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Name Holding Trade Value Shares
Change
Change in
Stake
MHIC
701
Marble Harbor Investment Counsel
Massachusetts
$416K
EIP
702
Epoch Investment Partners
New York
$409K +$337K +2,750 New
FNT
703
First National Trust
Pennsylvania
$407K +$19.6K +160 +6%
CWM
704
Cornerstone Wealth Management
Missouri
$405K -$27.4K -223 -8%
JCIA
705
Jackson Creek Investment Advisors
Colorado
$404K -$9.57K -78 -3%
MSFS
706
Main Street Financial Solutions
Pennsylvania
$402K -$47K -383 -12%
EI
707
Ethic Inc
New York
$401K +$331K +2,699 New
SBIA
708
Sheaff Brock Investment Advisors
Indiana
$400K -$145K -1,184 -31%
GSWM
709
Golden State Wealth Management
California
$398K -$28.7K -234 -8%
BAAM
710
Baker Avenue Asset Management
California
$398K +$329K +2,678 New
ACA
711
Aptus Capital Advisors
Alabama
$397K +$326K +2,660 New
TYCC
712
Texas Yale Capital Corp
Florida
$392K
UIA
713
UBP Investment Advisors
Switzerland
$390K +$519K +4,227 +32%
CA
714
Cullinan Associates
Kentucky
$386K -$61.3K -500 -16%
MG
715
Mather Group
Illinois
$384K
AA
716
ALPS Advisors
Colorado
$383K -$109K -890 -26%
ETC
717
Exchange Traded Concepts
Oklahoma
$382K +$229K +1,866 +265%
AWM
718
Altium Wealth Management
New York
$377K -$391K -3,190 -56%
TW
719
TrinityPoint Wealth
Connecticut
$376K -$18.5K -151 -6%
AAS
720
Ameritas Advisory Services
Nebraska
$374K -$166K -1,353 -35%
DBT
721
Dubuque Bank & Trust
Iowa
$372K -$982 -8 -0.3%
FT
722
Fiduciary Trust
Massachusetts
$371K +$306K +2,493 New
SIA
723
SkyView Investment Advisors
New Jersey
$370K -$56.7K -462 -15%
WWMSC
724
Wagner Wealth Management (South Carolina)
South Carolina
$370K +$19.6K +160 +7%
AIM
725
Anchor Investment Management
South Carolina
$370K +$16K +130 +6%