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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
551
Lyell Wealth Management
California
$2.27M -$1.11M -7,216 -37%
MPWT
552
MassMutual Private Wealth & Trust
Connecticut
$2.27M +$313K +2,039 +20%
NGA
553
Naples Global Advisors
Florida
$2.27M +$10.8K +70 +0.6%
KLCM
554
KG&L Capital Management
Louisiana
$2.25M +$711K +4,627 +60%
EWM
555
EPG Wealth Management
Georgia
$2.25M +$410K +2,665 +28%
TCM
556
Thames Capital Management
New Jersey
$2.25M +$1.89M +12,274 New
1SB
557
1ST Source Bank
Indiana
$2.24M -$17.1K -111 -0.9%
CPA
558
Capital Planning Advisors
California
$2.23M +$1.87M +12,180 New
GIM
559
Guardian Investment Management
California
$2.22M +$170K +1,104 +10%
CCMG
560
Clark Capital Management Group
Pennsylvania
$2.22M -$94.8K -617 -5%
CA
561
Clearstead Advisors
Ohio
$2.21M +$1.13M +7,366 +157%
KA
562
Kovack Advisors
Florida
$2.21M -$283K -1,839 -13%
HW
563
Hancock Whitney
Mississippi
$2.2M -$29.4K -191 -2%
CT
564
Caldwell Trust
Florida
$2.2M -$386K -2,514 -17%
HIC
565
Holderness Investments Company
North Carolina
$2.19M +$4.61K +30 +0.3%
RC
566
RegentAtlantic Capital
New Jersey
$2.19M -$164K -1,064 -8%
SDIC
567
South Dakota Investment Council
South Dakota
$2.19M +$41.5K +270 +2%
FWM
568
Frontier Wealth Management
Missouri
$2.18M +$277K +1,801 +18%
SIM
569
Spark Investment Management
New York
$2.17M
BIAS
570
Beacon Investment Advisory Services
New Jersey
$2.17M -$16.3K -106 -0.9%
HDIM
571
Hanson & Doremus Investment Management
Vermont
$2.16M -$233K -1,516 -11%
MA
572
Mutual Advisors
Nebraska
$2.16M +$138K +895 +8%
MWA
573
MFA Wealth Advisors
Pennsylvania
$2.16M -$232K -1,511 -11%
ZIM
574
Zacks Investment Management
Illinois
$2.16M +$287K +1,866 +19%
HVIA
575
Hudson Valley Investment Advisors
New York
$2.14M +$39.2K +255 +2%