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Name Holding Trade Value Shares
Change
Change in
Stake
FTI
1901
Fiduciary Trust International
Massachusetts
$205K +$209K +2,454 New
WAAG
1902
Wealth Alliance Advisory Group
Kansas
$205K +$219K +2,573 New
RP
1903
Rowlandmiller & Partners
Georgia
$204K +$17K +200 +9%
SCM
1904
Smith Capital Management
Arkansas
$203K +$4.33K +51 +2%
ANB
1905
Amarillo National Bank
Texas
$202K +$205K +2,413 New
BWM
1906
Buckley Wealth Management
Nevada
$201K -$93.5K -1,100 -31%
HHAM
1907
HITE Hedge Asset Management
Massachusetts
$201K
TWM
1908
Tolleson Wealth Management
Texas
$201K
FBB
1909
Fulton Breakefield Broenniman
Maryland
$201K +$204K +2,405 New
SXL
1910
Summit X LLC
Missouri
$200K +$202K +2,373 New
BPA
1911
Beacon Pointe Advisors
California
$200K +$203K +2,394 New
AIM
1912
AIA Investment Management
Singapore
$196K +$199K +2,345 New
SNBOSD
1913
Security National Bank of So Dak
Iowa
$187K +$6.37K +75 +3%
AssetMark Inc
1914
AssetMark Inc
California
$183K -$61.8K -727 -25%
CT
1915
Clearstead Trust
Maine
$183K
RA
1916
Rational Advisors
New York
$181K -$1.32M -15,564 -88%
CCMW
1917
Cypress Capital Management (Wyoming)
Wyoming
$181K
HCM
1918
Hilton Capital Management
New York
$181K
LD
1919
Lipe & Dalton
New York
$178K -$1.7K -20 -0.9%
PWP
1920
Personal Wealth Partners
Minnesota
$178K +$66.1K +778 +58%
DOA
1921
D'Orazio & Associates
Virginia
$177K +$28.1K +331 +19%
PFGIA
1922
Patriot Financial Group Insurance Agency
Massachusetts
$176K -$15.9K -187 -8%
IAS
1923
IMA Advisory Services
Colorado
$176K
RAM
1924
Riggs Asset Management
Pennsylvania
$170K
SIAS
1925
Shine Investment Advisory Services
Colorado
$166K +$12.2K +144 +8%