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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
876
Synergy Asset Management
Washington
$1.3M +$887K +5,553 +214%
WSC
877
Wellington Shields & Co
New York
$1.29M -$62.6K -392 -5%
TFCP
878
Twin Focus Capital Partners
Massachusetts
$1.28M -$726K -4,549 -36%
DJSG
879
D.J. St. Germain
Massachusetts
$1.28M -$398K -2,494 -24%
BJL
880
Brighton Jones LLC
Washington
$1.27M -$303K -1,896 -19%
FTWA
881
Fifth Third Wealth Advisors
Ohio
$1.27M +$293K +1,833 +30%
WAAG
882
Wealth Alliance Advisory Group
Kansas
$1.27M +$166K +1,040 +15%
OPTFSNA
883
Old Point Trust & Financial Services N A
Virginia
$1.27M -$520K -3,254 -29%
SMH
884
Sanders Morris Harris
Texas
$1.27M -$522K -3,270 -29%
HAIM
885
Hunter Associates Investment Management
Pennsylvania
$1.25M -$317K -1,984 -20%
EHC
886
Everett Harris & Co
California
$1.25M -$491K -3,078 -28%
HI
887
Harbour Investments
Wisconsin
$1.24M -$450K -2,818 -27%
AIM
888
Anchor Investment Management
South Carolina
$1.24M -$1.02M -6,388 -45%
AAS
889
Ameritas Advisory Services
Nebraska
$1.24M -$499K -3,127 -29%
PI
890
Pettee Investors
Connecticut
$1.24M -$314K -1,969 -20%
MPI
891
Mairs & Power Inc
Minnesota
$1.24M -$122K -764 -9%
CC
892
Courier Capital
New York
$1.24M -$447K -2,801 -26%
BHBT
893
Burke & Herbert Bank & Trust
Virginia
$1.23M +$131K +819 +12%
AI
894
Accredited Investors
Minnesota
$1.23M -$310K -1,943 -20%
PEA
895
Park Edge Advisors
Ohio
$1.23M -$482K -3,016 -28%
GL
896
Graypoint LLC
New York
$1.23M -$182K -1,143 -13%
CAM
897
Columbia Asset Management
Michigan
$1.23M +$561K +3,513 +84%
WAS
898
Wesleyan Assurance Society
United Kingdom
$1.22M -$311K -1,948 -20%
1WM
899
1858 Wealth Management
Ohio
$1.22M -$439K -2,747 -26%
SAM
900
S.A. Mason
Michigan
$1.22M -$277K -1,734 -18%