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Name Holding Trade Value Shares
Change
Change in
Stake
AI
976
Accredited Investors
Minnesota
$566K -$11.2K -45 -2%
FAM
977
Fred Alger Management
New York
$566K -$9.57M -38,476 -94%
MFA
978
Mayflower Financial Advisors
Massachusetts
$565K +$1.99K +8 +0.3%
MGIA
979
Moneta Group Investment Advisors
Missouri
$565K -$13.4K -54 -2%
RIS
980
Retirement Income Solutions
Michigan
$564K – – –
HCA
981
Heck Capital Advisors
Wisconsin
$564K +$598K +2,405 New
CFG
982
Carr Financial Group
Massachusetts
$563K +$994 +4 +0.2%
GS
983
GTS Securities
Florida
$562K -$1.17M -4,692 -66%
LIM
984
Leavell Investment Management
Alabama
$561K – – –
AL
985
ADE LLC
Maryland
$559K -$17.2K -69 -3%
XF
986
XML Financial
Maryland
$557K +$29.8K +120 +5%
ADBIC
987
A.D. Beadell Investment Counsel
Wisconsin
$556K – – –
FNT
988
First National Trust
Pennsylvania
$556K – – –
DS
989
DRW Securities
Illinois
$552K +$387K +1,557 +195%
PFSC
990
Peoples Financial Services Corp
Pennsylvania
$549K -$26.1K -105 -4%
PCS
991
Personal CFO Solutions
New Jersey
$549K +$9.2K +37 +2%
HNW
992
High Note Wealth
Minnesota
$548K +$581K +2,338 New
Fayez Sarofim & Co
993
Fayez Sarofim & Co
Texas
$545K – – –
GIM
994
Goelzer Investment Management
Indiana
$542K +$8.7K +35 +2%
BWM
995
Biltmore Wealth Management
Arizona
$541K +$28.1K +113 +5%
PVI
996
Pine Valley Investments
New Jersey
$540K +$31.1K +125 +6%
FIB
997
First Interstate Bank
Montana
$524K +$2.98K +12 +0.5%
GL
998
Graypoint LLC
New York
$521K +$17.4K +70 +3%
SAW
999
Signal Advisors Wealth
Michigan
$517K +$69.1K +278 +14%
OWA
1000
ORBA Wealth Advisors
Illinois
$517K – – –