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Name Holding Trade Value Shares
Change
Change in
Stake
AIC
676
Archer Investment Corporation
Indiana
$478K +$526K +13,687 New
SHF
677
Safe Harbor Fiduciary
Florida
$477K -$1.92K -50 -0.4%
F.L. Putnam Investment Management
678
F.L. Putnam Investment Management
Massachusetts
$475K -$2.24M -58,377 -81%
BFS
679
Bard Financial Services
Connecticut
$475K -$16.1K -420 -3%
Kingswood Wealth Advisors
680
Kingswood Wealth Advisors
California
$474K +$110K +2,858 +27%
PG
681
Patten Group
Tennessee
$469K -$237K -6,183 -32%
CI
682
Cherokee Insurance
Michigan
$468K – – –
SteelPeak Wealth
683
SteelPeak Wealth
California
$467K -$3.33M -86,661 -87%
IAMOG
684
Investors Asset Management of Georgia
Georgia
$466K +$2.27K +59 +0.4%
Panagora Asset Management
685
Panagora Asset Management
Massachusetts
$465K -$679K -17,684 -57%
LIM
686
Leavell Investment Management
Alabama
$465K -$35.5K -924 -6%
Confluence Wealth Services
687
Confluence Wealth Services
Pennsylvania
$461K +$170K +4,426 +39%
BMWM
688
Brown Miller Wealth Management
Virginia
$461K +$314K +8,185 +163%
Valeo Financial Advisors
689
Valeo Financial Advisors
Indiana
$461K +$36.4K +948 +8%
Prudential plc
690
Prudential plc
United Kingdom
$460K – – –
LFA
691
Legacy Financial Advisors
Kentucky
$459K +$505K +13,149 New
LC
692
Lavaca Capital
Texas
$457K +$346 +9 +0.1%
Candriam SCA
693
Candriam SCA
Luxembourg
$457K -$177K -4,615 -26%
CAM
694
Cidel Asset Management
Ontario, Canada
$452K +$62.6K +1,630 +14%
PT
695
Plimoth Trust
Massachusetts
$449K -$16.9K -441 -3%
USAA
696
United Services Automobile Association
Texas
$448K -$176K -4,586 -26%
SGC
697
Slocum, Gordon & Co
Rhode Island
$446K – – –
SC
698
Sawyer & Company
Massachusetts
$445K -$41.1K -1,069 -8%
Natixis
699
Natixis
France
$441K -$1.87M -48,704 -79%
Choreo LLC
700
Choreo LLC
Illinois
$440K -$242K -6,295 -33%