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Name Holding Trade Value Shares
Change
Change in
Stake
PVI
726
Pine Valley Investments
New Jersey
$221K +$207K +971 New
BFP
727
Briaud Financial Planning
Texas
$221K – – –
MWM
728
Meridian Wealth Management
Kentucky
$217K +$203K +951 New
CAM
729
Cidel Asset Management
Ontario, Canada
$216K – – –
VCM
730
Virtue Capital Management
Tennessee
$212K +$188K +882 New
GM
731
GeoWealth Management
Illinois
$208K -$1.04M -4,853 -84%
DCM
732
DGS Capital Management
New Jersey
$207K +$194K +910 New
KWM
733
Kingsview Wealth Management
Oregon
$206K -$40.1K -188 -17%
SIC
734
Salem Investment Counselors
North Carolina
$206K – – –
AA
735
Ancora Advisors
Ohio
$206K +$170K +799 +761%
RMCM
736
Reynders McVeigh Capital Management
Massachusetts
$205K +$192K +900 New
EI
737
EDMP Inc
Florida
$204K +$191K +893 New
PCM
738
Penserra Capital Management
California
$184K -$441K -2,069 -72%
HBW
739
Hazlett, Burt & Watson
West Virginia
$173K +$13.9K +65 +9%
MPWT
740
MassMutual Private Wealth & Trust
Connecticut
$171K +$13K +61 +9%
CAL
741
Capital Analysts LLC
Pennsylvania
$170K – – –
CA
742
CoreCap Advisors
Michigan
$166K -$149K -699 -49%
WT
743
Whittier Trust
California
$164K – – –
CPBTD
744
Central Pacific Bank - Trust Division
Hawaii
$161K – – –
RP
745
Rowlandmiller & Partners
Georgia
$160K – – –
WW
746
Winnow Wealth
Texas
$155K -$910K -4,266 -86%
TFA
747
Transamerica Financial Advisors
Florida
$154K +$16.9K +79 +13%
BP
748
BNP Paribas
France
$150K – – –
MDA
749
Minot DeBlois Advisors
Massachusetts
$145K -$8.53K -40 -6%
CSP
750
Cary Street Partners
Virginia
$133K +$125K +584 New