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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1551
Icon Wealth Partners
Texas
$454K -$5.05K -71 -1%
AIM
1552
Athena Investment Management
California
$452K
HIM
1553
Hillsdale Investment Management
Ontario, Canada
$452K -$87.5K -1,230 -16%
BWM
1554
Baystate Wealth Management
Massachusetts
$452K +$84.7K +1,190 +22%
HCM
1555
Hall Capital Management
Rhode Island
$452K -$12.8K -180 -3%
CNBTD
1556
Citizens National Bank Trust Department
Mississippi
$450K -$52.4K -737 -10%
AIA
1557
Angeles Investment Advisors
California
$450K +$40.5K +569 +10%
SPW
1558
Sonoma Private Wealth
California
$450K +$82K +1,152 +22%
TA
1559
TruWealth Advisors
Louisiana
$446K -$141K -1,983 -24%
ZF
1560
Zhang Financial
Michigan
$444K
FAIM
1561
Financial Advocates Investment Management
Washington
$443K -$72.4K -1,018 -14%
GA
1562
Geller Advisors
New York
$441K +$95.5K +1,342 +27%
TC
1563
Trilogy Capital
California
$440K +$77.8K +1,094 +23%
SL
1564
Sentry LLC
Tennessee
$438K -$3.91K -55 -0.9%
VC
1565
Vicus Capital
Pennsylvania
$437K -$55.4K -779 -11%
ESCM
1566
Echo Street Capital Management
New York
$437K -$727K -10,222 -62%
KFA
1567
Kapstone Financial Advisors
Ohio
$436K -$16.7K -235 -4%
CCA
1568
Cobblestone Capital Advisors
New York
$436K -$32.8K -461 -7%
QC
1569
Quent Capital
New York
$436K -$1.56K -22 -0.3%
VHAM
1570
Van Hulzen Asset Management
California
$435K -$164K -2,300 -27%
MWA
1571
Meridian Wealth Advisors
Texas
$434K -$5.34K -75 -1%
TNBTD
1572
Trustmark National Bank Trust Department
Mississippi
$434K -$140K -1,963 -24%
CSC
1573
Caldwell Sutter Capital
California
$434K +$308K +4,329 +222%
CC
1574
Copperleaf Capital
North Carolina
$432K -$17.5K -246 -4%
AG
1575
Ascent Group
Virginia
$432K -$192K -2,700 -32%