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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1201
Procyon Advisors
Connecticut
$282K +$7.01K +13 +3%
AIC
1202
Ameritas Investment Company
Nebraska
$282K +$48K +89 +21%
DLA
1203
Douglas Lane & Associates
New York
$279K -$6.47K -12 -2%
STA
1204
Summit Trail Advisors
New York
$279K +$279K +517 New
PP
1205
PDS Planning
Ohio
$278K +$21.6K +40 +8%
AWA
1206
Arkadios Wealth Advisors
Georgia
$278K +$69.5K +129 +33%
MAM
1207
Marotta Asset Management
Virginia
$276K
CIP
1208
Convergence Investment Partners
Florida
$273K +$30.2K +56 +12%
MPW
1209
MA Private Wealth
California
$272K
IC
1210
Inscription Capital
Texas
$270K -$269K -500 -50%
MBTD
1211
Mechanics Bank - Trust Department
California
$270K -$108K -200 -29%
CAM
1212
CenterStar Asset Management
Illinois
$270K
GIA
1213
Guyasuta Investment Advisors
Pennsylvania
$270K
NCM
1214
Next Capital Management
New York
$270K
OWP
1215
Obermeyer Wealth Partners
Colorado
$270K
TP
1216
Tranquility Partners
Tennessee
$269K +$5.39K +10 +2%
SCP
1217
Sandhill Capital Partners
New York
$268K
VVP
1218
Venture Visionary Partners
Ohio
$267K
ABC
1219
Associated Banc-Corp
Wisconsin
$266K
MCM
1220
Maryland Capital Management
Maryland
$265K +$5.93K +11 +2%
GC
1221
Grimes & Company
Massachusetts
$265K +$16.7K +31 +7%
OA
1222
Oxbow Advisors
Texas
$264K -$113K -209 -30%
KFS
1223
Kaizen Financial Strategies
California
$263K +$263K +488 New
CHAM
1224
Clear Harbor Asset Management
Connecticut
$261K
SF
1225
Symphony Financial
Texas
$259K -$134K -249 -34%