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Name Holding Trade Value Shares
Change
Change in
Stake
Pinnacle Wealth Planning Services
876
Pinnacle Wealth Planning Services
Ohio
$216K – – –
Valeo Financial Advisors
877
Valeo Financial Advisors
Indiana
$216K +$213K +85 New
F.L. Putnam Investment Management
878
F.L. Putnam Investment Management
Massachusetts
$213K -$105K -42 -33%
WEG
879
World Equity Group
Illinois
$213K -$2.51K -1 -1%
TWA
880
Tandem Wealth Advisors
Arizona
$213K +$7.53K +3 +4%
SMG
881
Smart Money Group
Texas
$213K +$211K +84 New
Perennial Investment Advisors
882
Perennial Investment Advisors
California
$208K – – –
Cassaday & Co Wealth Management
883
Cassaday & Co Wealth Management
Virginia
$208K +$206K +82 New
CC
884
Copperleaf Capital
North Carolina
$208K – – –
Curi RMB Capital
885
Curi RMB Capital
Illinois
$208K – – –
Quent Capital
886
Quent Capital
New York
$208K – – –
IWA
887
IVC Wealth Advisors
Pennsylvania
$208K +$2.51K +1 +1%
IFU
888
iSAM Funds (UK)
United Kingdom
$208K +$206K +82 New
Wexford Capital
889
Wexford Capital
Florida
$206K – – –
Nebula Research & Development
890
Nebula Research & Development
New York
$206K +$203K +81 New
Fisher Asset Management
891
Fisher Asset Management
Washington
$205K +$201K +80 New
Meridian Wealth Advisors
892
Meridian Wealth Advisors
Texas
$203K +$201K +80 New
HCP
893
Holt Capital Partners
Texas
$203K +$201K +80 New
Lodestar Private Asset Management
894
Lodestar Private Asset Management
California
$203K +$201K +80 New
TCP Asset Management
895
TCP Asset Management
Ohio
$203K +$201K +80 New
ING Group
896
ING Group
Netherlands
$201K -$12.1M -4,813 -98%
Aaron Wealth Advisors
897
Aaron Wealth Advisors
Illinois
$201K +$198K +79 New
Choate Investment Advisors
898
Choate Investment Advisors
Massachusetts
$201K +$198K +79 New
Douglass Winthrop Advisors
899
Douglass Winthrop Advisors
New York
$201K +$198K +79 New
Sunbelt Securities
900
Sunbelt Securities
Texas
$183K – – –