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Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
1251
Black Maple Capital Management
Wisconsin
$271K
HAIM
1252
Hunter Associates Investment Management
Pennsylvania
$271K
LCS
1253
Levin Capital Strategies
New York
$271K
SCM
1254
Salem Capital Management
Massachusetts
$271K
VFA
1255
Voya Financial Advisors
Connecticut
$271K +$1.33K +23 +0.6%
IWM
1256
IHT Wealth Management
Illinois
$270K -$657K -11,388 -74%
BSB
1257
Bangor Savings Bank
Maine
$270K -$2.42K -42 -1%
FCBT
1258
First Citizens Bank & Trust
North Carolina
$270K +$230K +3,986 New
MLL
1259
Moody Lynn & Lieberson
Massachusetts
$269K
MWP
1260
Moller Wealth Partners
$268K
KFS
1261
Kelly Financial Services
Massachusetts
$265K -$13.5M -234,565 -98%
BW
1262
Bison Wealth
Georgia
$265K +$173 +3 +0.1%
EDRIA
1263
Edmonds Duncan Registered Investment Advisors
Kansas
$264K
SWMP
1264
Signature Wealth Management Partners
New Jersey
$264K
WGA
1265
Weather Gauge Advisory
Virginia
$264K +$115 +2 +0.1%
SG
1266
Stonnington Group
California
$264K +$203K +3,525 New
LA
1267
LVW Advisors
New York
$263K +$1.73K +30 +0.8%
IA
1268
IndexIQ Advisors
New York
$263K +$169K +2,931 +310%
DWM
1269
Defined Wealth Management
Oregon
$262K +$3.46K +60 +2%
HFS
1270
Howard Financial Services
Texas
$262K +$223K +3,862 New
AA
1271
Advisory Alpha
Michigan
$262K +$223K +3,869 New
ACM
1272
Alta Capital Management
Utah
$261K -$176K -3,055 -44%
BCA
1273
Bray Capital Advisors
Florida
$261K
NIM
1274
Northeast Investment Management
Massachusetts
$261K
CPA
1275
Capital Planning Advisors
California
$260K -$52.6K -912 -19%