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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
701
Tributary Capital Management
Nebraska
$345K -$18.6K -80 -5%
TAM
702
Trillium Asset Management
Massachusetts
$336K +$83.4K +358 +33%
FB
703
Fulton Bank
Pennsylvania
$329K +$50.1K +215 +18%
WJWM
704
Williams Jones Wealth Management
New York
$329K +$329K +1,411 New
PA
705
Probity Advisors
Texas
$328K +$38K +163 +13%
PVWM
706
Point View Wealth Management
New Jersey
$327K +$327K +1,404 New
SA
707
Sicart Associates
New York
$326K – – –
LI
708
Leap Investments
Illinois
$326K +$326K +1,400 New
WC
709
Winmill & Co
New Hampshire
$326K +$326K +1,400 New
PFBT
710
Parkside Financial Bank & Trust
Missouri
$324K -$2.1K -9 -0.6%
GIA
711
GHP Investment Advisors
Colorado
$323K +$9.78K +42 +3%
LP
712
LGL Partners
Pennsylvania
$323K +$50.1K +215 +18%
AC
713
Alexandria Capital
Virginia
$321K -$1.4K -6 -0.4%
RCS
714
Retirement Capital Strategies
California
$321K – – –
CIM
715
CIM Investment Management
Pennsylvania
$320K -$32.6K -140 -9%
GTAM
716
Global Trust Asset Management
Florida
$319K -$3.26K -14 -1%
VFA
717
Voya Financial Advisors
Connecticut
$318K -$62.4K -268 -16%
SBIA
718
Sheaff Brock Investment Advisors
Indiana
$312K -$11.6K -50 -4%
KMWM
719
Keudell/Morrison Wealth Management
Oregon
$312K +$5.82K +25 +2%
ABC
720
Associated Banc-Corp
Wisconsin
$311K -$125K -538 -29%
PWMG
721
Prestige Wealth Management Group
New Jersey
$310K -$11.6K -50 -4%
IEFM
722
IQ EQ Fund Management
Ireland
$310K – – –
BB
723
Bell Bank
North Dakota
$310K +$233 +1 +0.1%
MCM
724
MAI Capital Management
Ohio
$307K -$34.2K -147 -10%
SAM
725
SP Asset Management
California
$305K – – –