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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
951
Salem Investment Counselors
North Carolina
$347K
BCM
952
Brookstone Capital Management
Illinois
$347K +$54.2K +186 +18%
EHC
953
Everett Harris & Co
California
$346K -$10.8K -37 -3%
DLA
954
Douglas Lane & Associates
New York
$341K +$9.04K +31 +3%
CSIC
955
Clifford Swan Investment Counsel
California
$340K
TAM
956
Taurus Asset Management
New York
$340K
KFGK
957
Keystone Financial Group (Kentucky)
Kentucky
$337K -$43.7K -150 -11%
PP
958
Patron Partners
Texas
$334K -$35K -120 -9%
Carson Wealth (CWM LLC)
959
Carson Wealth (CWM LLC)
Nebraska
$334K
PWP
960
Principle Wealth Partners
Connecticut
$334K
MBTD
961
Mechanics Bank - Trust Department
California
$334K +$10.5K +36 +3%
IC
962
Inscription Capital
Texas
$334K +$337K +1,155 New
MC
963
Moors & Cabot
Massachusetts
$332K -$3.79K -13 -1%
PCH
964
PGIM Custom Harvest
New Jersey
$331K +$215K +738 +181%
PCM
965
Prelude Capital Management
New York
$331K +$334K +1,144 New
IAMOG
966
Investors Asset Management of Georgia
Georgia
$327K
KP
967
Keel Point
Alabama
$325K -$30.6K -105 -9%
DA
968
DSC Advisors
Illinois
$323K -$42.9K -147 -12%
BCA
969
Berman Capital Advisors
Georgia
$323K +$24.8K +85 +8%
PT
970
Plimoth Trust
Massachusetts
$322K +$1.46K +5 +0.5%
SWA
971
Stratos Wealth Advisors
Ohio
$321K +$323K +1,109 New
BP
972
BBR Partners
New York
$317K -$125K -428 -28%
BFM
973
Boston Financial Management
Massachusetts
$317K
PCAP
974
Pratt Collard Advisory Partners
New York
$317K
CCM
975
Covington Capital Management
California
$314K +$8.16K +28 +3%