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Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
851
Beese Fulmer Investment Management
Ohio
$1.3M -$135K -1,412 -10%
SF
852
Summit Financial
New Jersey
$1.3M -$532K -5,582 -31%
IAN
853
Integrated Advisors Network
Texas
$1.3M +$30.8K +323 +3%
PFGIA
854
Patriot Financial Group Insurance Agency
Massachusetts
$1.29M +$93.2K +977 +9%
PWA
855
Provenance Wealth Advisors
Florida
$1.29M +$16.2K +170 +1%
AAS
856
Ameritas Advisory Services
Nebraska
$1.29M +$161K +1,693 +20%
PA
857
Pinnacle Associates
New York
$1.28M +$47K +493 +4%
HFM
858
Hartford Financial Management
Connecticut
$1.27M +$132K +1,384 +13%
DAM
859
Deepwater Asset Management
Minnesota
$1.27M +$1.16M +12,175 New
GLR
860
Great Lakes Retirement
Ohio
$1.26M +$115K +1,206 +11%
MW
861
Maia Wealth
Colorado
$1.26M +$1.15M +12,088 New
MGWM
862
Marks Group Wealth Management
Minnesota
$1.25M -$39.3K -412 -3%
BCA
863
Bray Capital Advisors
Florida
$1.24M – – –
GXJ
864
Global X Japan
Japan
$1.24M +$1.14M +11,925 New
CAM
865
Carret Asset Management
New York
$1.24M -$19.1K -200 -2%
MBT
866
Montecito Bank & Trust
California
$1.24M +$40.6K +426 +4%
GWM
867
GSB Wealth Management
Connecticut
$1.22M +$48.4K +507 +5%
UOTTAIMCU
868
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.22M +$1.12M +11,744 New
MFIM
869
Mesirow Financial Investment Management
Illinois
$1.22M +$1.12M +11,724 New
CFGS
870
Concourse Financial Group Securities
Alabama
$1.21M +$288K +3,018 +35%
CNBTD
871
Citizens National Bank Trust Department
Mississippi
$1.2M +$276K +2,895 +33%
II
872
Inspire Investing
Idaho
$1.2M -$5.25K -55 -0.5%
FI
873
Fosun International
China
$1.2M -$849K -8,900 -44%
LFASL
874
Lugano Financial Advisors SA (LFA)
Switzerland
$1.19M -$52.9K -555 -5%
AC
875
AXQ Capital
New Jersey
$1.19M +$1.09M +11,400 New