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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
401
Harbor Investment Advisory
Maryland
$314K – – –
TW
402
TrinityPoint Wealth
Connecticut
$311K -$4.86K -13 -2%
AR
403
Advisory Research
Illinois
$309K +$312K +836 New
PCFFS
404
Pacific Center for Financial Services
California
$298K -$23.5K -63 -7%
ECM
405
Evergreen Capital Management
Washington
$297K +$27.3K +73 +10%
ST
406
Smithfield Trust
Pennsylvania
$296K -$5.61K -15 -2%
WJWM
407
Williams Jones Wealth Management
New York
$295K – – –
PCM
408
Prelude Capital Management
New York
$288K -$19.8K -53 -6%
KAS
409
Kestra Advisory Services
Texas
$288K +$3.36K +9 New
FAIM
410
Financial Advocates Investment Management
Washington
$288K +$41.1K +110 +16%
Bank Julius Baer & Co
411
Bank Julius Baer & Co
Switzerland
$286K +$289K +774 New
Toronto Dominion Bank
412
Toronto Dominion Bank
Ontario, Canada
$285K +$2.62K +7 +0.9%
PIM
413
Penobscot Investment Management
Massachusetts
$282K – – –
SI
414
Stephens Inc
Arkansas
$282K +$17.9K +48 +7%
TAIM
415
TD Ameritrade Investment Management
Nebraska
$279K +$25.8K +69 +10%
SFA
416
Sequoia Financial Advisors
Ohio
$268K +$272K +727 New
BG
417
Bollard Group
Massachusetts
$266K – – –
EAM
418
Erste Asset Management
Austria
$262K +$262K +700 New
WAM
419
Wealthspire Advisors (Maryland)
Maryland
$261K -$734K -1,963 -74%
AF
420
Advisornet Financial
Minnesota
$261K +$1.5K +4 +0.6%
SBIA
421
Sheaff Brock Investment Advisors
Indiana
$261K +$49K +131 +23%
WSCM
422
Wellington Shields Capital Management
New York
$258K – – –
CF
423
Centaurus Financial
California
$258K +$135K +361 +107%
AWA
424
Arete Wealth Advisors
Illinois
$258K +$261K +698 New
AMCA
425
Arthur M. Cohen & Associates
Illinois
$258K +$262K +700 New