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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1276
Csenge Advisory Group
Florida
$247K +$237K +3,555 New
BCAM
1277
Boston Common Asset Management
Massachusetts
$246K
LOAMS
1278
Lombard Odier Asset Management (Switzerland)
Switzerland
$245K -$451K -6,777 -66%
IFAM
1279
Institutional & Family Asset Management
Colorado
$245K -$4.8K -72 -2%
CPA
1280
Court Place Advisors
Maryland
$245K +$1.53K +23 +0.7%
PWPS
1281
Pinnacle Wealth Planning Services
Ohio
$244K -$106K -1,587 -31%
FNB
1282
Farmers National Bank
Kentucky
$244K
RAM
1283
Roanoke Asset Management
New Jersey
$244K
OAM
1284
Occidental Asset Management
California
$243K -$89.9K -1,350 -28%
CCT
1285
Chemung Canal Trust
New York
$243K -$4.73K -71 -2%
FHB
1286
First Hawaiian Bank
Hawaii
$242K -$38K -571 -14%
CAGAS
1287
Capital Advisory Group Advisory Services
Minnesota
$240K -$65.6K -985 -22%
AAS
1288
Annex Advisory Services
Wisconsin
$238K +$227K +3,414 New
ANB
1289
Amarillo National Bank
Texas
$237K -$2.13K -32 -0.9%
CPH
1290
C Partners Holding
Switzerland
$236K -$26K -391 -10%
ED
1291
Exane Derivatives
France
$236K -$417K -6,263 -65%
CWP
1292
Capital Wealth Planning
Florida
$233K +$223K +3,346 New
DT
1293
Diversified Trust
Tennessee
$232K +$222K +3,330 New
OWP
1294
Obermeyer Wealth Partners
Colorado
$231K -$21.8K -327 -9%
GRP
1295
Global Retirement Partners
California
$231K -$999 -15 -0.5%
Loomis, Sayles & Company
1296
Loomis, Sayles & Company
Massachusetts
$231K +$221K +3,312 New
BWM
1297
BigSur Wealth Management
Florida
$230K -$66.6K -1,000 -23%
PWM
1298
Paulson Wealth Management
Illinois
$230K +$220K +3,297 New
Carson Wealth (CWM LLC)
1299
Carson Wealth (CWM LLC)
Nebraska
$229K +$136K +2,043 +164%
PPSG
1300
Princeton Portfolio Strategies Group
New Jersey
$229K +$219K +3,288 New