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Name Holding Trade Value Shares
Change
Change in
Stake
Burney Company
701
Burney Company
Virginia
$909K +$8.95K +162 +1%
BFA
702
Benedict Financial Advisors
Georgia
$909K -$111 -2 -0%
Global Retirement Partners
703
Global Retirement Partners
California
$908K -$11.7K -211 -1%
SC
704
Sawyer & Company
Massachusetts
$907K -$12K -217 -1%
SAM
705
Shell Asset Management
Netherlands
$904K +$362K +6,545 +62%
Summit Trail Advisors
706
Summit Trail Advisors
New York
$902K +$514K +9,297 +148%
HWA
707
Heartwood Wealth Advisors
Virginia
$902K +$36.9K +667 +4%
LWL
708
Leo Wealth LLC
Texas
$897K +$86.9K +1,573 +11%
CreativeOne Wealth
709
CreativeOne Wealth
Kansas
$897K +$302K +5,471 +55%
Cullen/Frost Bankers
710
Cullen/Frost Bankers
Texas
$895K -$16.5K -299 -2%
Leonteq Securities AG
711
Leonteq Securities AG
Switzerland
$893K +$19.5K +353 +2%
UB
712
Umpqua Bank
Oregon
$892K +$851K +15,402 New
MAS
713
Meeder Advisory Services
Ohio
$892K +$48.1K +870 +6%
PI
714
Pettee Investors
Connecticut
$884K – – –
ACP
715
Aviance Capital Partners
Florida
$883K +$136K +2,469 +19%
CNBT
716
Canandaigua National Bank & Trust
New York
$883K -$55.2K -998 -6%
Welch & Forbes
717
Welch & Forbes
Massachusetts
$881K +$55.2K +999 +7%
HAM
718
Hedges Asset Management
Nevada
$881K -$11.1K -200 -1%
EL
719
Essex LLC
Illinois
$878K -$31.9K -577 -4%
BFWM
720
Bright Futures Wealth Management
New York
$877K +$915K +16,554 New
RIA
721
Realta Investment Advisors
Delaware
$874K +$7.18K +130 +0.9%
CQS
722
Credential Qtrade Securities
$872K +$66.3K +1,200 +9%
BCM
723
Birmingham Capital Management
Alabama
$860K -$65K -1,176 -7%
TCG
724
Transcendent Capital Group
Oklahoma
$859K +$721K +13,042 +729%
LOAMS
725
Lombard Odier Asset Management (Switzerland)
Switzerland
$857K +$817K +14,790 New