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Name Holding Trade Value Shares
Change 		Change in
Stake
RCC
1151
Red Cedar Capital
Nebraska
$117K – – –
CIA
1152
CSat Investment Advisory
Michigan
$117K +$102K +2,990 New
GAM
1153
Gemmer Asset Management
California
$115K +$1.36K +40 +1%
MYIA
1154
Mount Yale Investment Advisors
Colorado
$112K -$12.3K -360 -11%
PFO
1155
Pathstone Family Office
New Jersey
$110K -$220K -6,440 -70%
LFA
1156
Legacy Financial Advisors
Kentucky
$110K -$12.3K -360 -12%
FIB
1157
First Interstate Bank
Montana
$108K – – –
PCA
1158
Peddock Capital Advisors
Massachusetts
$108K +$5.45K +160 +6%
CAL
1159
Capital Advisors Ltd
Ohio
$105K – – –
BDWM
1160
Brewin Dolphin Wealth Management
Ireland
$105K +$26.3K +770 +41%
AAP
1161
Arax Advisory Partners
Colorado
$104K +$2.04K +60 +2%
TFA
1162
Toth Financial Advisory
Virginia
$96K +$5.11K +150 +6%
EWM
1163
Elmwood Wealth Management
California
$95.1K – – –
EMG
1164
ETF Managers Group
New Jersey
$94K -$45.7K -1,340 -28%
RWA
1165
River Wealth Advisors
Pennsylvania
$94K +$81.8K +2,400 New
JWA
1166
JFS Wealth Advisors
Pennsylvania
$93K – – –
FFW
1167
Fusion Family Wealth
New York
$91K – – –
OC
1168
Oakworth Capital
Alabama
$91K – – –
WPA
1169
West Paces Advisors
Georgia
$82.2K – – –
HI
1170
Hudock Inc
Pennsylvania
$80K -$1.36K -40 -2%
SIAP
1171
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$79K – – –
WOC
1172
West Oak Capital
California
$78.3K – – –
BWP
1173
Baldwin Wealth Partners
Massachusetts
$78K – – –
CFG
1174
CKW Financial Group
Hawaii
$78K – – –
NPP
1175
New Potomac Partners
Maryland
$78K – – –
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