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Name Holding Trade Value Shares
Change
Change in
Stake
ICM
1001
Islay Capital Management
Texas
$377K -$78.7K -270 -15%
SCM
1002
Sebold Capital Management
Illinois
$376K +$2.62K +9 +0.6%
JWCA
1003
J.W. Coons Advisors
Ohio
$376K – – –
HCM
1004
Howland Capital Management
Massachusetts
$376K +$4.08K +14 +1%
KFS
1005
Kurt F. Somerville
$376K -$7.28K -25 -2%
IAIM
1006
International Assets Investment Management
Florida
$375K -$93.5K -321 -18%
FTC
1007
Farmers Trust Company
Ohio
$375K -$29.1K -100 -6%
DWM
1008
Drive Wealth Management
Utah
$375K +$17.8K +61 +4%
GW
1009
GW & Wade
Massachusetts
$374K -$22.4K -77 -5%
EH
1010
Equitable Holdings
New York
$373K +$124K +427 +41%
TCM
1011
Teza Capital Management
Illinois
$373K +$425K +1,460 New
NFP
1012
Narus Financial Partners
Utah
$371K -$39.3K -135 -9%
NME
1013
Notis-McConarty Edward
$371K – – –
SHWM
1014
Silicon Hills Wealth Management
Texas
$369K – – –
HEIP
1015
Hudson Edge Investment Partners
New Jersey
$368K -$172K -590 -29%
ISL
1016
Ingalls & Snyder LLC
New York
$368K – – –
PA
1017
PFG Advisors
Arizona
$367K +$6.41K +22 +2%
WAP
1018
Wealthcare Advisory Partners
Pennsylvania
$367K -$9.91K -34 -2%
CWS
1019
Confluence Wealth Services
Pennsylvania
$365K +$34.7K +119 +9%
EHWM
1020
Eads & Heald Wealth Management
Georgia
$362K +$36.7K +126 +10%
NAMM
1021
NorthStar Asset Management (Massachusetts)
Massachusetts
$358K -$58.3K -200 -13%
PWMG
1022
Prestige Wealth Management Group
New Jersey
$354K +$251K +860 +164%
AAIS
1023
ABN AMRO Investment Solutions
$353K +$402K +1,380 New
SOW
1024
State of Wyoming
Wyoming
$350K +$81K +278 +25%
RCG
1025
Regatta Capital Group
California
$350K – – –