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Name Holding Trade Value Shares
Change
Change in
Stake
9WM
626
9258 Wealth Management
Ohio
$246K +$213K +672 New
DWT
627
Dorsey & Whitney Trust
South Dakota
$246K +$213K +672 New
WI
628
Wintrust Investments
Illinois
$245K -$476K -1,500 -63%
NFG
629
Next Financial Group
Texas
$244K
CCM
630
Chickasaw Capital Management
Tennessee
$244K +$211K +666 New
HJMC
631
Hellman Jordan Management Company
Massachusetts
$244K +$211K +666 New
BCWM
632
Blue Chip Wealth Management
Florida
$244K +$212K +667 New
HIIFS
633
Harel Insurance Investments & Financial Services
Israel
$243K +$121K +382 +135%
ECM
634
Evergreen Capital Management
Washington
$239K +$207K +652 New
SCA
635
Snowden Capital Advisors
New York
$239K +$207K +652 New
PP
636
Parplus Partners
New York
$238K +$206K +650 New
FNT
637
First National Trust
Pennsylvania
$235K +$203K +641 New
MWM
638
Meridian Wealth Management
Kentucky
$235K +$203K +641 New
OWD
639
Osborn Williams & Donohoe
Ohio
$234K +$203K +639 New
SFG
640
Sather Financial Group
Texas
$233K +$202K +636 New
Coatue Management
641
Coatue Management
New York
$233K +$202K +637 New
FWIA
642
Fort Washington Investment Advisors
Ohio
$230K +$199K +628 New
MC
643
Miles Capital
Iowa
$229K +$198K +624 New
BBI
644
Baxter Bros Inc
Connecticut
$228K +$198K +623 New
CT
645
Caldwell Trust
Florida
$228K +$197K +621 New
PFS
646
Prospera Financial Services
Texas
$225K -$373K -1,175 -66%
PWMAG
647
Pinnacle Wealth Management Advisory Group
New Jersey
$222K +$192K +605 New
Holocene Advisors
648
Holocene Advisors
New York
$222K +$193K +607 New
AT
649
Arden Trust
Delaware
$220K +$190K +600 New
SACTSONJ
650
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$220K +$190K +600 New