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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
501
Bell Investment Advisors
California
$562 -$619 -68 -56%
BAAM
502
Baker Avenue Asset Management
California
$561 -$18 -2 -4%
AAP
503
Arax Advisory Partners
Colorado
$520 – – –
TCPG
504
Trivant Custom Portfolio Group
California
$520 – – –
YAL
505
Your Advocates Ltd
Texas
$520 +$455 +50 New
SIC
506
SJS Investment Consulting
Ohio
$499 +$127 +14 +41%
TCOV
507
Trust Company of Vermont
Vermont
$416 – – –
CAS
508
Coppell Advisory Solutions
Texas
$406 +$364 +40 New
EWM
509
Evermay Wealth Management
Virginia
$395 – – –
IFAM
510
Institutional & Family Asset Management
Colorado
$364 – – –
BHWM
511
Beaird Harris Wealth Management
Texas
$312 – – –
CWM
512
Compass Wealth Management
Connecticut
$312 – – –
MAWCM
513
Mine & Arao Wealth Creation & Management
California
$312 – – –
LWANC
514
Laurel Wealth Advisors (North Carolina)
North Carolina
$302 – – –
WT
515
Washington Trust
Rhode Island
$281 – – –
DI
516
Disciplined Investments
Oklahoma
$281 +$18 +2 +8%
MIM
517
Macroview Investment Management
Maryland
$115 +$100 +11 New
SIS
518
Strategic Investment Solutions
Illinois
$85 -$31.9K -3,500 -100%
M
519
MOTCO
Texas
$83 +$73 +8 New
LSA
520
Lansing Street Advisors
Pennsylvania
$73 – – –
ARS
521
Adirondack Retirement Specialists
New York
$62 – – –
BBHC
522
Brown Brothers Harriman & Co
New York
$52 – – –
JWM
523
Janiczek Wealth Management
Colorado
$52 – – –
MA
524
MCF Advisors
Kentucky
$52 – – –
TWD
525
True Wealth Design
Ohio
$52 – – –