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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
1676
Corient Capital Partners
California
$456K +$3.5K +34 +0.8%
UFF
1677
USA Financial Formulas
Michigan
$454K -$139K -1,352 -24%
Members Trust
1678
Members Trust
Florida
$454K +$20.8K +202 +5%
OPWM
1679
Oak Point Wealth Management
Michigan
$454K +$435K +4,223 New
BFC
1680
Blue Fin Capital
Rhode Island
$453K -$69.1K -671 -14%
PIA
1681
Peachtree Investment Advisors
Georgia
$453K
DIA
1682
Davidson Investment Advisors
Montana
$452K -$28.6K -278 -6%
WA
1683
Wheatland Advisors
Pennsylvania
$452K +$20.6K +200 +5%
Vanguard Capital Wealth Advisors
1684
Vanguard Capital Wealth Advisors
Colorado
$450K +$432K +4,190 New
Carson Wealth (CWM LLC)
1685
Carson Wealth (CWM LLC)
Nebraska
$449K -$53.3K -517 -11%
NFG
1686
Nations Financial Group
Iowa
$449K -$33.5K -325 -7%
SNB
1687
Security National Bank
Nebraska
$449K -$6.59K -64 -2%
FFW
1688
Fusion Family Wealth
New York
$449K +$430K +4,172 New
SWMG
1689
Signature Wealth Management Group
Georgia
$447K +$428K +4,159 New
IA
1690
Independence Advisors
Pennsylvania
$445K -$59.5K -578 -12%
BWM
1691
BerganKDV Wealth Management
Minnesota
$442K -$91.9K -892 -18%
BHTS
1692
Bar Harbor Trust Services
Maine
$442K
WAOTB
1693
Wealth Advisors of Tampa Bay
Florida
$439K +$412K +3,997 New
PC
1694
Palo Capital
California
$435K -$53.6K -520 -11%
SFG
1695
SNS Financial Group
Minnesota
$435K +$13.6K +132 +3%
KWA
1696
KCS Wealth Advisory
California
$434K +$415K +4,033 New
VFM
1697
Viking Fund Management
North Dakota
$430K -$412K -4,000 -50%
HS
1698
HighVista Strategies
Massachusetts
$430K -$20.6K -200 -5%
RMC
1699
Regis Management Company
California
$430K
GCC
1700
Game Creek Capital
Massachusetts
$430K +$412K +4,000 New