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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
1301
MassMutual Private Wealth & Trust
Connecticut
$202K -$37K -118 -16%
PGA
1302
Portland Global Advisors
Maine
$202K +$194K +620 New
HC
1303
Henshaw Capital
Massachusetts
$202K -$106K -338 -35%
CWC
1304
Carolinas Wealth Consulting
North Carolina
$201K -$5.96K -19 -0%
ABLA
1305
Alan B. Lancz & Associates
Ohio
$200K
MLA
1306
My Legacy Advisors
Oregon
$200K +$194K +619 New
IBOK
1307
Independence Bank of Kentucky
Kentucky
$200K -$24.4K -78 -11%
PK
1308
Pflug Koory
Nebraska
$199K
QC
1309
Quent Capital
New York
$198K +$120K +383 +172%
CSPAM
1310
Cary Street Partners Asset Management
Virginia
$191K
HIA
1311
Harbor Investment Advisory
Maryland
$188K +$4.7K +15 +3%
LAM
1312
Lakewood Asset Management
Illinois
$183K +$176K +562 New
TWM
1313
Tradition Wealth Management
Minnesota
$170K +$2.51K +8 +2%
MS
1314
Madden Securities
Texas
$168K +$161K +515 New
ALAM
1315
Asahi Life Asset Management
Japan
$163K -$530K -1,690 -77%
CB
1316
CNB Bank
Pennsylvania
$163K
PAM
1317
Paradigm Asset Management
New York
$162K
GCM
1318
Gables Capital Management
Florida
$160K
TFP
1319
Tilia Fiduciary Partners
North Carolina
$159K
SWA
1320
SOA Wealth Advisors
New York
$153K
HFM
1321
Harvest Fund Management
China
$149K +$58.3K +186 +69%
CA
1322
Centerpoint Advisors
Massachusetts
$148K +$10.3K +33 +8%
TF
1323
Tompkins Financial
New York
$147K
GRP
1324
Global Retirement Partners
California
$147K +$34.8K +111 +33%
GWM
1325
Geneos Wealth Management
Colorado
$136K -$5.33K -17 -4%