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Thomson Reuters
TRI

Name Holding Trade Value Shares
Change 		Change in
Stake
EL
401
EWA LLC
Pennsylvania
$211K -$3.73K -20 -1%
CIA
402
Capital Investment Advisors
Georgia
$207K – – –
AG
403
Ascent Group
Virginia
$205K +$43.7K +234 +22%
PHIC
404
Pine Haven Investment Counsel
Massachusetts
$202K – – –
IAIM
405
International Assets Investment Management
Florida
$202K – – –
SC
406
SummitTX Capital
Texas
$201K -$4.32M -23,145 -95%
CIAM
407
Caitong International Asset Management
Hong Kong
$200K +$217K +1,162 +1,128%
LIC
408
Laurus Investment Counsel
Canada
$196K -$57.1K -306 -20%
EWA
409
EverSource Wealth Advisors
Alabama
$188K +$6.34K +34 +3%
AA
410
Addison Advisors
Vermont
$180K -$21.8K -117 -9%
T
411
TOBAM
France
$173K +$5.04K +27 +4%
AAP
412
Arax Advisory Partners
Colorado
$172K +$198K +1,064 +4,092%
PWA
413
Physician Wealth Advisors
Utah
$168K -$560 -3 -0.3%
RF
414
Rossby Financial
Florida
$161K +$2.61K +14 +1%
SWM
415
Spire Wealth Management
Virginia
$160K -$1.87K -10 -1%
M
416
MOTCO
Texas
$155K – – –
BF
417
BOK Financial
Oklahoma
$149K -$59.7K -320 -25%
GIA
418
GHP Investment Advisors
Colorado
$135K – – –
HDIM
419
Hanson & Doremus Investment Management
Vermont
$128K -$3.54K -19 -2%
HNB
420
Huntington National Bank
Ohio
$127K -$23.9K -128 -14%
CPG
421
Cornerstone Planning Group
New Jersey
$119K -$74.3K -398 -33%
DB
422
Danske Bank
Denmark
$117K +$30K +161 +27%
PTC
423
Private Trust Company
Ohio
$116K -$11K -59 -7%
MCM
424
Manchester Capital Management
Vermont
$114K – – –
GI
425
GAMMA Investing
California
$104K -$187 -1 -0.2%
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17
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