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Name Holding Trade Value Shares
Change 		Change in
Stake
S
626
SimplyRich
California
$252K – – –
VVP
627
Venture Visionary Partners
Ohio
$251K -$356 -3 -0.1%
CIG
628
Cascade Investment Group
Colorado
$248K +$257K +2,164 New
IWM
629
IHT Wealth Management
Illinois
$248K +$713 +6 +0.3%
CCIA
630
Campbell & Co Investment Adviser
Maryland
$246K +$255K +2,145 New
MC
631
Moors & Cabot
Massachusetts
$246K -$24.9K -210 -9%
SIM
632
Sentry Investment Management
Wisconsin
$244K -$9.15K -77 -3%
SAM
633
Sompo Asset Management
Japan
$242K – – –
TC
634
Truvestments Capital
Florida
$242K -$197K -1,658 -44%
RMAM
635
Raab & Moskowitz Asset Management
New Jersey
$241K – – –
LGA
636
Lebenthal Global Advisors
New York
$240K +$19.2K +162 +8%
SCM
637
Shelton Capital Management
Colorado
$239K -$416K -3,500 -63%
PWPS
638
Pinnacle Wealth Planning Services
Ohio
$237K -$26.7K -225 -10%
HH
639
Hilltop Holdings
Texas
$237K +$10.9K +92 +5%
DWT
640
Dorsey & Whitney Trust
South Dakota
$236K +$240K +2,017 New
NHC
641
Nicholas Hoffman & Company
Georgia
$234K -$9.98K -84 -4%
VFA
642
Voya Financial Advisors
Connecticut
$230K -$16.2K -136 -6%
DEA
643
DoubleLine ETF Adviser
Florida
$230K +$238K +2,001 New
PG
644
Pendal Group
Australia
$229K -$4.99K -42 -2%
PA
645
Procyon Advisors
Connecticut
$227K +$234K +1,974 New
EDRH
646
Edmond de Rothschild Holding
Switzerland
$226K -$253K -2,128 -52%
LWCFA
647
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$226K – – –
ZCA
648
Zeke Capital Advisors
Pennsylvania
$223K -$6.89K -58 -3%
ECM
649
Evergreen Capital Management
Washington
$222K +$1.31K +11 +0.6%
BFEC
650
Benjamin F. Edwards & Company
Missouri
$221K – – –
24 25
26
27 28