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Name Holding Trade Value Shares
Change
Change in
Stake
BB
876
Bell Bank
North Dakota
$292K +$82.2K +394 +34%
PPP
877
Private Portfolio Partners
New Jersey
$292K +$321K +1,537 New
PAS
878
Professional Advisory Services
Florida
$290K – – –
TFF
879
The Family Firm
Maryland
$287K +$315K +1,512 New
AAIM
880
Asset Advisors Investment Management
Georgia
$286K +$106K +507 +51%
LC
881
Lourd Capital
California
$285K +$85.5K +410 +38%
SVWA
882
Sound View Wealth Advisors
Georgia
$285K +$313K +1,502 New
CCB
883
Cutter & Co Brokerage
Missouri
$284K +$72.4K +347 +30%
FA
884
Fortis Advisors
Pennsylvania
$283K +$311K +1,491 New
LPT
885
Legacy Private Trust
Wisconsin
$282K +$309K +1,482 New
TC
886
Telemus Capital
Michigan
$281K +$309K +1,479 New
AT
887
Arden Trust
Delaware
$280K +$307K +1,474 New
CSIC
888
Clifford Swan Investment Counsel
California
$279K +$307K +1,471 New
NA
889
NewEdge Advisors
Louisiana
$278K +$305K +1,463 New
LSAG
890
Lake Street Advisors Group
New Hampshire
$277K +$89.5K +429 +42%
Capstone Investment Advisors
891
Capstone Investment Advisors
New York
$276K +$254K +1,219 +519%
FAIM
892
Financial Advocates Investment Management
Washington
$276K +$303K +1,453 New
Lido Advisors
893
Lido Advisors
California
$274K +$302K +1,447 New
MWA
894
Meridian Wealth Advisors
Texas
$272K +$299K +1,431 New
Fisher Asset Management
895
Fisher Asset Management
Washington
$272K +$299K +1,434 New
SC
896
SRB Corp
Massachusetts
$270K -$325K -1,556 -52%
AIM
897
Axiom Investment Management
New York
$269K +$295K +1,414 New
TCM
898
Traynor Capital Management
Pennsylvania
$268K +$47.8K +229 +19%
CA
899
Cullinan Associates
Kentucky
$266K – – –
CC
900
Courier Capital
New York
$263K +$289K +1,386 New