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Name Holding Trade Value Shares
Change
Change in
Stake
VAM
1351
Verity Asset Management
North Carolina
$844K +$48K +195 +6%
MGWM
1352
Marks Group Wealth Management
Minnesota
$840K +$32.7K +133 +4%
PPWP
1353
Proquility Private Wealth Partners
Nevada
$839K +$15.3K +62 +2%
JIR
1354
James Investment Research
Ohio
$836K -$33.5K -136 -4%
SAM
1355
Security Asset Management
New York
$835K -$9.59K -39 -1%
DA
1356
Doliver Advisors
Texas
$835K +$200K +814 +31%
ODCM
1357
Old Dominion Capital Management
Virginia
$833K -$3.2K -13 -0.4%
BBI
1358
Baxter Bros Inc
Connecticut
$832K -$21.9K -89 -3%
CBN
1359
Cadence Bank NA
Texas
$828K -$51.9K -211 -6%
BBA
1360
BLB&B Advisors
Pennsylvania
$820K -$23.9K -97 -3%
IP
1361
Intellectus Partners
California
$816K +$8.12K +33 +1%
FPS
1362
Fieldpoint Private Securities
Connecticut
$813K -$202K -823 -19%
LWM
1363
Lyell Wealth Management
California
$813K -$84.4K -343 -9%
BOS
1364
Bingham Osborn & Scarborough
California
$813K +$184K +747 +29%
OWP
1365
Obermeyer Wealth Partners
Colorado
$812K – – –
CL
1366
Choreo LLC
Illinois
$812K +$484K +1,969 +145%
LTI
1367
Laffer Tengler Investments
Tennessee
$812K -$1.96M -7,975 -71%
MOS
1368
MGO One Seven
Ohio
$810K -$51.2K -208 -6%
BWAM
1369
Boyd Watterson Asset Management
Ohio
$810K +$3.94K +16 +0.5%
CBA
1370
Coastal Bridge Advisors
Connecticut
$809K +$12.3K +50 +2%
SIG
1371
Sky Investment Group
Connecticut
$806K -$17.2K -70 -2%
LPT
1372
Legacy Private Trust
Wisconsin
$805K -$53.4K -217 -6%
AW
1373
Alaethes Wealth
Nevada
$804K -$4.43K -18 -0.5%
CCMIC
1374
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$804K – – –
OAM
1375
Optimal Asset Management
California
$804K – – –