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Name Holding Trade Value Shares
Change
Change in
Stake
SNT
801
Security National Trust
West Virginia
$137K +$29.6K +200 +29%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
802
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$137K +$100K +678 +303%
LWA
803
Lowe Wealth Advisors
Maryland
$136K +$148 +1 +0.1%
QCG
804
Quadrant Capital Group
Ohio
$133K -$7.7K -52 -6%
LPIC
805
LeJeune Puetz Investment Counsel
Michigan
$131K – – –
GC
806
Grace Capital
Massachusetts
$129K -$44.4K -300 -26%
IAM
807
Infusive Asset Management
New York
$129K +$126K +850 New
PWM
808
Perigon Wealth Management
California
$124K +$121K +815 New
NR
809
Newfound Research
Massachusetts
$123K +$120K +809 New
KTC
810
Kistler-Tiffany Companies
Pennsylvania
$122K – – –
PO
811
Private Ocean
California
$122K – – –
PCG
812
Private Capital Group
Connecticut
$122K +$33.6K +227 +39%
BFEC
813
Benjamin F. Edwards & Company
Missouri
$121K – – –
ICP
814
Interchange Capital Partners
Pennsylvania
$121K +$118K +800 New
HCP
815
Hexagon Capital Partners
Arkansas
$118K +$1.92K +13 +2%
MCM
816
MV Capital Management
Maryland
$114K – – –
ANBT
817
American National Bank & Trust
Texas
$114K +$5.18K +35 +5%
BAM
818
Belpointe Asset Management
Nevada
$111K +$108K +728 New
BAM
819
Bellevue Asset Management
Washington
$110K – – –
TWA
820
TCI Wealth Advisors
Arizona
$109K +$148 +1 +0.1%
BAM
821
Barrett Asset Management
New York
$106K – – –
IAIM
822
International Assets Investment Management
Florida
$105K +$102K +691 New
NFSG
823
Newbridge Financial Services Group
Florida
$104K -$62.6K -423 -38%
CA
824
Clearstead Advisors
Ohio
$98K -$5.33K -36 -5%
SIC
825
Salem Investment Counselors
North Carolina
$98K – – –