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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1201
Continuum Advisory
Idaho
$174K -$220K -2,679 -57%
BCM
1202
Blume Capital Management
California
$172K
MFC
1203
Mechanics Financial Corp
Ohio
$172K
OC
1204
Oakworth Capital
Alabama
$168K -$1.56K -19 -1%
AA
1205
Addison Advisors
Vermont
$168K
JWM
1206
Janiczek Wealth Management
Colorado
$167K +$2.71K +33 +2%
AF
1207
Advisornet Financial
Minnesota
$166K -$15.6K -190 -9%
TF
1208
Tompkins Financial
New York
$166K -$171K -2,086 -52%
SIS
1209
Sound Income Strategies
Florida
$160K +$5.41K +66 +4%
T. Rowe Price Investment Management
1210
T. Rowe Price Investment Management
Maryland
$156K +$51.6K +630 +53%
FAM
1211
Formidable Asset Management
Ohio
$155K +$148K +1,800 New
SWM
1212
Sugarloaf Wealth Management
Georgia
$151K +$82 +1 +0.1%
AA
1213
Alta Advisers
United Kingdom
$146K
WSCM
1214
Wellington Shields Capital Management
New York
$146K
RA
1215
Ransom Advisory
Rhode Island
$146K +$139K +1,700 New
USB
1216
Union Savings Bank
Connecticut
$146K
CG
1217
Cutler Group
California
$145K +$139K +1,694 New
CTA
1218
Colonial Trust Advisors
South Carolina
$144K +$7.3K +89 +6%
ECM
1219
Elgethun Capital Management
South Dakota
$137K +$410 +5 +0.3%
RA
1220
Rise Advisors
New York
$135K +$20.3K +248 +19%
ST
1221
Smithfield Trust
Pennsylvania
$134K
DCM
1222
Davis Capital Management
Florida
$133K -$6.48K -79 -5%
PMFA
1223
Plante Moran Financial Advisors
Michigan
$131K -$4.75K -58 -4%
Lazard Asset Management
1224
Lazard Asset Management
New York
$130K +$20.2K +247 +19%
IA
1225
IFP Advisors
Florida
$128K +$984 +12 +0.8%