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Name Holding Trade Value Shares
Change
Change in
Stake
CF
926
Copperwynd Financial
Arizona
$206K +$179K +2,540 New
HIC
927
Holderness Investments Company
North Carolina
$206K +$180K +2,545 New
VWA
928
V Wealth Advisors
Kansas
$204K -$132K -1,875 -43%
AWA
929
ARS Wealth Advisors
Florida
$203K +$177K +2,500 New
KCM
930
Karp Capital Management
California
$203K +$177K +2,500 New
LIA
931
LBMC Investment Advisors
Tennessee
$203K +$177K +2,500 New
PPP
932
Private Portfolio Partners
New Jersey
$203K +$177K +2,500 New
FP
933
Financial Perspectives
Minnesota
$190K
RBC
934
Roble Belko & Company
Pennsylvania
$182K
ST
935
Smithfield Trust
Pennsylvania
$172K +$53K +750 +55%
CF
936
Centaurus Financial
California
$162K +$141K +2,000 New
HNB
937
Huntington National Bank
Ohio
$145K
CFA
938
Carroll Financial Associates
North Carolina
$143K +$21.5K +305 +21%
Fidelity International
939
Fidelity International
Bermuda
$141K +$54.4K +770 +80%
PB
940
Pinnacle Bancorp
Nebraska
$138K
AssetMark Inc
941
AssetMark Inc
California
$137K +$18.7K +265 +19%
AIM
942
AIA Investment Management
Singapore
$135K +$118K +1,665 New
ETC
943
Exchange Traded Concepts
Oklahoma
$132K +$82.3K +1,165 +251%
C
944
Cerebellum
California
$131K +$355K +5,030 New
EI
945
Ellevest Inc
New York
$128K +$37.8K +535 +51%
SIA
946
SeaBridge Investment Advisors
New Jersey
$127K +$35.3K +500 +47%
PMFA
947
Plante Moran Financial Advisors
Michigan
$124K +$76.6K +1,085 +241%
TWA
948
TCI Wealth Advisors
Arizona
$122K +$34.2K +485 +48%
SMG
949
Spectrum Management Group
Indiana
$117K
BFEC
950
Benjamin F. Edwards & Company
Missouri
$116K +$12.7K +180 +14%