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Name Holding Trade Value Shares
Change
Change in
Stake
DIM
1926
DLK Investment Management
California
$889K +$67K +256 +9%
BWP
1927
Burling Wealth Partners
Illinois
$889K -$42.1K -161 -5%
FUBT
1928
First United Bank & Trust
Maryland
$889K
MCM
1929
MV Capital Management
Maryland
$888K +$1.83K +7 +0.2%
ZBNA
1930
Zions Bancorporation, National Association
Utah
$887K +$380K +1,450 +86%
WAM
1931
WNY Asset Management
New York
$885K +$277K +1,057 +51%
KFI
1932
Key Financial Inc
Pennsylvania
$885K +$315K +1,205 +64%
1IA
1933
1620 Investment Advisors
Massachusetts
$883K -$217K -828 -21%
BCM
1934
BluePath Capital Management
Georgia
$883K +$221K +843 +37%
AAG
1935
Armstrong Advisory Group
Massachusetts
$882K +$4.97K +19 +0.6%
VFS
1936
Valpey Financial Services
New Hampshire
$881K
RA
1937
Rational Advisors
New York
$880K +$196K +749 +32%
SMA
1938
Seven Mile Advisory
New Jersey
$877K +$347K +1,325 +74%
KIG
1939
Kennedy Investment Group
New Jersey
$875K +$262 +1 +0%
VWA
1940
Visionary Wealth Advisors
Illinois
$874K -$13.9K -53 -2%
ETS
1941
ESL Trust Services
New York
$874K +$29.1K +111 +4%
NRG
1942
Nemes Rush Group
Michigan
$873K +$1.05K +4 +0.1%
ML
1943
McAdam LLC
Pennsylvania
$869K +$44.5K +170 +6%
FBB
1944
Fulton Breakefield Broenniman
Maryland
$868K +$123K +469 +18%
JWBC
1945
J.W. Burns & Co
New York
$867K +$20.2K +77 +3%
RC
1946
Reik & Co
New York
$867K
OCM
1947
One Capital Management
California
$866K +$7.59K +29 +1%
DG
1948
DMC Group
Alabama
$865K -$142K -541 -15%
OL
1949
Optas LLC
Texas
$863K +$80.6K +308 +11%
CEI
1950
Clark Estates Inc
New York
$862K