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Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
1151
Spirit of America Management Corp
New York
$260K -$573K -3,450 -70%
GI
1152
Gradient Investments
Minnesota
$258K -$12.1M -73,035 -98%
DTC
1153
Davidson Trust Company
Washington
$257K
TF
1154
Tompkins Financial
New York
$257K +$2.16K +13 +0.9%
HCP
1155
Hexagon Capital Partners
Arkansas
$257K -$192K -1,158 -44%
GPA
1156
Guerra Pan Advisors
New Jersey
$255K
EFS
1157
Essex Financial Services
Connecticut
$255K +$166 +1 +0.1%
BOH
1158
Bank of Hawaii
Hawaii
$253K -$177K -1,063 -42%
WT
1159
Washington Trust
Rhode Island
$253K -$25.8K -155 -10%
CIC
1160
Crawford Investment Counsel
Georgia
$253K -$12.3K -74 -5%
SIP
1161
Stoneridge Investment Partners
Pennsylvania
$253K
VWA
1162
Visionary Wealth Advisors
Illinois
$253K +$2.33K +14 +1%
BFA
1163
Bragg Financial Advisors
North Carolina
$252K -$24.6K -148 -9%
CCM
1164
Chimera Capital Management
New York
$250K +$240K +1,445 New
SAF
1165
Smith Anglin Financial
Texas
$250K +$1.5K +9 +0.6%
OW
1166
Olistico Wealth
Oklahoma
$250K +$239K +1,441 New
MIM
1167
MTM Investment Management
South Carolina
$249K
PP
1168
Pacifica Partners
Canada
$248K -$480K -2,888 -67%
PCA
1169
Personal Capital Advisors
California
$248K -$61.3K -369 -21%
CW
1170
CIC Wealth
Maryland
$248K +$238K +1,430 New
DWM
1171
Dakota Wealth Management
Florida
$247K -$121K -731 -34%
MIP
1172
Mondrian Investment Partners
United Kingdom
$246K
ISWM
1173
Independent Solutions Wealth Management
New York
$245K -$16.6K -100 -7%
CCG
1174
Cypress Capital Group
Florida
$242K
FFWM
1175
Future Financial Wealth Management
Ohio
$242K +$77.3K +465 +50%