Name Holding Trade Value Shares
Change
Change in
Stake
DWP
1301
Destiny Wealth Partners
Florida
$185K +$194K +1,565 New
AAP
1302
Arax Advisory Partners
Colorado
$180K -$438K -3,546 -70%
AF
1303
Advisornet Financial
Minnesota
$177K -$2.47K -20 -1%
MCM
1304
Manchester Capital Management
Vermont
$174K -$22K -178 -11%
PL
1305
PeakShares LLC
Florida
$171K +$5.94K +48 +3%
GEA
1306
Glen Eagle Advisors
New Jersey
$171K -$220K -1,783 -55%
TFIPS
1307
Towarzystwo Funduszy Inwestycyjnych PZU SA
$169K -$24.4K -197 -12%
PWPS
1308
Pinnacle Wealth Planning Services
Ohio
$164K -$8.9K -72 -5%
AIM
1309
Anchor Investment Management
South Carolina
$162K +$10.5K +85 +7%
MNA
1310
Manning & Napier Advisors
New York
$154K -$192K -1,555 -54%
BOJHT
1311
Bank of Jackson Hole Trust
Wyoming
$145K -$8.16K -66 -5%
AF
1312
Aviso Financial
Ontario, Canada
$144K -$1.85K -15 -1%
AA
1313
Addison Advisors
Vermont
$144K +$2.6K +21 +2%
OL
1314
OneFund LLC
Florida
$142K -$12.5K -101 -8%
TTIC
1315
Tower Trust & Investment Company
Iowa
$142K – – –
BA
1316
Bard Associates
Illinois
$141K +$148K +1,197 New
ISWM
1317
Intesa Sanpaolo Wealth Management
$141K +$106K +858 +258%
AGA
1318
Arkos Global Advisors
Texas
$139K +$146K +1,179 New
TCOT
1319
Trust Company of Toledo
Ohio
$136K -$16.9K -137 -11%
CTWM
1320
Cherry Tree Wealth Management
Minnesota
$135K – – –
BIAS
1321
Beacon Investment Advisory Services
New Jersey
$134K -$141K -1,139 -50%
TFM
1322
TFC Financial Management
Massachusetts
$129K +$247 +2 +0.2%
KLWA
1323
Kelly Lawrence W & Associates
California
$127K – – –
PFBT
1324
Parkside Financial Bank & Trust
Missouri
$127K -$8.66K -70 -6%
AT
1325
Avalon Trust
New Mexico
$122K -$22.9K -185 -15%