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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1726
Goldstream Capital Management
Hong Kong
$160K +$153K +309 New
HWM
1727
HighMark Wealth Management
Minnesota
$155K
HF
1728
Halpern Financial
Virginia
$154K
HI
1729
Harbour Investments
Wisconsin
$149K +$39.1K +79 +38%
DFA
1730
DHJJ Financial Advisors
Illinois
$145K
TIM
1731
Tortoise Investment Management
New York
$145K +$17.3K +35 +14%
AGWCA
1732
Annis Gardner Whiting Capital Advisors
Florida
$145K -$87.1K -176 -39%
TF
1733
Tompkins Financial
New York
$145K
TFIPS
1734
Towarzystwo Funduszy Inwestycyjnych PZU SA
$145K
WB
1735
Webster Bank
Connecticut
$142K
BGAI
1736
Bruce G. Allen Investments
Colorado
$136K -$21.3K -43 -14%
WI
1737
Wintrust Investments
Illinois
$132K -$1.12M -2,256 -90%
CPG
1738
Cornerstone Planning Group
New Jersey
$124K -$2.97K -6 -2%
HWA
1739
HHM Wealth Advisors
Tennessee
$123K +$4.45K +9 +4%
BWAM
1740
Boyd Watterson Asset Management
Ohio
$120K -$20.3K -41 -15%
FFA
1741
Fairfield Financial Advisors
Massachusetts
$117K
FMII
1742
Farmers & Merchants Investments Inc
Nebraska
$117K
ETC
1743
Exchange Traded Concepts
Oklahoma
$116K +$68.8K +139 +164%
HWM
1744
Hemington Wealth Management
Virginia
$114K +$118K +239 New
LFG
1745
Larson Financial Group
Missouri
$112K +$88.6K +179 +471%
AA
1746
Addison Advisors
Vermont
$110K +$495 +1 +0.5%
BFPW
1747
BOK Financial Private Wealth
Colorado
$109K
EFMH
1748
E Fund Management (HK)
Hong Kong
$108K +$18.3K +37 +21%
WPWM
1749
Western Pacific Wealth Management
Illinois
$108K
T
1750
TOBAM
France
$104K