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Name Holding Trade Value Shares
Change
Change in
Stake
B
701
Bailard
California
$243K +$240K +1,392 New
PG
702
Patten Group
Tennessee
$242K +$12.1K +70 +5%
CCA
703
Checchi Capital Advisers
California
$242K +$17.6K +102 +8%
TIA
704
Tiemann Investment Advisors
California
$241K
MHIC
705
Marble Harbor Investment Counsel
Massachusetts
$236K
PB
706
Pinnacle Bancorp
Nebraska
$235K
ZCM
707
Ziegler Capital Management
Illinois
$227K +$6.04K +35 +3%
PGA
708
Portland Global Advisors
Maine
$225K -$5.18K -30 -2%
CAM
709
CenterStar Asset Management
Illinois
$224K
WCM
710
Weld Capital Management
New York
$222K -$1.26M -7,302 -85%
FDCDDQ
711
Federation des caisses Desjardins du Quebec
Quebec, Canada
$221K +$218K +1,261 New
WCA
712
Westover Capital Advisors
Delaware
$220K +$217K +1,256 New
Carson Wealth (CWM LLC)
713
Carson Wealth (CWM LLC)
Nebraska
$218K
SAM
714
Satovsky Asset Management
New York
$218K +$216K +1,249 New
TMAM
715
Tokio Marine Asset Management
Japan
$216K +$213K +1,235 New
CS
716
Comerica Securities
Michigan
$216K +$214K +1,237 New
CWP
717
Concord Wealth Partners
Virginia
$215K +$212K +1,229 New
RWB
718
RMR Wealth Builders
New Jersey
$213K -$10K -58 -5%
PFA
719
Pure Financial Advisors
California
$212K +$210K +1,213 New
GWM
720
Geneos Wealth Management
Colorado
$208K +$330K +1,909 +186%
FHA
721
Flagship Harbor Advisors
Massachusetts
$205K +$1.9K +11 +0.9%
CCP
722
Corient Capital Partners
California
$205K +$202K +1,172 New
AP
723
Atwood & Palmer
Missouri
$204K
WWM
724
Windsor Wealth Management
Indiana
$204K
LOPW
725
Live Oak Private Wealth
North Carolina
$204K +$201K +1,164 New