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Name Holding Trade Value Shares
Change
Change in
Stake
KA
501
Kercheville Advisors
Texas
$2.01M -$61.6K -500 -4%
HIA
502
Harbor Investment Advisory
Maryland
$2M -$35.7K -290 -2%
TNAM
503
Terra Nova Asset Management
New York
$1.99M +$9.86K +80 +0.6%
RC
504
Roundview Capital
New Jersey
$1.99M -$154K -1,250 -8%
LAI
505
Legal Advantage Investments
California
$1.99M +$9.86K +80 +0.6%
CIEP
506
Constellation Investimentos e Participacoes
Brazil
$1.97M +$850K +6,900 +105%
BIM
507
Baldwin Investment Management
Pennsylvania
$1.97M -$13.6K -110 -0.8%
OIS
508
Okabena Investment Services
Minnesota
$1.96M -$148K -1,200 -8%
CWS
509
Cypress Wealth Services
California
$1.96M -$81.3K -660 -5%
MWM
510
Mission Wealth Management
California
$1.96M +$943K +7,650 +134%
GAM
511
Grandview Asset Management
Pennsylvania
$1.95M -$132K -1,070 -7%
WR
512
WD Rutherford
Oregon
$1.93M +$55.4K +450 +4%
AIM
513
Artemis Investment Management
United Kingdom
$1.92M +$1.62M +13,150 New
AFP
514
Ausdal Financial Partners
Iowa
$1.92M +$439K +3,560 +37%
BA
515
Bristlecone Advisors
Washington
$1.89M +$57.9K +470 +4%
CAM
516
Concorde Asset Management
Michigan
$1.89M +$875K +7,100 +122%
DBT
517
Dubuque Bank & Trust
Iowa
$1.88M +$1.23K +10 +0.1%
PWLP
518
Prio Wealth Limited Partnership
Massachusetts
$1.88M -$8.63K -70 -0.5%
TI
519
Tidal Investments
Wisconsin
$1.87M -$260K -2,110 -14%
HSA
520
HBK Sorce Advisory
Pennsylvania
$1.85M +$17.3K +140 +1%
EPA
521
Element Pointe Advisors
Florida
$1.8M +$120K +970 +9%
TRCT
522
Tower Research Capital (TRC)
New York
$1.8M +$1.14M +9,220 +295%
PAI
523
Pittenger & Anderson Inc
Nebraska
$1.8M +$2.46K +20 +0.2%
FFS
524
Founders Financial Securities
Maryland
$1.79M -$39.4K -320 -3%
OPW
525
Oxler Private Wealth
New York
$1.78M +$370K +3,000 +33%