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Name Holding Trade Value Shares
Change
Change in
Stake
SF
1001
Summit Financial
New Jersey
$481K +$2.2K +9 +0.5%
PGAM
1002
Princeton Global Asset Management
New Jersey
$480K -$55K -225 -11%
SMA
1003
Sage Mountain Advisors
Georgia
$478K -$7.83K -32 -2%
CPCM
1004
Cardinal Point Capital Management
Ontario, Canada
$477K -$147K -600 -24%
AI
1005
Atom Investors
Texas
$476K -$15.9K -65 -3%
SWM
1006
SeaCrest Wealth Management
New York
$473K +$26.9K +110 +6%
PA
1007
Procyon Advisors
Connecticut
$472K -$10.3K -42 -2%
PWA
1008
Phoenix Wealth Advisors
North Carolina
$472K -$4.16K -17 -0.9%
PTC
1009
Private Trust Company
Ohio
$471K -$3.91K -16 -0.9%
LCM
1010
Logan Capital Management
Pennsylvania
$469K
AF
1011
Aldebaran Financial
$469K
SIG
1012
Sargent Investment Group
Maryland
$468K -$22.8K -93 -5%
BMCM
1013
Burns Matteson Capital Management
New York
$467K -$18.1K -74 -4%
TNB
1014
Thomasville National Bank
Georgia
$458K
LSAG
1015
Lake Street Advisors Group
New Hampshire
$458K +$1.47K +6 +0.3%
CWC
1016
Carolinas Wealth Consulting
North Carolina
$457K -$24.5K -100 -5%
LIM
1017
Loudon Investment Management
New Hampshire
$456K
AF
1018
Affiance Financial
Minnesota
$455K -$74.9K -306 -15%
VFA
1019
Valeo Financial Advisors
Indiana
$454K -$1.96K -8 -0.4%
CWM
1020
Connecticut Wealth Management
Connecticut
$454K -$2.45K -10 -0.6%
CI
1021
CX Institutional
Indiana
$454K +$5.63K +23 +1%
NS
1022
NBC Securities
Alabama
$453K +$9.79K +40 +2%
SB
1023
Simmons Bank
Arkansas
$452K -$41.1K -168 -9%
BTI
1024
Blue Trust Inc
Georgia
$452K +$275K +1,123 +145%
AF
1025
Allworth Financial
California
$450K +$22.3K +91 +5%