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Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
651
Moloney Securities Asset Management
Missouri
$249K -$40.7K -1,468 -14%
BBWA
652
Bell & Brown Wealth Advisors
California
$249K
WAS
653
Winch Advisory Services
Wisconsin
$249K +$10.7K +384 +4%
WANY
654
Wealthspire Advisors (New York)
New York
$248K +$40.9K +1,476 +19%
FLPIM
655
F.L. Putnam Investment Management
Massachusetts
$247K -$832 -30 -0.3%
BCCM
656
Bridge Creek Capital Management
Massachusetts
$246K -$6.24K -225 -2%
PFPT
657
Pinnacle Financial Partners (Tennessee)
Tennessee
$245K +$1.14K +41 +0.4%
TPM
658
Triasima Portfolio Management
Quebec, Canada
$245K +$255K +9,195 New
HCM
659
Howland Capital Management
Massachusetts
$244K +$1.89K +68 +0.7%
HNWAG
660
High Net Worth Advisory Group
Florida
$244K +$255K +9,179 New
WAM
661
Winslow Asset Management
Ohio
$243K -$7.71K -278 -3%
NCM
662
Noesis Capital Mangement
Florida
$243K
SMF
663
Sterling Manor Financial
New York
$243K
CAL
664
Capital Analysts LLC
Pennsylvania
$243K +$52.6K +1,896 +26%
JCM
665
Jacobi Capital Management
Pennsylvania
$242K -$80.2K -2,893 -24%
PBC
666
Pavion Blue Capital
California
$242K
SCI
667
Stableford Capital II
Arizona
$241K -$1.06M -38,158 -83%
XF
668
XML Financial
Maryland
$241K -$846K -30,483 -77%
POIA
669
Pin Oak Investment Advisors
Texas
$241K -$6.93K -250 -3%
BHWM
670
Bar Harbor Wealth Management
New Hampshire
$241K
WWM
671
Windsor Wealth Management
Indiana
$240K
GCM
672
G2 Capital Management
Ohio
$240K +$250K +9,000 New
CWM
673
Calamos Wealth Management
Illinois
$239K -$186K -6,700 -43%
KTC
674
Kistler-Tiffany Companies
Pennsylvania
$238K +$77.6K +2,799 +45%
MA
675
MKT Advisors
California
$236K +$208K +7,497 New