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Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
826
Sound View Wealth Advisors Group
Georgia
$236K +$235K +1,498 New
VHAM
827
Van Hulzen Asset Management
California
$235K +$234K +1,494 New
FLPIM
828
F.L. Putnam Investment Management
Massachusetts
$234K – – –
AIM
829
Axiom Investment Management
New York
$234K +$5.33K +34 +2%
FIB
830
First Interstate Bank
Montana
$233K – – –
ISL
831
Ingalls & Snyder LLC
New York
$232K -$19K -121 -8%
MFW
832
Mosaic Family Wealth
Missouri
$232K -$1.41K -9 -0.6%
PFO
833
Pathstone Family Office
New Jersey
$230K -$3.29K -21 -1%
NIM
834
Northeast Investment Management
Massachusetts
$230K -$3.13K -20 -1%
MCM
835
MAI Capital Management
Ohio
$230K +$229K +1,462 New
FAIM
836
Financial Advocates Investment Management
Washington
$229K – – –
FBT
837
First Bankers Trust
Kentucky
$226K -$22.9K -146 -9%
NFC
838
Northeast Financial Consultants
Connecticut
$225K – – –
GLLW
839
Graves Light Lenhart Wealth
Virginia
$224K – – –
JGUA
840
John G. Ullman & Associates
New York
$221K -$62.7K -400 -22%
CA
841
Cullinan Associates
Kentucky
$221K – – –
BIM
842
Baldwin Investment Management
Pennsylvania
$221K +$219K +1,400 New
CCG
843
Cypress Capital Group
Florida
$217K – – –
NA
844
NewEdge Advisors
Louisiana
$216K -$22.1K -141 -9%
FWM
845
Frontier Wealth Management
Missouri
$216K +$3.29K +21 +2%
KWMG
846
King Wealth Management Group
Florida
$215K -$398K -2,539 -65%
ECM
847
ExodusPoint Capital Management
New York
$214K +$213K +1,360 New
ST
848
Spinnaker Trust
Maine
$213K – – –
AT
849
Arden Trust
Delaware
$212K -$19.4K -124 -8%
DAS
850
Dynamic Advisor Solutions
Arizona
$211K +$210K +1,338 New