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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
676
Bar Harbor Wealth Management
New Hampshire
$266K – – –
DT
677
Diversified Trust
Tennessee
$265K -$984K -32,271 -78%
CT
678
Cambridge Trust
Massachusetts
$265K -$12.5K -409 -4%
KMWM
679
Keudell/Morrison Wealth Management
Oregon
$264K -$12K -394 -4%
HWM
680
HB Wealth Management
Georgia
$263K +$273K +8,958 New
GM
681
GeoWealth Management
Illinois
$262K +$272K +8,920 New
SI
682
SCP Investment
California
$259K +$268K +8,800 New
NCM
683
Noesis Capital Mangement
Florida
$257K -$12.2K -400 -4%
CI
684
CX Institutional
Indiana
$257K – – –
CT
685
Coastline Trust
Rhode Island
$255K +$1.86K +61 +0.7%
KAM
686
KEB Asset Management
Illinois
$255K +$4.88K +160 +2%
OIA
687
Optimum Investment Advisors
Illinois
$255K +$18.3K +600 +7%
TFA
688
Teamwork Financial Advisors
Texas
$255K +$265K +8,677 New
WWM
689
Windsor Wealth Management
Indiana
$254K -$1.62K -53 -0.6%
BB
690
Bell Bank
North Dakota
$253K – – –
HIA
691
Harbor Investment Advisory
Maryland
$251K – – –
CPIG
692
Chicago Partners Investment Group
Illinois
$251K +$9.54K +313 +4%
BWM
693
BigSur Wealth Management
Florida
$250K – – –
LJAC
694
L.J. Altfest & Co
New York
$250K +$11.6K +379 +5%
TWM
695
Tradition Wealth Management
Minnesota
$250K +$30.3K +995 +13%
AP
696
Americana Partners
Texas
$249K +$259K +8,500 New
CA
697
Calton & Associates
Florida
$245K -$9.63K -316 -4%
ESB
698
Essex Savings Bank
Connecticut
$245K +$255K +8,355 New
KIA
699
KCM Investment Advisors
California
$244K +$4.72K +155 +2%
SGCA
700
Steel Grove Capital Advisors
Tennessee
$243K -$7.32K -240 -3%