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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1451
Alta Capital Management
Utah
$334K -$208K -1,134 -37%
B
1452
Bridgeworth
Alabama
$333K +$363K +1,978 New
PHAM
1453
Palisades Hudson Asset Management
Florida
$332K – – –
PLFAM
1454
Pineno Levin & Ford Asset Management
Virginia
$332K – – –
WLIM
1455
White Lighthouse Investment Management
Massachusetts
$332K – – –
MTCM
1456
Mint Tower Capital Management
Netherlands
$332K +$358K +1,950 New
RIA
1457
Regal Investment Advisors
Michigan
$331K -$2.07M -11,299 -85%
NCM
1458
Northwest Capital Management
Oregon
$328K – – –
TL
1459
TrueWealth LLC
Georgia
$327K -$7.89K -43 -2%
ICM
1460
IMS Capital Management
Oregon
$327K – – –
VIA
1461
Vident Investment Advisory
Georgia
$326K -$272K -1,483 -44%
MC
1462
Middleton & Co
Massachusetts
$326K +$23.9K +130 +7%
CCM
1463
Coe Capital Management
Illinois
$325K -$34.9K -190 -9%
TWM
1464
Torch Wealth Management
Ohio
$324K – – –
AF
1465
Allworth Financial
California
$323K +$15.4K +84 +5%
AUB
1466
Atlantic Union Bankshares
Virginia
$322K +$54.9K +299 +19%
AIA
1467
Allegis Investment Advisors
Idaho
$320K +$344K +1,875 New
MCM
1468
Mitchell Capital Management
Kansas
$319K +$343K +1,871 New
CC
1469
Capital Counsel
New York
$318K – – –
HIS
1470
Horizon Investment Services
Indiana
$316K -$4.84M -26,374 -93%
AW
1471
Alpha Windward
Massachusetts
$315K +$24.8K +135 +8%
VNA
1472
VNBTrust National Association
Virginia
$312K – – –
PMFA
1473
Plante Moran Financial Advisors
Michigan
$311K +$92.9K +506 +38%
MMA
1474
Miracle Mile Advisors
California
$310K -$3.67K -20 -1%
PHS
1475
Pekin Hardy Strauss
Illinois
$310K – – –