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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1601
Burt Wealth Advisors
Maryland
$414K -$29.2K -896 -7%
CAL
1602
Capital Advisors Ltd
Ohio
$412K +$33.3K +1,022 +9%
QAM
1603
Quantres Asset Management
Cayman Islands
$412K +$423K +12,964 New
SAM
1604
SignalPoint Asset Management
Missouri
$410K
JWM
1605
Jacobus Wealth Management
Wisconsin
$409K
Verition Fund Management
1606
Verition Fund Management
Connecticut
$407K +$416K +12,779 New
RA
1607
RFG Advisory
Alabama
$407K +$417K +12,797 New
CCWA
1608
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$406K -$10.2K -314 -2%
MFBTD
1609
MB Financial Bank - Trust Department
Illinois
$404K +$156K +4,782 +60%
SCM
1610
Stellar Capital Management
Arizona
$403K -$6.45K -198 -2%
TT
1611
Tiedemann Trust
Delaware
$403K +$10.3K +316 +3%
Rafferty Asset Management
1612
Rafferty Asset Management
New York
$402K -$3.85K -118 -0.9%
CW
1613
Cabot-Wellington
Massachusetts
$402K
B
1614
Bailard
California
$401K -$107K -3,274 -21%
RWA
1615
River Wealth Advisors
Pennsylvania
$401K +$12.3K +377 +3%
BCM
1616
Blume Capital Management
California
$400K -$36.8K -1,130 -8%
ACA
1617
Anchor Capital Advisors
Massachusetts
$400K
CWM
1618
Cabot Wealth Management
Massachusetts
$400K +$65 +2 +0%
TCM
1619
Telos Capital Management
California
$399K +$139K +4,269 +52%
TCM
1620
Texan Capital Management
Texas
$398K +$15.3K +468 +4%
MSTVIM
1621
Messner & Smith Theme Value Investment Management
California
$396K
WA
1622
Wealth Architects
California
$395K +$80.7K +2,477 +25%
FIB
1623
First Interstate Bank
Montana
$393K +$22.3K +685 +6%
GIP
1624
Granite Investment Partners
California
$393K +$81.8K +2,509 +25%
BOS
1625
Bingham Osborn & Scarborough
California
$391K +$76.3K +2,342 +24%