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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
601
Regent Investment Management
Kentucky
$378K – – –
SCM
602
Spreng Capital Management
Ohio
$376K +$16.7K +490 +5%
IAMOG
603
Investors Asset Management of Georgia
Georgia
$376K +$357K +10,452 New
RPWA
604
Regent Peak Wealth Advisors
Georgia
$372K +$3.18K +93 +0.9%
Spire Wealth Management
605
Spire Wealth Management
Virginia
$372K +$654K +19,146 New
BP
606
BBR Partners
New York
$370K +$1.3K +38 +0.4%
KCM
607
Kathmere Capital Management
Pennsylvania
$368K +$102K +2,984 +41%
Level Four Advisory Services
608
Level Four Advisory Services
Texas
$367K -$18K -528 -5%
LRPA
609
L. Roy Papp & Associates
Arizona
$366K -$34.2K -1,000 -9%
VCA
610
Verdence Capital Advisors
Maryland
$364K +$346K +10,117 New
Geneos Wealth Management
611
Geneos Wealth Management
Colorado
$362K -$820 -24 -0.2%
OWA
612
Octavia Wealth Advisors
Ohio
$361K +$7K +205 +2%
LD
613
Lipe & Dalton
New York
$360K – – –
Compagnie Lombard Odier SCmA
614
Compagnie Lombard Odier SCmA
Switzerland
$360K +$51.2K +1,500 +18%
Wealthspire Advisors (New York)
615
Wealthspire Advisors (New York)
New York
$360K +$78.9K +2,308 +30%
QVT
616
Quantitative Value Technologies
Kansas
$360K +$341K +9,988 New
D.A. Davidson & Co
617
D.A. Davidson & Co
Montana
$359K -$236K -6,896 -41%
SCM
618
Seascape Capital Management
New Hampshire
$354K +$81.2K +2,376 +32%
Gofen & Glossberg
619
Gofen & Glossberg
Illinois
$353K – – –
Csenge Advisory Group
620
Csenge Advisory Group
Florida
$351K +$10K +294 +3%
JWCA
621
J.W. Cole Advisors
Florida
$347K -$37.8K -1,106 -10%
AB
622
Atlas Brown
Kentucky
$347K +$23.3K +682 +8%
Ballentine Partners
623
Ballentine Partners
Massachusetts
$346K -$4.82K -141 -1%
ALPS Advisors
624
ALPS Advisors
Colorado
$341K +$52.2K +1,529 +19%
XS
625
XR Securities
Illinois
$338K -$142K -4,160 -31%