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Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
701
Lake Street Advisors Group
New Hampshire
$261K -$19.6K -138 -7%
PCMC
702
Paragon Capital Management (Colorado)
Colorado
$261K +$142 +1 +0.1%
EGA
703
Eagle Global Advisors
Texas
$260K – – –
Impax Asset Management Group
704
Impax Asset Management Group
United Kingdom
$259K +$244K +1,720 New
CPA
705
Court Place Advisors
Maryland
$258K – – –
CIBC World Market
706
CIBC World Market
Ontario, Canada
$257K -$152K -1,067 -38%
AIM
707
Avity Investment Management
Connecticut
$256K -$7.1K -50 -3%
DWM
708
Darwin Wealth Management
Florida
$255K -$4.69K -33 -2%
SBIA
709
Sheaff Brock Investment Advisors
Indiana
$254K -$14.1K -99 -6%
PWLP
710
Prio Wealth Limited Partnership
Massachusetts
$254K – – –
GIA
711
Guyasuta Investment Advisors
Pennsylvania
$252K – – –
SWA
712
SFMG Wealth Advisors
Texas
$250K -$35.5K -250 -13%
TW
713
Transform Wealth
Colorado
$250K – – –
BRWA
714
B. Riley Wealth Advisors
Florida
$248K -$4.12K -29 -2%
RM
715
Resource Management
Louisiana
$248K +$284 +2 +0.1%
SS
716
Simplicity Solutions
Minnesota
$246K -$42.5K -299 -15%
NSB
717
Norway Savings Bank
Maine
$245K – – –
WI
718
Wedgewood Investors
Pennsylvania
$242K -$14.2K -100 -6%
TAM
719
Tiverton Asset Management
Delaware
$242K – – –
SBWM
720
Sunflower Bank Wealth Management
Arizona
$241K -$63.9K -450 -22%
FAIM
721
Financial Advocates Investment Management
Washington
$241K -$21.9K -154 -9%
AFM
722
Abbot Financial Management
Massachusetts
$241K – – –
BMC
723
Benin Management Corp
Connecticut
$241K – – –
CT
724
CPF Texas
Texas
$241K – – –
FB
725
Fulton Bank
Pennsylvania
$241K – – –