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Name Holding Trade Value Shares
Change
Change in
Stake
UIA
2051
UBP Investment Advisors
Switzerland
$315K +$300K +1,889 New
KP
2052
Keel Point
Alabama
$314K -$139K -872 -32%
HCM
2053
Hall Capital Management
Rhode Island
$314K -$16.7K -105 -5%
UBG
2054
United Bank (Georgia)
Georgia
$314K +$8.75K +55 +3%
TCM
2055
Traynor Capital Management
Pennsylvania
$313K -$120K -756 -29%
LSC
2056
Lesa Sroufe & Co
Washington
$313K -$28.3K -178 -9%
DW
2057
Domani Wealth
Pennsylvania
$313K
TC
2058
Trilogy Capital
California
$312K -$36.6K -230 -11%
CCA
2059
Conservest Capital Advisors
Pennsylvania
$312K +$4.45K +28 +2%
WWM
2060
Windsor Wealth Management
Indiana
$312K +$298K +1,874 New
TWM
2061
Titus Wealth Management
California
$310K -$4.77K -30 -2%
JLBC
2062
J.L. Bainbridge & Co
Florida
$307K -$194K -1,219 -44%
VDI
2063
Vaughan David Investments
Illinois
$307K -$81.6K -513 -22%
SDWIA
2064
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$307K -$24.6K -155 -8%
CI
2065
CX Institutional
Indiana
$307K +$178K +1,118 +155%
BCP
2066
Berkeley Capital Partners
Georgia
$304K -$8.8M -55,363 -97%
CAGAS
2067
Capital Advisory Group Advisory Services
Minnesota
$304K +$14.3K +90 +5%
CCFCSB
2068
Cape Cod Five Cents Savings Bank
Massachusetts
$303K -$51.2K -322 -15%
BCA
2069
Biltmore Capital Advisors
New Jersey
$303K +$289K +1,818 New
AWA
2070
Acorn Wealth Advisors
Michigan
$302K
FCMC
2071
Founders Capital Management (Connecticut)
Connecticut
$302K +$20.7K +130 +8%
AIA
2072
Arbor Investment Advisors
North Carolina
$300K +$286K +1,798 New
TA
2073
Trellis Advisors
Washington
$299K +$16.9K +106 +6%
CAM
2074
Crestone Asset Management
Colorado
$296K +$282K +1,775 New
KPCM
2075
Kings Point Capital Management
New York
$295K -$31K -195 -10%