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Name Holding Trade Value Shares
Change
Change in
Stake
BWCS
826
Beirne Wealth Consulting Services
Connecticut
$1.36M +$1.1M +1,403 New
CT
827
Colonial Trust
South Carolina
$1.36M +$1.1M +1,401 New
IWM
828
IHT Wealth Management
Illinois
$1.35M +$115K +146 +12%
MPPW
829
Mitchell & Pahl Private Wealth
Oklahoma
$1.35M -$6.29K -8 -0.6%
BFS
830
Bard Financial Services
Connecticut
$1.35M – – –
SM
831
STF Management
Texas
$1.34M -$36.2K -46 -3%
IAS
832
IMA Advisory Services
Colorado
$1.33M +$31.4K +40 +3%
AT
833
American Trust
Kentucky
$1.33M +$48K +61 +5%
MGIA
834
Moneta Group Investment Advisors
Missouri
$1.32M +$151K +192 +16%
SRC
835
Sage Rhino Capital
California
$1.32M +$18.9K +24 +2%
KP
836
Keel Point
Alabama
$1.32M -$25.2K -32 -2%
FAFN
837
First Affirmative Financial Network
Colorado
$1.31M +$29.1K +37 +3%
BA
838
Bridgewater Advisors
New York
$1.3M -$28.3K -36 -3%
SWM
839
SeaCrest Wealth Management
New York
$1.3M -$540K -687 -34%
SF
840
Summit Financial
New Jersey
$1.29M +$229K +291 +28%
WPW
841
Waldron Private Wealth
Pennsylvania
$1.29M +$31.4K +40 +3%
BIM
842
Baldwin Investment Management
Pennsylvania
$1.29M +$149K +190 +17%
BONH
843
Bank of New Hampshire
New Hampshire
$1.29M +$33K +42 +3%
DT
844
Diversified Trust
Tennessee
$1.28M -$388K -494 -27%
BIA
845
Benchmark Investment Advisors
Illinois
$1.28M +$1.04M +1,327 New
VVP
846
Venture Visionary Partners
Ohio
$1.28M +$381K +485 +58%
PWP
847
Private Wealth Partners
California
$1.27M +$630K +802 +157%
BCM
848
BTC Capital Management
Iowa
$1.27M +$104K +132 +11%
FHA
849
Flagship Harbor Advisors
Massachusetts
$1.26M -$20.4K -26 -2%
IPAM
850
ICICI Prudential Asset Management
India
$1.26M -$1.1M -1,394 -52%