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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1401
Sit Investment Associates
Minnesota
$183K
OP
1402
ORG Partners
Indiana
$182K -$5.63K -31 -3%
WT
1403
Washington Trust
Rhode Island
$176K -$3.45K -19 -2%
MAM
1404
Magellan Asset Management
Australia
$174K +$9.26K +51 +5%
MUAMU
1405
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$174K +$182K +1,000 New
BFP
1406
Briaud Financial Planning
Texas
$174K +$182K +1,004 New
LFASL
1407
Lugano Financial Advisors SA (LFA)
Switzerland
$174K -$182K -1,000 -50%
MHR
1408
Matthew Hamilton Rosenberg
$174K
CUAMC
1409
China Universal Asset Management Company
China
$172K
TCOV
1410
Trust Company of Vermont
Vermont
$169K -$24.5K -135 -12%
GCM
1411
Gables Capital Management
Florida
$166K
SPWM
1412
Spartan Planning & Wealth Management
North Carolina
$160K +$167K +922 New
TCA
1413
Trifecta Capital Advisors
Illinois
$159K +$18.2K +100 +12%
HI
1414
Harbour Investments
Wisconsin
$153K -$32.9K -181 -17%
RA
1415
Rational Advisors
New York
$152K +$159K +876 New
TWM
1416
Tradition Wealth Management
Minnesota
$150K +$4.36K +24 +3%
JFGIW
1417
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$150K -$6.54K -36 -4%
KFI
1418
Key Financial Inc
Pennsylvania
$147K +$2.54K +14 +2%
SIC
1419
Salem Investment Counselors
North Carolina
$146K +$7.26K +40 +5%
KC
1420
Knuff & Co
California
$146K -$18.2K -100 -11%
UFF
1421
USA Financial Formulas
Michigan
$143K +$148K +817 +20,425%
KI
1422
Kapitalo Investimentos
Brazil
$142K -$21.8K -120 -13%
HI
1423
Hendershot Investments
Virginia
$141K
GWS
1424
Glassman Wealth Services
Virginia
$135K -$1.09K -6 -0.8%
FFA
1425
Farther Finance Advisors
California
$133K +$38.1K +210 +38%