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Name Holding Trade Value Shares
Change
Change in
Stake
YMRC
1076
Yorktown Management & Research Company
Virginia
$346K
PCTC
1077
Perkins Coie Trust Company
Washington
$344K
CFA
1078
Cahill Financial Advisors
Minnesota
$343K -$130K -2,320 -27%
DIA
1079
Dana Investment Advisors
Wisconsin
$342K -$5.21M -93,245 -94%
WP
1080
WealthPLAN Partners
Nebraska
$342K -$118K -2,114 -25%
KF
1081
Krilogy Financial
Missouri
$340K -$47.9K -857 -12%
DWM
1082
Destination Wealth Management
California
$339K -$170K -3,042 -33%
PV
1083
Private Vista
Illinois
$339K +$147K +2,633 +70%
RC
1084
RBO & Co
California
$337K
AIA
1085
AIMZ Investment Advisors
California
$335K
FAT
1086
First American Trust
California
$335K +$347K +6,205 New
OWP
1087
Obermeyer Wealth Partners
Colorado
$333K +$33.3K +595 +11%
IT
1088
Independence Trust
Tennessee
$332K -$35.5K -635 -9%
Verition Fund Management
1089
Verition Fund Management
Connecticut
$330K +$341K +6,100 New
SWA
1090
SFMG Wealth Advisors
Texas
$329K +$1.73K +31 +0.5%
TSS
1091
Two Sigma Securities
New York
$327K +$338K +6,049 New
EWA
1092
Exencial Wealth Advisors
Oklahoma
$326K +$2.01K +36 +0.6%
WIP
1093
Wellesley Investment Partners
Massachusetts
$326K +$5.59K +100 +2%
RWM
1094
Raffa Wealth Management
District of Columbia
$326K
BCM
1095
Blume Capital Management
California
$325K
SPWA
1096
SteelBridge Private Wealth Advisors
Florida
$325K
TSS
1097
Thomas Story & Son
Indiana
$325K
PAA
1098
Peregrine Asset Advisers
Oregon
$324K
JWA
1099
JFS Wealth Advisors
Pennsylvania
$317K +$951 +17 +0.3%
Carson Wealth (CWM LLC)
1100
Carson Wealth (CWM LLC)
Nebraska
$314K -$12.9M -229,901 -98%