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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1476
IHT Wealth Management
Illinois
$262K -$49.5K -605 -15%
FI
1477
FormulaFolio Investments
Michigan
$261K -$9.08K -111 -3%
FVCM
1478
F&V Capital Management
Florida
$261K – – –
BWM
1479
Bernicke Wealth Management
Wisconsin
$261K +$273K +3,336 New
FLI
1480
Family Legacy Inc
South Carolina
$261K +$273K +3,342 New
HPWM
1481
Highland Private Wealth Management
Washington
$260K +$6.62K +81 +3%
IWA
1482
Intercontinental Wealth Advisors
Texas
$259K -$7.36K -90 -3%
CWM
1483
Cornerstone Wealth Management
Missouri
$255K +$66.6K +814 +33%
SFG
1484
SNS Financial Group
Minnesota
$252K -$166K -2,035 -39%
CCM
1485
Compass Capital Management
Minnesota
$252K +$40.9K +500 +18%
JFGLC
1486
Johnson Financial Group LLC (Colorado)
Colorado
$251K -$153K -1,869 -37%
PCM
1487
Penserra Capital Management
California
$251K -$98.1K -1,200 -27%
SAM
1488
Strategy Asset Managers
California
$246K – – –
CIC
1489
Chase Investment Counsel
Virginia
$245K +$42.9K +525 +20%
FM
1490
Foster & Motley
Ohio
$244K -$14.7K -180 -5%
CIC
1491
Chilton Investment Company
Connecticut
$244K – – –
FWM
1492
FFT Wealth Management
Pennsylvania
$244K +$255K +3,122 New
HJA
1493
Hugh Johnson Advisors
New York
$243K – – –
IAM
1494
ICM Asset Management
Washington
$242K -$25.8K -315 -9%
BO
1495
Bank OZK
Arkansas
$241K – – –
SOADOR
1496
State of Alaska Department of Revenue
Alaska
$239K +$251K +3,065 New
GA
1497
GFS Advisors
Texas
$237K – – –
SL
1498
Summitry LLC
California
$237K – – –
MAM
1499
Morse Asset Management
Connecticut
$237K +$249K +3,040 New
PBO
1500
Peoples Bank (Ohio)
Ohio
$235K -$1.23K -15 -0.5%