 New
AF
2068
Affiance Financial
Minnesota
$220K +$223K +4,744 New
DAS
2069
Dynamic Advisor Solutions
Arizona
$219K +$1.55K +33 +0.7%
CW
2070
Cabot-Wellington
Massachusetts
$216K -$23.9K -510 -10%
MMLI
2071
Massachusetts Mutual Life Insurance
Massachusetts
$215K +$3.75K +80 +2%
NA
2072
NSB Advisors
New York
$214K -$23.5K -500 -10%
LWA
2073
Lenox Wealth Advisors
New York
$214K +$7.18K +153 +3%
CCM
2074
Condor Capital Management
New Jersey
$211K +$376 +8 +0.2%
FAG
2075
Financial Advisory Group
Texas
$211K +$1.03K +22 +0.5%