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Name Holding Trade Value Shares
Change
Change in
Stake
DC
1376
DeDora Capital
California
$986K +$141K +4,184 +16%
MWM
1377
Mission Wealth Management
California
$986K -$36.2K -1,072 -3%
LOIP
1378
Live Oak Investment Partners
Texas
$985K – – –
LA
1379
Lynch & Associates
Indiana
$984K -$19.9K -588 -2%
ES
1380
Eagle Strategies
New York
$983K +$89.8K +2,659 +10%
AWM
1381
Avior Wealth Management
Nebraska
$983K -$79.3K -2,347 -7%
CM
1382
Columbus Macro
Pennsylvania
$978K -$46.6K -1,380 -4%
GLR
1383
Great Lakes Retirement
Ohio
$976K +$56.9K +1,684 +6%
Financial Engines Advisors
1384
Financial Engines Advisors
California
$974K +$38.5K +1,140 +4%
FMTC
1385
Farmers & Merchants Trust Company
California
$974K +$34.6K +1,025 +4%
CSUI
1386
Cincinnati Specialty Underwriters Insurance
Ohio
$972K – – –
SACTSONJ
1387
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$972K – – –
SAM
1388
Stansberry Asset Management
Texas
$969K +$25.4K +753 +3%
HPC
1389
HM Payson & Co
Maine
$969K -$396K -11,720 -28%
JF
1390
Jump Financial
Illinois
$968K -$561K -16,614 -36%
WP
1391
WealthSource Partners
California
$966K -$126K -3,726 -11%
GSC
1392
G&S Capital
Colorado
$965K -$38.9K -1,152 -4%
CRIG
1393
Charter Research & Investment Group
Connecticut
$960K – – –
RWPA
1394
Richard W. Paul & Associates
Michigan
$957K +$180K +5,322 +22%
DA
1395
Detalus Advisors
Missouri
$952K -$13.1K -388 -1%
SMFG
1396
Sumitomo Mitsui Financial Group
Japan
$952K -$76.2K -2,255 -7%
KFI
1397
Key Financial Inc
Pennsylvania
$951K +$777 +23 +0.1%
PFM
1398
Privium Fund Management
Netherlands
$946K +$987K +29,200 New
B
1399
Bellecapital
Switzerland
$946K +$214K +6,329 +28%
AIM
1400
Acropolis Investment Management
Missouri
$945K +$30.6K +906 +3%