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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
551
Bard Financial Services
Connecticut
$322K – – –
PCM
552
Parsons Capital Management
Rhode Island
$320K -$132K -1,166 -28%
HAM
553
Hickory Asset Management
Ohio
$319K -$24.2K -214 -7%
OPWM
554
Oregon Pacific Wealth Management
Oregon
$318K +$37.3K +330 +12%
LCGC
555
Legacy Capital Group California
California
$316K +$31.5K +279 +10%
AIM
556
Alhambra Investment Management
Florida
$315K – – –
CCM
557
Coerente Capital Management
Ontario, Canada
$314K -$46.9K -415 -12%
LC
558
Lindbrook Capital
California
$311K -$65.1K -576 -16%
WF
559
Welch & Forbes
Massachusetts
$310K -$22.6K -200 -6%
IPW
560
Inlet Private Wealth
Florida
$308K +$17K +150 +5%
SFG
561
Sather Financial Group
Texas
$307K -$90.4K -800 -21%
CAM
562
Cresset Asset Management
Illinois
$307K +$10.7K +95 +3%
Chevy Chase Trust
563
Chevy Chase Trust
Maryland
$305K -$151K -1,335 -31%
Carson Wealth (CWM LLC)
564
Carson Wealth (CWM LLC)
Nebraska
$304K -$20.8K -184 -6%
PFG
565
PAX Financial Group
Texas
$297K -$44.3K -392 -12%
GT
566
Glenview Trust
Kentucky
$296K -$24.6K -218 -7%
NHC
567
Nicholas Hoffman & Company
Georgia
$295K +$20.2K +179 +7%
VFM
568
Vision Financial Markets
Connecticut
$295K – – –
FC
569
FCA Corp
Texas
$293K – – –
SL
570
Summitry LLC
California
$291K – – –
PGFC
571
Peapack-Gladstone Financial Corp
New Jersey
$290K -$386K -3,412 -55%
DAS
572
Dynamic Advisor Solutions
Arizona
$287K -$26.7K -236 -8%
EAM
573
Erste Asset Management
Austria
$283K – – –
Bessemer Group
574
Bessemer Group
New Jersey
$283K +$64.6K +572 +27%
PI
575
PFG Investments
New York
$282K -$3.73K -33 -1%