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Name Holding Trade Value Shares
Change
Change in
Stake
NS
626
NBC Securities
Alabama
$45K +$1.67K +108 +4%
GWM
627
Geneos Wealth Management
Colorado
$43.7K +$1.32K +85 +4%
OL
628
OneFund LLC
Florida
$43K +$37.9K +2,446 New
MPWT
629
MassMutual Private Wealth & Trust
Connecticut
$42.9K -$10.6K -685 -22%
HPC
630
HM Payson & Co
Maine
$42K – – –
FDW
631
Fourth Dimension Wealth
Ohio
$41.8K +$11.6K +750 +45%
TSMHT
632
Thurston Springer Miller Herd & Titak
Indiana
$41.8K +$15.5K +1,000 +71%
HI
633
Harbour Investments
Wisconsin
$41.3K -$254K -16,407 -87%
KA
634
Kozak & Associates
Colorado
$41K +$434 +28 +1%
TIM
635
Tortoise Investment Management
New York
$40.2K -$17.6K -1,133 -33%
CWP
636
Concord Wealth Partners
Virginia
$38K +$14.1K +910 +71%
MA
637
Montag & Associates
Georgia
$37.8K – – –
AF
638
Alerus Financial
North Dakota
$36.9K +$32.8K +2,118 New
MYIA
639
Mount Yale Investment Advisors
Colorado
$35.6K +$31.7K +2,042 New
CIM
640
Contravisory Investment Management
Massachusetts
$35.4K -$730K -47,069 -96%
TCOV
641
Trust Company of Vermont
Vermont
$35.3K – – –
MCM
642
MV Capital Management
Maryland
$35K -$1.49K -96 -5%
SWM
643
Spire Wealth Management
Virginia
$34.9K -$3.3K -213 -10%
LFG
644
Larson Financial Group
Missouri
$32.7K +$18.8K +1,211 +182%
CAWM
645
Capital A Wealth Management
Pennsylvania
$32.2K +$24.9K +1,603 +253%
FUBT
646
First United Bank & Trust
Maryland
$30.5K -$4.5K -290 -14%
BOJHT
647
Bank of Jackson Hole Trust
Wyoming
$30.2K -$25.6K -1,649 -49%
ACA
648
American Capital Advisory
Idaho
$29.9K +$527 +34 +2%
CFB
649
Cullen/Frost Bankers
Texas
$29.8K – – –
SIS
650
Sound Income Strategies
Florida
$29.8K -$295 -19 -1%