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Name Holding Trade Value Shares
Change
Change in
Stake
Waldron Private Wealth
1301
Waldron Private Wealth
Pennsylvania
$207K +$201K +1,207 New
RCM
1302
Raleigh Capital Management
North Carolina
$207K -$151K -910 -43%
Brookstone Capital Management
1303
Brookstone Capital Management
Illinois
$207K -$23.6K -142 -10%
Abbrea Capital
1304
Abbrea Capital
California
$206K +$201K +1,205 New
Balboa Wealth Partners
1305
Balboa Wealth Partners
Arizona
$206K +$200K +1,201 New
CPC
1306
Congress Park Capital
New York
$206K +$200K +1,200 New
Elk River Wealth Management
1307
Elk River Wealth Management
Colorado
$206K +$200K +1,200 New
Parthenon LLC
1308
Parthenon LLC
Kentucky
$206K +$200K +1,200 New
LCC
1309
Lincoln Capital Corp
Rhode Island
$205K +$200K +1,199 New
CRWM
1310
Castle Rock Wealth Management
California
$205K +$200K +1,200 New
StoneX Group
1311
StoneX Group
New York
$204K +$198K +1,192 New
IBOK
1312
Independence Bank of Kentucky
Kentucky
$204K -$5.83K -35 -3%
Anchor Investment Management
1313
Anchor Investment Management
South Carolina
$204K – – –
Modera Wealth Management
1314
Modera Wealth Management
New Jersey
$204K +$198K +1,190 New
TWA
1315
Talisman Wealth Advisors
New Jersey
$203K +$197K +1,183 New
Fukoku Mutual Life Insurance
1316
Fukoku Mutual Life Insurance
Japan
$203K +$197K +1,184 New
Prio Wealth Limited Partnership
1317
Prio Wealth Limited Partnership
Massachusetts
$202K +$197K +1,181 New
CG
1318
Clifford Group
Massachusetts
$202K +$196K +1,180 New
ATC
1319
Adirondack Trust Company
New York
$193K – – –
JFS Wealth Advisors
1320
JFS Wealth Advisors
Pennsylvania
$192K -$832 -5 -0.4%
AA
1321
Alta Advisers
United Kingdom
$188K – – –
WAM
1322
Worth Asset Management
Texas
$188K – – –
Venturi Wealth Management
1323
Venturi Wealth Management
Texas
$188K +$182K +1,095 New
CWM
1324
Compass Wealth Management
Connecticut
$187K +$10.7K +64 +6%
Quent Capital
1325
Quent Capital
New York
$187K +$44.3K +266 +32%