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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1301
Regal Investment Advisors
Michigan
$203K +$195K +621 New
IA
1302
IFG Advisory
Georgia
$202K -$38.6K -123 -17%
MPWT
1303
MassMutual Private Wealth & Trust
Connecticut
$202K -$37K -118 -16%
PGA
1304
Portland Global Advisors
Maine
$202K +$194K +620 New
HC
1305
Henshaw Capital
Massachusetts
$202K -$106K -338 -35%
CWC
1306
Carolinas Wealth Consulting
North Carolina
$201K -$5.96K -19 -0%
ABLA
1307
Alan B. Lancz & Associates
Ohio
$200K – – –
MLA
1308
My Legacy Advisors
Oregon
$200K +$194K +619 New
IBOK
1309
Independence Bank of Kentucky
Kentucky
$200K -$24.4K -78 -11%
PK
1310
Pflug Koory
Nebraska
$199K – – –
QC
1311
Quent Capital
New York
$198K +$120K +383 +172%
CSPAM
1312
Cary Street Partners Asset Management
Virginia
$191K – – –
HIA
1313
Harbor Investment Advisory
Maryland
$188K +$4.7K +15 +3%
LAM
1314
Lakewood Asset Management
Illinois
$183K +$176K +562 New
TWM
1315
Tradition Wealth Management
Minnesota
$170K +$2.51K +8 +2%
MS
1316
Madden Securities
Texas
$168K +$161K +515 New
ALAM
1317
Asahi Life Asset Management
Japan
$163K -$530K -1,690 -77%
CB
1318
CNB Bank
Pennsylvania
$163K – – –
PAM
1319
Paradigm Asset Management
New York
$162K – – –
GCM
1320
Gables Capital Management
Florida
$160K – – –
TFP
1321
Tilia Fiduciary Partners
North Carolina
$159K – – –
SWA
1322
SOA Wealth Advisors
New York
$153K – – –
HFM
1323
Harvest Fund Management
China
$149K +$58.3K +186 +69%
CA
1324
Centerpoint Advisors
Massachusetts
$148K +$10.3K +33 +8%
TF
1325
Tompkins Financial
New York
$147K – – –