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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1026
Gladstone Institutional Advisory
Florida
$311K -$2.36K -44 -0.7%
CIS
1027
Connors Investor Services
Pennsylvania
$311K -$8.05K -150 -2%
Tiedemann Advisors
1028
Tiedemann Advisors
New York
$311K +$104K +1,938 +47%
SL
1029
Sentry LLC
Tennessee
$310K – – –
WAP
1030
Wealthcare Advisory Partners
Pennsylvania
$310K +$10.5K +196 +3%
BFC
1031
Bedel Financial Consulting
Indiana
$310K +$3.76K +70 +1%
RIA
1032
Richwood Investment Advisors
Ohio
$310K -$12.4K -231 -4%
SACTSONJ
1033
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$309K – – –
D
1034
Diversified
Delaware
$307K – – –
MWM
1035
Mattern Wealth Management
Kansas
$304K -$34.8K -648 -10%
Forvis Mazars Wealth Advisors
1036
Forvis Mazars Wealth Advisors
Missouri
$303K -$4.51K -84 -1%
Moneta Group Investment Advisors
1037
Moneta Group Investment Advisors
Missouri
$301K -$44.5K -828 -12%
TBNY
1038
Trustco Bank (New York)
New York
$300K +$3.22K +60 +1%
Koshinski Asset Management
1039
Koshinski Asset Management
Illinois
$299K -$9.72K -181 -3%
AC
1040
Annandale Capital
Texas
$299K – – –
Cookson Peirce & Co
1041
Cookson Peirce & Co
Pennsylvania
$299K +$311K +5,800 New
VCP
1042
Verus Capital Partners
Arizona
$297K +$66.9K +1,246 +28%
GSIAS
1043
Garden State Investment Advisory Services
New Jersey
$296K +$105K +1,965 +52%
Summit Trail Advisors
1044
Summit Trail Advisors
New York
$295K +$30.9K +576 +11%
TCA
1045
Transcend Capital Advisors
New Jersey
$295K -$15.2K -283 -5%
TA
1046
TrueWealth Advisors
Alabama
$295K +$10.9K +203 +4%
ST
1047
Sabal Trust
Florida
$295K – – –
CCFCSB
1048
Cape Cod Five Cents Savings Bank
Massachusetts
$294K +$306K +5,704 New
AIM
1049
Athena Investment Management
California
$293K – – –
Choreo LLC
1050
Choreo LLC
Illinois
$292K +$27.5K +512 +10%