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Name Holding Trade Value Shares
Change
Change in
Stake
QIM
1201
Quest Investment Management
Oregon
$663K -$418K -917 -37%
BWM
1202
Baron Wealth Management
Michigan
$662K -$10K -22 -1%
Curi RMB Capital
1203
Curi RMB Capital
Illinois
$659K -$333K -731 -32%
MassMutual Private Wealth & Trust
1204
MassMutual Private Wealth & Trust
Connecticut
$659K +$39.2K +86 +6%
LA
1205
Legacy Advisors
Pennsylvania
$657K +$70.6K +155 +11%
MWM
1206
MorganRosel Wealth Management
Colorado
$654K +$117K +257 +20%
SWM
1207
Shelton Wealth Management
Texas
$653K +$711K +1,560 New
CAM
1208
Cozad Asset Management
Illinois
$652K +$3.65K +8 +0.5%
Carnegie Investment Counsel
1209
Carnegie Investment Counsel
Ohio
$651K -$7.29K -16 -1%
AFA
1210
AA Financial Advisors
Ohio
$649K – – –
OBGC
1211
O'Brien Greene & Co
Pennsylvania
$647K +$15.9K +35 +2%
AA
1212
Alta Advisers
United Kingdom
$646K +$111K +243 +19%
LCWP
1213
Legacy Capital Wealth Partners
Arkansas
$644K -$767K -1,683 -52%
Sanibel Captiva Trust Company
1214
Sanibel Captiva Trust Company
Florida
$642K -$9.57K -21 -1%
TNAM
1215
Terra Nova Asset Management
New York
$639K +$34.2K +75 +5%
Arax Advisory Partners
1216
Arax Advisory Partners
Colorado
$637K +$364K +798 +110%
SOW
1217
State of Wyoming
Wyoming
$633K +$59.7K +131 +9%
CWA Asset Management Group
1218
CWA Asset Management Group
Florida
$632K -$52.4K -115 -7%
BHA
1219
Beech Hill Advisors
New York
$630K – – –
Jensen Investment Management
1220
Jensen Investment Management
Oregon
$630K – – –
DFG
1221
Delta Financial Group
New Jersey
$630K +$45.6K +100 +7%
CCG
1222
Catalina Capital Group
California
$630K -$62K -136 -8%
Empirical Wealth Management
1223
Empirical Wealth Management
Washington
$629K +$79.3K +174 +13%
CP
1224
Covenant Partners
Tennessee
$628K -$377K -827 -36%
AWM
1225
AllSquare Wealth Management
New York
$627K – – –