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Name Holding Trade Value Shares
Change
Change in
Stake
CX Institutional
1101
CX Institutional
Indiana
$261K -$4.88K -91 -2%
JMFC
1102
J.M. Forbes & Co
Massachusetts
$260K -$20.6K -383 -7%
TBA
1103
Tower Bridge Advisors
Pennsylvania
$260K +$3.06K +57 +1%
UBV
1104
United Bank (Virginia)
Virginia
$259K – – –
WA
1105
Wealth Alliance
New York
$259K -$8.96K -167 -3%
SAI
1106
Systematic Alpha Investments
New Jersey
$259K – – –
Gabelli Funds
1107
Gabelli Funds
New York
$258K – – –
Clearstead Advisors
1108
Clearstead Advisors
Ohio
$257K -$2.79K -52 -1%
QPW
1109
Quantum Private Wealth
Florida
$257K – – –
LGT Fund Management
1110
LGT Fund Management
Liechtenstein
$257K – – –
AIM
1111
Anchor Investment Management
South Carolina
$256K -$1.77K -33 -0.7%
SC
1112
Saybrook Capital
North Carolina
$256K – – –
FSA
1113
Fort Sheridan Advisors
Illinois
$256K -$55.1K -1,027 -17%
ZIG
1114
Zullo Investment Group
Pennsylvania
$256K -$46.3K -863 -15%
NorthRock Partners
1115
NorthRock Partners
Minnesota
$255K +$266K +4,954 New
FA
1116
FDx Advisors
Illinois
$255K -$556K -10,358 -68%
Focus Partners Advisor Solutions
1117
Focus Partners Advisor Solutions
Missouri
$254K +$264K +4,921 New
CNBTD
1118
Citizens National Bank Trust Department
Mississippi
$252K – – –
AB
1119
Atlas Brown
Kentucky
$252K – – –
SVWAG
1120
Sound View Wealth Advisors Group
Georgia
$251K +$13.4K +250 +5%
CT
1121
Caldwell Trust
Florida
$250K – – –
Wolverine Trading
1122
Wolverine Trading
Illinois
$250K +$260K +4,847 New
PPWM
1123
Paragon Private Wealth Management
Kentucky
$250K -$8K -149 -3%
FCCM
1124
First City Capital Management
Georgia
$250K – – –
GIA
1125
Guyasuta Investment Advisors
Pennsylvania
$249K -$1.13K -21 -0.4%