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Name Holding Trade Value Shares
Change
Change in
Stake
LA
501
LexAurum Advisors
Kansas
$261K +$257K +5,564 New
UBG
502
United Bank (Georgia)
Georgia
$260K -$98K -2,121 -27%
NA
503
Neuburgh Advisers
California
$260K
BBHC
504
Brown Brothers Harriman & Co
New York
$259K
BW
505
Bison Wealth
Georgia
$257K -$7.02K -152 -3%
AIA
506
Allied Investment Advisors
Montana
$257K +$268K +5,797 New
MCP
507
Mirador Capital Partners
California
$254K +$7.95K +172 +3%
PSF
508
Pacific Sun Financial
California
$254K +$264K +5,721 New
SCM
509
SOL Capital Management
Maryland
$253K -$83.2K -1,800 -24%
BFO
510
Boston Family Office
Massachusetts
$253K -$7.95K -172 -3%
PGA
511
Premia Global Advisors
Florida
$253K +$264K +5,710 New
WSC
512
Wellington Shields & Co
New York
$252K -$188K -4,080 -42%
EFS
513
Essex Financial Services
Connecticut
$252K -$38.8K -840 -13%
SYBT
514
Stock Yards Bank & Trust
Kentucky
$250K -$42.9K -928 -14%
PTC
515
Private Trust Company
Ohio
$249K -$33.4K -724 -11%
ATFA
516
All Terrain Financial Advisors
Minnesota
$248K +$259K +5,604 New
PP
517
Palladium Partners
Virginia
$247K -$10.4K -226 -4%
GTAM
518
Global Trust Asset Management
Florida
$247K +$258K +5,577 New
WEC
519
Winslow Evans & Crocker
Massachusetts
$247K -$14K -302 -5%
BDF
520
Balasa Dinverno & Foltz
$246K
IWC
521
Integrated Wealth Concepts
Massachusetts
$245K +$242K +5,245 New
PHS
522
Pekin Hardy Strauss
Illinois
$241K +$47.1K +1,020 +23%
PAS
523
Park Avenue Securities
New York
$238K -$195K -4,221 -45%
PWM
524
Perigon Wealth Management
California
$236K -$295K -6,384 -55%
GAM
525
Garrison Asset Management
Arkansas
$236K +$10.4K +225 +4%