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Name Holding Trade Value Shares
Change
Change in
Stake
SGAM
301
Smith Group Asset Management
Texas
$24K +$1.33K +34 +7%
PGAM
302
Princeton Global Asset Management
New Jersey
$22K – – –
GFPC
303
Global Financial Private Client
Florida
$21.2K – – –
MA
304
MUFG Americas
New York
$20K – – –
Schroder Investment Management Group
305
Schroder Investment Management Group
United Kingdom
$20K – – –
CHC
306
City Holding Co
West Virginia
$19K – – –
FP
307
Financial Perspectives
Minnesota
$18.2K – – –
EW
308
Evoke Wealth
California
$17K -$6.62K -169 -30%
HDIM
309
Hanson & Doremus Investment Management
Vermont
$17K – – –
CA
310
Centerpoint Advisors
Massachusetts
$16K – – –
BCWM
311
Bartlett & Co Wealth Management
Ohio
$15.4K – – –
OPS
312
Orion Portfolio Solutions
Nebraska
$15K -$3.95K -101 -23%
1832 Asset Management
313
1832 Asset Management
Ontario, Canada
$15K – – –
BC
314
Bartlett & Co
Ohio
$15K – – –
RFA
315
Reilly Financial Advisors
California
$14K – – –
VFA
316
Valeo Financial Advisors
Indiana
$14K +$5.36K +137 +73%
RE
317
RBC Europe
United Kingdom
$13.1K – – –
FHA
318
First Horizon Advisors
Tennessee
$13K -$3.48K -89 -24%
EWM
319
Endurance Wealth Management
Rhode Island
$13K – – –
TWA
320
TCI Wealth Advisors
Arizona
$13K +$9.71K +248 +443%
BCA
321
Bray Capital Advisors
Florida
$12K – – –
FWM
322
FSA Wealth Management
Massachusetts
$12K – – –
NSB
323
Norway Savings Bank
Maine
$12K – – –
TC
324
Trust Company
Kansas
$12K – – –
LWM
325
Lenox Wealth Management
Ohio
$12K +$6.62K +169 +156%