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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
651
Howland Capital Management
Massachusetts
$249K -$10K -400 -4%
PBC
652
Pavion Blue Capital
California
$249K
SMF
653
Sterling Manor Financial
New York
$249K
NCM
654
Noesis Capital Mangement
Florida
$249K +$10K +400 +5%
AA
655
AlphaMark Advisors
Kentucky
$249K +$20.3K +810 +10%
OIA
656
Optimum Investment Advisors
Illinois
$248K -$10K -400 -4%
BHWM
657
Bar Harbor Wealth Management
New Hampshire
$247K -$3.51K -140 -2%
CA
658
Calton & Associates
Florida
$245K +$576 +23 +0.3%
WAS
659
Winch Advisory Services
Wisconsin
$245K +$147K +5,887 +190%
BFEC
660
Benjamin F. Edwards & Company
Missouri
$244K -$909K -36,306 -80%
MIP
661
Marietta Investment Partners
Wisconsin
$243K
TA
662
Tiedemann Advisors
New York
$242K -$18.5K -738 -8%
SP
663
Successful Portfolios
Florida
$242K -$3.13K -125 -1%
MPPW
664
Mitchell & Pahl Private Wealth
Oklahoma
$241K +$11.1K +444 +5%
CGL
665
Clarius Group LLC
Washington
$239K +$22.8K +910 +12%
HW
666
Hancock Whitney
Mississippi
$238K +$24.3K +970 +13%
CW
667
CreativeOne Wealth
Kansas
$238K +$218K +8,712 New
SRC
668
Shufro Rose & Co
New York
$237K -$32.6K -1,300 -13%
UF
669
Univest Financial
Pennsylvania
$237K
WF
670
Whelan Financial
California
$237K +$218K +8,684 New
Lido Advisors
671
Lido Advisors
California
$237K +$218K +8,698 New
CS
672
Comerica Securities
Michigan
$236K -$25.9K -1,034 -11%
CT
673
Coastline Trust
Rhode Island
$236K
HIMC
674
Heritage Investors Management Corp
Maryland
$236K
LFF
675
Level Four Financial
Texas
$236K +$216K +8,620 New