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Name Holding Trade Value Shares
Change
Change in
Stake
SOS
1201
Silver Oak Securities
Tennessee
$175K -$12K -146 -7%
CA
1202
Continuum Advisory
Idaho
$174K -$220K -2,679 -57%
BCM
1203
Blume Capital Management
California
$172K – – –
MFC
1204
Mechanics Financial Corp
Ohio
$172K – – –
OC
1205
Oakworth Capital
Alabama
$168K -$1.56K -19 -1%
AA
1206
Addison Advisors
Vermont
$168K – – –
JWM
1207
Janiczek Wealth Management
Colorado
$167K +$2.71K +33 +2%
AF
1208
Advisornet Financial
Minnesota
$166K -$15.6K -190 -9%
TF
1209
Tompkins Financial
New York
$166K -$171K -2,086 -52%
SIS
1210
Sound Income Strategies
Florida
$160K +$5.41K +66 +4%
T. Rowe Price Investment Management
1211
T. Rowe Price Investment Management
Maryland
$156K +$51.6K +630 +53%
FAM
1212
Formidable Asset Management
Ohio
$155K +$148K +1,800 New
SWM
1213
Sugarloaf Wealth Management
Georgia
$151K +$82 +1 +0.1%
AA
1214
Alta Advisers
United Kingdom
$146K – – –
WSCM
1215
Wellington Shields Capital Management
New York
$146K – – –
RA
1216
Ransom Advisory
Rhode Island
$146K +$139K +1,700 New
USB
1217
Union Savings Bank
Connecticut
$146K – – –
CG
1218
Cutler Group
California
$145K +$139K +1,694 New
CTA
1219
Colonial Trust Advisors
South Carolina
$144K +$7.3K +89 +6%
ECM
1220
Elgethun Capital Management
South Dakota
$137K +$410 +5 +0.3%
RA
1221
Rise Advisors
New York
$135K +$20.3K +248 +19%
Smithfield Trust
1222
Smithfield Trust
Pennsylvania
$134K – – –
DCM
1223
Davis Capital Management
Florida
$133K -$6.48K -79 -5%
PMFA
1224
Plante Moran Financial Advisors
Michigan
$131K -$4.75K -58 -4%
Lazard Asset Management
1225
Lazard Asset Management
New York
$130K +$20.2K +247 +19%