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Name Holding Trade Value Shares
Change
Change in
Stake
CIS
901
Connors Investor Services
Pennsylvania
$340K – – –
MNBTD
902
Moody National Bank Trust Division
Texas
$340K – – –
BHPW
903
Beverly Hills Private Wealth
California
$338K +$337K +1,461 New
AIC
904
Argus Investors Counsel
New York
$338K +$337K +1,460 New
GAM
905
Grandview Asset Management
Pennsylvania
$338K -$922 -4 -0.3%
SAM
906
SignalPoint Asset Management
Missouri
$337K +$231 +1 +0.1%
IA
907
Integrity Advisory
Kansas
$336K -$461 -2 -0.1%
CAM
908
Cypress Asset Management
Texas
$336K -$30K -130 -8%
TPCW
909
TD Private Client Wealth
New York
$335K -$8.3K -36 -2%
BHIA
910
Birch Hill Investment Advisors
Massachusetts
$333K – – –
IAIM
911
International Assets Investment Management
Florida
$333K +$37.8K +164 +13%
CAM
912
Cresset Asset Management
Illinois
$333K -$107K -466 -24%
PWMAG
913
Pinnacle Wealth Management Advisory Group
New Jersey
$332K +$8.99K +39 +3%
FP
914
Foundry Partners
Minnesota
$330K -$198K -860 -38%
VPP
915
Vertex Planning Partners
Illinois
$329K +$328K +1,422 New
WB
916
WesBanco Bank
West Virginia
$327K +$92.2K +400 +39%
FC
917
FORA Capital
Florida
$325K -$947K -4,106 -75%
HWM
918
HB Wealth Management
Georgia
$325K +$30.2K +131 +10%
BIM
919
Baldwin Investment Management
Pennsylvania
$324K – – –
BWL
920
Bogart Wealth LLC
Virginia
$324K +$922 +4 +0.3%
RWA
921
Rooted Wealth Advisors
Illinois
$324K +$323K +1,400 New
CWM
922
Connecticut Wealth Management
Connecticut
$322K – – –
YWP
923
YorkBridge Wealth Partners
New York
$322K – – –
CI
924
Conning Inc
Connecticut
$321K – – –
CP
925
CenterBook Partners
Connecticut
$321K +$320K +1,387 New