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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1276
Invera Wealth Advisors
Oregon
$908K -$34.1K -822 -3%
HWMO
1277
Heritage Wealth Management (Ohio)
Ohio
$908K -$20.7K -499 -2%
CC
1278
Chicago Capital
Illinois
$900K +$31.1K +750 +3%
TSWM
1279
Triangle Securities Wealth Management
North Carolina
$895K -$64.3K -1,549 -6%
CM
1280
Crestline Management
Texas
$894K -$212K -5,100 -18%
FMTC
1281
Farmers & Merchants Trust Company
California
$889K +$26.9K +649 +3%
BHIA
1282
Birch Hill Investment Advisors
Massachusetts
$883K -$27.5K -662 -3%
CPIG
1283
Chicago Partners Investment Group
Illinois
$882K +$179K +4,308 +22%
BWM
1284
BKM Wealth Management
Wisconsin
$882K +$70.9K +1,708 +8%
HI
1285
Harbour Investments
Wisconsin
$882K +$25.1K +605 +3%
Capital Fund Management (CFM)
1286
Capital Fund Management (CFM)
France
$879K +$972K +23,415 New
ATWA
1287
Arbor Trust Wealth Advisors
Michigan
$878K +$81.1K +1,955 +9%
WSC
1288
Wellington Shields & Co
New York
$877K -$24.2K -582 -2%
TFA
1289
Transamerica Financial Advisors
Florida
$877K -$26.9K -647 -3%
LIM
1290
Leavell Investment Management
Alabama
$874K -$178K -4,284 -16%
SIM
1291
Stratos Investment Management
Ohio
$873K -$106K -2,550 -10%
1SB
1292
1ST Source Bank
Indiana
$871K -$14.9K -360 -2%
GM
1293
GeoWealth Management
Illinois
$870K -$79.4K -1,913 -8%
CCG
1294
Cypress Capital Group
Florida
$869K -$257K -6,197 -21%
MA
1295
MSA Advisors
California
$863K +$954K +22,988 New
PWA
1296
Phoenix Wealth Advisors
North Carolina
$862K -$1.63M -39,379 -63%
MIA
1297
MMBG Investment Advisors
Florida
$860K
RT
1298
Rockland Trust
Massachusetts
$860K -$81.3K -1,958 -8%
UBP
1299
Union Bancaire Privee
Switzerland
$859K +$997K +24,028 New
SIC
1300
Salem Investment Counselors
North Carolina
$857K -$27.1K -653 -3%