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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
851
Kingsview Wealth Management
Oregon
$994K +$208K +790 +28%
TPCW
852
TD Private Client Wealth
New York
$993K -$68.5K -260 -7%
LP
853
LMR Partners
United Kingdom
$991K -$137K -520 -13%
LI
854
LMCG Investments
Massachusetts
$990K +$17.6K +67 +2%
WPC
855
Wedmont Private Capital
Pennsylvania
$987K +$47.1K +179 +5%
PA
856
Pinnacle Associates
New York
$974K -$46.1K -175 -5%
ATS
857
Ashton Thomas Securities
New York
$974K +$75.9K +288 +9%
SICM
858
Sustainable Insight Capital Management
New York
$973K +$920K +3,492 New
IIC
859
Ironwood Investment Counsel
Arizona
$966K -$16.1K -61 -2%
EI
860
EFG International
$957K +$184K +700 +26%
CBA
861
Coastal Bridge Advisors
Connecticut
$950K -$117K -443 -12%
OCM
862
Orser Capital Management
Texas
$947K +$895K +3,400 New
SCTC
863
Sanibel Captiva Trust Company
Florida
$946K +$134K +510 +18%
BWP
864
Burling Wealth Partners
Illinois
$945K -$42.1K -160 -5%
ECM
865
Evergreen Capital Management
Washington
$942K -$151K -573 -15%
SCI
866
Stableford Capital II
Arizona
$940K -$39.8K -151 -4%
Koshinski Asset Management
867
Koshinski Asset Management
Illinois
$940K -$92.7K -352 -9%
CSP
868
Cary Street Partners
Virginia
$936K -$4.21K -16 -0.5%
BIM
869
Bridges Investment Management
Nebraska
$936K – – –
GIM
870
Generali Investments Management
Slovenia
$934K +$111K +421 +14%
GSC
871
G&S Capital
Colorado
$934K +$37.9K +144 +4%
HAG
872
HF Advisory Group
Maryland
$933K +$90.3K +343 +11%
CFA
873
Cahill Financial Advisors
Minnesota
$922K -$3.42K -13 -0.4%
CWM
874
Cranbrook Wealth Management
Michigan
$919K -$7.37K -28 -0.8%
LGA
875
Lebenthal Global Advisors
New York
$915K +$67.7K +257 +8%