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Name Holding Trade Value Shares
Change
Change in
Stake
MBT
1001
Montecito Bank & Trust
California
$253K +$261K +3,750 New
PAM
1002
Panagora Asset Management
Massachusetts
$252K -$571K -8,199 -69%
EWA
1003
EverSource Wealth Advisors
Alabama
$251K -$16.4K -235 -6%
RSF
1004
Rik Saylor Financial
Ohio
$251K -$49.1K -705 -16%
WCA
1005
Westover Capital Advisors
Delaware
$251K -$112K -1,604 -30%
CSIC
1006
Clifford Swan Investment Counsel
California
$251K +$557 +8 +0.2%
BAM
1007
Belpointe Asset Management
Nevada
$250K -$259K -3,716 -50%
SIC
1008
Schwartz Investment Counsel
Michigan
$249K
CFSG
1009
Clark Financial Services Group
Missouri
$249K +$257K +3,698 New
KP
1010
Keel Point
Alabama
$249K +$57.6K +828 +29%
PFBT
1011
Parkside Financial Bank & Trust
Missouri
$247K +$1.39K +20 +0.5%
PL
1012
Parthenon LLC
Kentucky
$247K
MHR
1013
Matthew Hamilton Rosenberg
$246K -$4.39K -63 -2%
CAMG
1014
CWA Asset Management Group
Florida
$246K +$14.8K +213 +6%
TWP
1015
Tyche Wealth Partners
Texas
$246K +$139 +2 +0.1%
PVI
1016
Pine Valley Investments
New Jersey
$246K +$254K +3,647 New
HW
1017
HORAN Wealth
Ohio
$246K +$254K +3,645 New
PTC
1018
Private Trust Company
Ohio
$246K -$24.3K -349 -9%
FDS
1019
Freedom Day Solutions
Texas
$243K
ZF
1020
Zhang Financial
Michigan
$243K +$139 +2 +0.1%
MIC
1021
Means Investment Company
Maine
$243K
AT
1022
Arlington Trust
Alabama
$242K
CCA
1023
Childress Capital Advisors
Texas
$241K +$8.01K +115 +3%
KWA
1024
Kingswood Wealth Advisors
California
$240K -$105K -1,509 -30%
ILI
1025
Invesco LLC (Illinois)
Illinois
$240K