Name Holding Trade Value Shares
Change
Change in
Stake
BFM
951
Boston Financial Management
Massachusetts
$307K – – –
MW
952
Marcum Wealth
Ohio
$303K +$280K +1,080 New
FFA
953
Founders Financial Alliance
North Carolina
$302K -$21.8K -84 -8%
LCS
954
Levin Capital Strategies
New York
$301K -$315K -1,215 -53%
CIP
955
Convergence Investment Partners
Florida
$301K -$4.93K -19 -2%
BCA
956
Bay Colony Advisors
Massachusetts
$300K +$278K +1,071 New
MWPCG
957
Measured Wealth Private Client Group
New Hampshire
$299K – – –
DCM
958
Donaldson Capital Management
Indiana
$299K +$277K +1,067 New
JF
959
Jump Financial
Illinois
$297K -$88K -339 -24%
CCM
960
Covington Capital Management
California
$296K +$1.3K +5 +0.5%
BCA
961
Berman Capital Advisors
Georgia
$289K +$89K +343 +50%
CA
962
Continuum Advisory
Idaho
$287K – – –
GIA
963
GHP Investment Advisors
Colorado
$287K – – –
PHS
964
Pekin Hardy Strauss
Illinois
$287K +$25.9K +100 +11%
PTB
965
Pioneer Trust Bank
Oregon
$285K – – –
BCM
966
Brookstone Capital Management
Illinois
$283K -$1.3K -5 -0.5%
SCA
967
STALEY CAPITAL ADVISERS
Pennsylvania
$283K – – –
RHBC
968
R.H. Bluestein & Co
Michigan
$280K -$44.1K -170 -15%
ACP
969
Aviance Capital Partners
Florida
$280K – – –
NJBEST
970
New Jersey Better Educational Savings Trust
New Jersey
$280K – – –
LW
971
Linscomb Wealth
Texas
$280K +$51.1K +197 +25%
CCM
972
Cullen Capital Management
New York
$280K +$259K +1,000 New
IAN
973
Integrated Advisors Network
Texas
$274K +$44.1K +170 +21%
GT
974
Glenview Trust
Kentucky
$273K +$519 +2 +0.2%
PWM
975
Palumbo Wealth Management
New York
$272K +$778 +3 +0.3%