Name Holding Trade Value Shares
Change
Change in
Stake
SI
976
Seeds Investor
New York
$225K -$66.3K -183 -23%
SW
977
SVB Wealth
Massachusetts
$224K -$319K -880 -58%
WA
978
Waddell & Associates
Tennessee
$224K – – –
DA
979
Dover Advisors
Virginia
$223K – – –
GWM
980
Geneos Wealth Management
Colorado
$223K +$43.5K +120 +24%
CBTWT
981
Community Bank & Trust (Waco, Texas)
Texas
$222K +$725 +2 +0.3%
GWM
982
Gitterman Wealth Management
New Jersey
$222K -$152K -420 -40%
BL
983
Balentine LLC
Georgia
$222K -$33K -91 -13%
SP
984
Stonebrook Private
Michigan
$222K +$19.6K +54 +10%
BHWM
985
Bar Harbor Wealth Management
New Hampshire
$221K -$53.3K -147 -19%
MSR
986
Main Street Research
Connecticut
$221K -$725 -2 -0.3%
PSP
987
Principal Street Partners
Tennessee
$221K +$224K +618 New
BEI
988
Benjamin Edwards Inc
Missouri
$220K +$224K +618 New
LI
989
LRI Investments
Florida
$219K +$6.16K +17 +3%
AT
990
American Trust
Kentucky
$219K +$222K +614 New
SEIA
991
Signature Estate & Investment Advisors
California
$218K -$6.16K -17 -3%
CP
992
Canopy Partners
Ohio
$218K +$1.45K +4 +0.7%
BAM
993
Blueshift Asset Management
New Jersey
$218K +$221K +611 New
NFC
994
Northeast Financial Consultants
Connecticut
$218K – – –
LAM
995
Lewis Asset Management
California
$217K +$221K +609 New
MP
996
McDonald Partners
Ohio
$217K – – –
AHL
997
Abel Hall LLC
Louisiana
$217K +$220K +607 New
VCP
998
Verus Capital Partners
Arizona
$216K – – –
KIA
999
KCM Investment Advisors
California
$215K -$2.54K -7 -1%
PC
1000
Port Capital
Illinois
$214K – – –