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Name Holding Trade Value Shares
Change
Change in
Stake
MAA
701
Matrix Asset Advisors
New York
$282K
DT
702
Diversified Trust
Tennessee
$280K -$10.1K -284 -4%
PAMG
703
Patton Albertson Miller Group
Tennessee
$279K +$29.8K +842 +13%
RCAG
704
Rehmann Capital Advisory Group
Michigan
$273K -$48.8K -1,376 -15%
BB
705
Busey Bank
Illinois
$271K -$19.6K -552 -7%
FMWA
706
Forvis Mazars Wealth Advisors
Missouri
$267K +$2.41K +68 +0.9%
WI
707
Wintrust Investments
Illinois
$267K +$261K +7,370 New
Mariner
708
Mariner
Kansas
$264K
FRM
709
Fox Run Management
Connecticut
$263K +$258K +7,274 New
ICOA
710
Investment Centers of America
North Dakota
$262K -$9.36K -264 -4%
TA
711
Tiedemann Advisors
New York
$262K +$256K +7,234 New
BP
712
Ballentine Partners
Massachusetts
$262K +$257K +7,252 New
CDH
713
Charles D. Hyman
$261K
OIA
714
Optimum Investment Advisors
Illinois
$256K
SSWM
715
Smith Salley Wealth Management
North Carolina
$256K +$23.8K +672 +11%
DWA
716
Douglass Winthrop Advisors
New York
$253K
CCM
717
Covington Capital Management
California
$252K -$3.19K -90 -1%
BAM
718
Brave Asset Management
New Jersey
$252K
IAA
719
Independent Advisor Alliance
North Carolina
$251K -$5.6K -158 -2%
HK
720
Horizon Kinetics
New York
$250K
SPIA
721
Steward Partners Investment Advisory
New York
$250K +$72.2K +2,036 +42%
Susquehanna International Group
722
Susquehanna International Group
Pennsylvania
$248K -$9.04M -255,138 -97%
IIM
723
Ipswich Investment Management
Massachusetts
$248K
GIA
724
GHP Investment Advisors
Colorado
$246K
LWCFA
725
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$245K