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Name Holding Trade Value Shares
Change
Change in
Stake
WA
751
WBH Advisory
Maryland
$300K – – –
CWA
752
Centennial Wealth Advisory
Michigan
$300K +$292K +2,708 New
FBFS
753
First Business Financial Services
Wisconsin
$300K +$292K +2,708 New
B
754
Barings
North Carolina
$298K -$38.4K -356 -12%
RJT
755
Raymond James Trust
Florida
$297K +$9.91K +92 +4%
LWAM
756
Legacy Wealth Asset Management
Minnesota
$296K -$10.8K -100 -4%
NHC
757
Nicholas Hoffman & Company
Georgia
$295K -$4.74K -44 -2%
CNC
758
Canandaigua National Corp
New York
$292K -$46.1K -428 -14%
DADC
759
D.A. Davidson & Co
Montana
$292K -$4.31K -40 -1%
BFM
760
Boston Financial Management
Massachusetts
$292K +$284K +2,632 New
BCM
761
Brookstone Capital Management
Illinois
$290K +$315K +2,924 New
PFS
762
Prospera Financial Services
Texas
$289K +$3.45K +32 +1%
FAFN
763
First Affirmative Financial Network
Colorado
$288K -$55.2K -512 -16%
5L
764
55I LLC
Massachusetts
$287K +$48.7K +452 +21%
CRC
765
Curi RMB Capital
Illinois
$285K – – –
SB
766
Simmons Bank
Arkansas
$284K – – –
PCM
767
Prelude Capital Management
New York
$284K +$276K +2,560 New
CWM
768
Connecticut Wealth Management
Connecticut
$282K -$862 -8 -0.3%
HI
769
Horizon Investments
North Carolina
$282K +$21.5K +200 +9%
CIA
770
Capital Investment Advisors
Georgia
$280K +$272K +2,528 New
CCMD
771
Cypress Capital Management (Delaware)
Delaware
$279K +$272K +2,520 New
AAS
772
Avantax Advisory Services
Texas
$274K +$30.2K +280 +13%
WDA
773
Wendell David Associates
New Hampshire
$272K -$17.2K -160 -6%
WTC
774
WhitTier Trust Company
Nevada
$270K – – –
MA
775
MJP Associates
Connecticut
$269K +$3.88K +36 +1%