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Name Holding Trade Value Shares
Change
Change in
Stake
LNB
926
Ledyard National Bank
$363K
PIM
927
Plato Investment Management
Australia
$361K -$812K -215 -67%
HCMT
928
Highland Capital Management (Tennessee)
Tennessee
$359K -$1.98M -523 -83%
FNBT
929
FineMark National Bank & Trust
Florida
$356K
JF
930
JSF Financial
California
$353K -$11.3K -3 -3%
FOFP
931
Fee-Only Financial Planning
South Carolina
$353K
IWA
932
IVC Wealth Advisors
Pennsylvania
$353K +$3.78K +1 +1%
BAM
933
Belpointe Asset Management
Nevada
$353K +$7.56K +2 +2%
FCA
934
Fortis Capital Advisors
Kansas
$353K +$7.56K +2 +2%
AWM
935
AE Wealth Management
Kansas
$349K +$94.4K +25 +32%
PCIA
936
Prime Capital Investment Advisors
Kansas
$349K -$79.3K -21 -17%
BPWM
937
Badgley Phelps Wealth Managers
Washington
$349K -$34K -9 -8%
DWM
938
Drive Wealth Management
Utah
$346K +$7.56K +2 +2%
SFS
939
Security Financial Services
Indiana
$346K -$11.3K -3 -3%
DWA
940
Douglass Winthrop Advisors
New York
$346K
BC
941
Bayforest Capital
United Kingdom
$346K +$385K +102 New
SAI
942
Savvy Advisors Inc
New York
$345K -$162K -43 -30%
MYIA
943
Mount Yale Investment Advisors
Colorado
$343K -$26.4K -7 -6%
HNB
944
Hilltop National Bank
Wyoming
$343K -$18.9K -5 -5%
GSC
945
G&S Capital
Colorado
$343K
BMA
946
Brooks Moore & Associates
Tennessee
$339K
CUAMC
947
China Universal Asset Management Company
China
$339K
DIM
948
Delta Investment Management
California
$339K
ESBC
949
E.S. Barr & Co
Kentucky
$339K
FWMM
950
Foundation Wealth Management (Missouri)
Missouri
$339K