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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
826
Princeton Capital Management
New Jersey
$69K – – –
BC
827
Bartlett & Co
Ohio
$68K – – –
BCWM
828
Bartlett & Co Wealth Management
Ohio
$67.6K – – –
M
829
MOTCO
Texas
$67K – – –
MWPCG
830
Measured Wealth Private Client Group
New Hampshire
$67K +$64.2K +456 New
PCTC
831
Perkins Coie Trust Company
Washington
$66K – – –
SFM
832
Signet Financial Management
New Jersey
$65K – – –
VanEck Associates
833
VanEck Associates
New York
$65K +$26.6K +189 +75%
IAS
834
IMA Advisory Services
Colorado
$64K -$845 -6 -1%
SCM
835
Silvant Capital Management
Georgia
$63K -$4.89M -34,758 -99%
GLI
836
Guardian Life Insurance
New York
$63K – – –
ICM
837
IMS Capital Management
Oregon
$63K +$61.2K +435 New
Carson Wealth (CWM LLC)
838
Carson Wealth (CWM LLC)
Nebraska
$59K +$35.6K +253 +165%
FMTCOCP
839
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$58K – – –
HT
840
Heritage Trust
Oklahoma
$58K – – –
SIC
841
Salem Investment Counselors
North Carolina
$58K – – –
CCMW
842
Cypress Capital Management (Wyoming)
Wyoming
$58K +$56.3K +400 New
RFA
843
Reilly Financial Advisors
California
$56K +$42.2K +300 +375%
KA
844
Kaizen Advisory
Illinois
$55K – – –
PFBT
845
Parkside Financial Bank & Trust
Missouri
$54K +$1.83K +13 +4%
VCM
846
Versant Capital Management
Arizona
$53K -$845 -6 -2%
BGIM
847
Brandywine Global Investment Management
Pennsylvania
$52K -$13.5M -95,983 -100%
NCM
848
New Capital Management
Texas
$52K – – –
BWM
849
Baystate Wealth Management
Massachusetts
$52K +$31.1K +221 +169%
SPIA
850
Steward Partners Investment Advisory
New York
$48K -$575K -4,082 -93%