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Name Holding Trade Value Shares
Change
Change in
Stake
AO
901
Advisor OS
Illinois
$353K +$5.07K +61 +1%
WF
902
Welch & Forbes
Massachusetts
$353K -$80.3K -965 -18%
SWM
903
SeaCrest Wealth Management
New York
$350K -$32.4K -389 -8%
HIC
904
Holderness Investments Company
North Carolina
$350K
AC
905
Avestar Capital
New York
$349K -$26.2K -315 -7%
WSC
906
Wellington Shields & Co
New York
$349K
HA
907
Harfst & Associates
Wyoming
$347K -$63.5K -763 -15%
SIC
908
Sterling Investment Counsel
New York
$346K +$28.7K +345 +9%
CFP
909
Catalyst Financial Partners
Massachusetts
$345K -$83 -1 -0%
SCM
910
Shelton Capital Management
Colorado
$344K -$8.15K -98 -2%
TFM
911
TFC Financial Management
Massachusetts
$344K
PCM
912
Polymer Capital Management
New York
$343K +$356K +4,275 New
SAM
913
Sompo Asset Management
Japan
$343K -$362K -4,355 -50%
DIA
914
Dean Investment Associates
Ohio
$342K -$18.8K -226 -5%
LSA
915
Leonteq Securities AG
Switzerland
$341K +$125K +1,507 +55%
CFB
916
Cullen/Frost Bankers
Texas
$341K -$106K -1,273 -23%
JFGIW
917
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$340K +$352K +4,232 New
SOS
918
Silver Oak Securities
Tennessee
$340K +$42.1K +506 +13%
WAM
919
Worth Asset Management
Texas
$339K
GLLW
920
Graves Light Lenhart Wealth
Virginia
$339K +$416 +5 +0.1%
LCWP
921
Legacy Capital Wealth Partners
Arkansas
$339K -$12K -144 -3%
LCGC
922
Legacy Capital Group California
California
$335K -$2K -24 -0.6%
AFG
923
Allegheny Financial Group
Pennsylvania
$333K -$18.2K -219 -5%
DWM
924
Drive Wealth Management
Utah
$333K -$8.73K -105 -2%
BC
925
Brookfield Corp
Ontario, Canada
$332K