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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
751
Centerpoint Advisors
Massachusetts
$67K – – –
AP
752
Americana Partners
Texas
$67K +$62.7K +1,190 New
SWA
753
Sutton Wealth Advisors
Florida
$65.5K – – –
TI
754
tru Independence
Oregon
$64K +$59.3K +1,125 New
LWA
755
Lenox Wealth Advisors
New York
$63K – – –
ZB
756
Zions Bancorporation
Utah
$62K +$16.6K +315 +40%
TCOV
757
Trust Company of Vermont
Vermont
$61K – – –
SL
758
Savior LLC
Massachusetts
$61K +$56.6K +1,075 New
SIA
759
SeaBridge Investment Advisors
New Jersey
$60K – – –
CM
760
Capula Management
Cayman Islands
$59K +$55.3K +1,050 New
HMS
761
Hanseatic Management Services
New Mexico
$57K -$1.83M -34,795 -97%
TWA
762
TCI Wealth Advisors
Arizona
$57K +$1.84K +35 +4%
BL
763
Balentine LLC
Georgia
$56K +$48.7K +925 +1,321%
DSC
764
Duncker Streett & Co
Missouri
$56K +$52.7K +1,000 New
PFBT
765
Parkside Financial Bank & Trust
Missouri
$52K -$2.11K -40 -4%
SQA
766
Simon Quick Advisors
New Jersey
$52K +$47.2K +895 +3,580%
CFA
767
Carroll Financial Associates
North Carolina
$50K +$35K +665 +283%
GWM
768
Geneos Wealth Management
Colorado
$49K – – –
WOC
769
West Oak Capital
California
$47K – – –
EI
770
Ellevest Inc
New York
$43K +$40K +760 +7,600%
VCM
771
Vigilant Capital Management
Maine
$42K +$39.5K +750 New
WAM
772
Wolverine Asset Management
Illinois
$41K – – –
OIA
773
Optimum Investment Advisors
Illinois
$40K +$26.3K +500 +244%
HIIFS
774
Harel Insurance Investments & Financial Services
Israel
$38K -$122K -2,320 -77%
PO
775
Private Ocean
California
$38K +$18.4K +350 +113%
29 30
31
32 33