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Name Holding Trade Value Shares
Change
Change in
Stake
FB
701
Fulton Bank
Pennsylvania
$329K +$50.1K +215 +18%
WJWM
702
Williams Jones Wealth Management
New York
$329K +$329K +1,411 New
PA
703
Probity Advisors
Texas
$328K +$38K +163 +13%
PVWM
704
Point View Wealth Management
New Jersey
$327K +$327K +1,404 New
SA
705
Sicart Associates
New York
$326K
LI
706
Leap Investments
Illinois
$326K +$326K +1,400 New
WC
707
Winmill & Co
New Hampshire
$326K +$326K +1,400 New
PFBT
708
Parkside Financial Bank & Trust
Missouri
$324K -$2.1K -9 -0.6%
GIA
709
GHP Investment Advisors
Colorado
$323K +$9.78K +42 +3%
LP
710
LGL Partners
Pennsylvania
$323K +$50.1K +215 +18%
AC
711
Alexandria Capital
Virginia
$321K -$1.4K -6 -0.4%
RCS
712
Retirement Capital Strategies
California
$321K
CIM
713
CIM Investment Management
Pennsylvania
$320K -$32.6K -140 -9%
GTAM
714
Global Trust Asset Management
Florida
$319K -$3.26K -14 -1%
VFA
715
Voya Financial Advisors
Connecticut
$318K -$62.4K -268 -16%
SBIA
716
Sheaff Brock Investment Advisors
Indiana
$312K -$11.6K -50 -4%
KMWM
717
Keudell/Morrison Wealth Management
Oregon
$312K +$5.82K +25 +2%
ABC
718
Associated Banc-Corp
Wisconsin
$311K -$125K -538 -29%
PWMG
719
Prestige Wealth Management Group
New Jersey
$310K -$11.6K -50 -4%
IEFM
720
IQ EQ Fund Management
Ireland
$310K
BB
721
Bell Bank
North Dakota
$310K +$233 +1 +0.1%
MCM
722
MAI Capital Management
Ohio
$307K -$34.2K -147 -10%
SAM
723
SP Asset Management
California
$305K
AWM
724
Aevitas Wealth Management
Massachusetts
$303K -$60.5K -260 -17%
CAPTRUST Financial Advisors
725
CAPTRUST Financial Advisors
North Carolina
$303K +$4.89K +21 +2%