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Name Holding Trade Value Shares
Change
Change in
Stake
DA
601
Doliver Advisors
Texas
$194K -$2.92K -200 -2%
GT
602
Greenleaf Trust
Michigan
$194K +$35.4K +2,426 +23%
AWM
603
Angeles Wealth Management
California
$193K +$8.75K +600 +5%
EA
604
Everpar Advisors
Oklahoma
$190K -$31.1K -2,130 -14%
SIG
605
Stonegate Investment Group
Alabama
$188K -$96.7K -6,629 -35%
WIA
606
World Investment Advisors
California
$187K +$15.2K +1,042 +9%
CI
607
CX Institutional
Indiana
$186K +$141K +9,681 +368%
AIM
608
Athena Investment Management
California
$186K – – –
BFS
609
Burr Financial Services
California
$184K – – –
Lazard Asset Management
610
Lazard Asset Management
New York
$184K +$17.7K +1,214 +11%
SCM
611
Shelton Capital Management
Colorado
$183K – – –
GT
612
Glenview Trust
Kentucky
$183K -$7.98K -547 -4%
SF
613
Symphony Financial
Texas
$182K +$176K +12,039 New
FA
614
Fountainhead AM
New Jersey
$181K -$2.96K -203 -2%
FNC
615
First National Corp
Massachusetts
$180K +$168K +11,497 New
NCM
616
Northside Capital Management
Oregon
$179K -$6M -411,298 -97%
CCWM
617
Cassaday & Co Wealth Management
Virginia
$178K – – –
GF
618
Gries Financial
Ohio
$176K +$170K +11,670 New
PEAK6
619
PEAK6
Illinois
$176K -$864K -59,250 -84%
KRW
620
Kaufman Rossin Wealth
Florida
$174K -$155K -10,639 -48%
PA
621
Procyon Advisors
Connecticut
$173K +$168K +11,505 New
IA
622
IFP Advisors
Florida
$173K +$47.9K +3,282 +40%
S
623
SignatureFD
Georgia
$173K +$26.8K +1,838 +19%
SL
624
Sentinus LLC
Illinois
$172K +$167K +11,435 New
PAM
625
Panagora Asset Management
Massachusetts
$172K -$211K -14,461 -56%