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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1001
Cidel Asset Management
Ontario, Canada
$812K +$33.7K +235 +4%
EFS
1002
Essex Financial Services
Connecticut
$812K -$157K -1,094 -15%
NSEDCP
1003
NJ State Employees Deferred Compensation Plan
New Jersey
$811K
PC
1004
Prairiewood Capital
North Dakota
$811K
PWM
1005
Peterson Wealth Management
Nevada
$809K -$53.2K -371 -6%
CD
1006
Chapin Davis
Maryland
$805K
FFM
1007
Forum Financial Management
Illinois
$803K +$420K +2,933 +98%
RPCONE
1008
Retirement Planning Company of New England
Rhode Island
$800K +$15.9K +111 +2%
VA
1009
Valmark Advisers
Ohio
$800K +$9.75K +68 +1%
PA
1010
Profund Advisors
Maryland
$799K -$192K -1,342 -19%
BFG
1011
Berger Financial Group
Minnesota
$798K +$38.4K +268 +5%
PIM
1012
Penobscot Investment Management
Massachusetts
$798K +$846K +5,901 New
IP
1013
Intellectus Partners
California
$795K +$40.8K +285 +5%
SIG
1014
Stonegate Investment Group
Alabama
$795K -$9.6K -67 -1%
NHT
1015
New Hampshire Trust
New Hampshire
$788K -$43.3K -302 -5%
AWC
1016
Abundance Wealth Counselors
Pennsylvania
$787K +$1.86K +13 +0.2%
EGA
1017
Eagle Global Advisors
Texas
$784K +$831K +5,800 New
AWE
1018
Avidian Wealth Enterprises
Texas
$779K +$212K +1,482 +35%
FAIM
1019
Financial Advocates Investment Management
Washington
$779K +$3.87K +27 +0.5%
MCM
1020
Manchester Capital Management
Vermont
$772K -$9.03K -63 -1%
TYCC
1021
Texas Yale Capital Corp
Florida
$772K -$54.2K -378 -6%
AIM
1022
Aigen Investment Management
New York
$770K -$165K -1,151 -17%
OA
1023
Operose Advisors
Wisconsin
$767K +$340K +2,375 +72%
N
1024
Natixis
France
$767K +$813K +5,673 New
VH
1025
Visionary Horizons
Tennessee
$766K -$35.8K -250 -4%