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Name Holding Trade Value Shares
Change
Change in
Stake
LCP
826
Legacy Capital Partners
Wisconsin
$235K – – –
PCA
827
Personal Capital Advisors
California
$235K +$11.2K +40 +5%
CANC
828
Culbertson A N & Co
Virginia
$233K – – –
POIA
829
Pin Oak Investment Advisors
Texas
$233K – – –
TI
830
Tidal Investments
Wisconsin
$232K +$228K +817 New
IWM
831
IHT Wealth Management
Illinois
$229K -$279 -1 -0.1%
AIP
832
Ahrens Investment Partners
Louisiana
$228K – – –
ACM
833
Ashford Capital Management
Delaware
$227K -$55.8K -200 -20%
ACM
834
Adalta Capital Management
New York
$227K – – –
CB
835
Community Bank
New York
$227K – – –
LIM
836
Leavell Investment Management
Alabama
$227K – – –
MCCP
837
Mission Creek Capital Partners
California
$226K -$30.7K -110 -12%
NCM
838
Northside Capital Management
Oregon
$226K – – –
FLII
839
First Long Island Investors
New York
$225K – – –
SRC
840
Sage Rhino Capital
California
$222K -$1.95K -7 -0.9%
JIC
841
Joel Isaacson & Co
New York
$221K – – –
MCA
842
Mercer Capital Advisers
New Jersey
$220K – – –
AWM
843
Aevitas Wealth Management
Massachusetts
$219K – – –
TCA
844
Transcend Capital Advisors
New Jersey
$219K +$215K +771 New
OC
845
Oakworth Capital
Alabama
$217K -$837 -3 -0.4%
CCM
846
Compton Capital Management
Rhode Island
$217K +$213K +765 New
WPW
847
Waldron Private Wealth
Pennsylvania
$216K +$213K +763 New
SVWAG
848
Sound View Wealth Advisors Group
Georgia
$215K – – –
MCM
849
MAI Capital Management
Ohio
$215K +$212K +759 New
LBC
850
Lowe Brockenbrough & Co
Virginia
$213K – – –