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Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
1476
Mount Yale Investment Advisors
Colorado
$1.61M +$197K +3,261 +14%
IFWM
1477
Institute for Wealth Management
Colorado
$1.61M +$76.8K +1,274 +5%
CAM
1478
Cidel Asset Management
Ontario, Canada
$1.6M +$122K +2,025 +8%
CWS
1479
Cypress Wealth Services
California
$1.6M -$140K -2,329 -8%
TBNY
1480
Trustco Bank (New York)
New York
$1.6M -$60.3K -1,000 -4%
DBRC
1481
D.B. Root & Company
Pennsylvania
$1.59M -$104K -1,724 -6%
EP
1482
EPIQ Partners
Minnesota
$1.59M +$1.56M +25,890 New
OSAM
1483
O'Shaughnessy Asset Management
Connecticut
$1.58M -$427K -7,074 -22%
VNIM
1484
Vaughan Nelson Investment Management
Texas
$1.58M
BBI
1485
Baxter Bros Inc
Connecticut
$1.58M +$3.92K +65 +0.3%
PPP
1486
Private Portfolio Partners
New Jersey
$1.58M -$87.8K -1,456 -5%
TIA
1487
Trust Investment Advisors
Indiana
$1.58M -$18.1K -300 -1%
CCT
1488
Country Club Trust
Missouri
$1.57M -$39.7K -658 -2%
BFA
1489
Beaumont Financial Advisors
Massachusetts
$1.57M +$595K +9,871 +63%
IIC
1490
Integrated Investment Consultants
Michigan
$1.57M -$43K -713 -3%
SG
1491
StoneX Group
New York
$1.57M +$145K +2,407 +10%
JHCP
1492
Jackson Hole Capital Partners
Oklahoma
$1.57M +$39.2K +650 +3%
MCAI
1493
Members Capital Advisors Inc
Wisconsin
$1.55M +$1.53M +25,332 New
CCB
1494
Cutter & Co Brokerage
Missouri
$1.55M -$320K -5,310 -17%
FCA
1495
FLC Capital Advisors
California
$1.55M +$58.4K +969 +4%
VWA
1496
V Wealth Advisors
Kansas
$1.55M
WIP
1497
Wellesley Investment Partners
Massachusetts
$1.55M +$18K +299 +1%
NAM
1498
Nexpoint Asset Management
Texas
$1.53M -$2.11M -35,000 -58%
LCH
1499
Lee Capital Holdings
New York
$1.53M +$1.51M +25,000 New
ITIM
1500
Indiana Trust & Investment Management
Indiana
$1.53M -$137K -2,266 -8%