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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1451
Avity Investment Management
Connecticut
$641K
LC
1452
LCNB Corp
Ohio
$641K +$20.7K +341 +3%
BC
1453
Birchview Capital
Vermont
$640K
BCM
1454
Boltwood Capital Management
California
$640K
LCM
1455
Lee Capital Management
New York
$640K
LPT
1456
Legacy Private Trust
Wisconsin
$638K -$31.5K -519 -5%
PP
1457
PagnatoKarp Partners
Virginia
$633K +$34.6K +570 +6%
KWM
1458
Kingsview Wealth Management
Oregon
$624K +$69.3K +1,143 +13%
BHB
1459
Bank Hapoalim BM
Israel
$623K +$241K +3,977 +64%
GXMC
1460
Global X Management Company
New York
$621K +$63.1K +1,041 +11%
NEPWA
1461
New England Private Wealth Advisors
Massachusetts
$617K -$34.6K -570 -5%
LOAMS
1462
Lombard Odier Asset Management (Switzerland)
Switzerland
$616K
CIAS
1463
Capital Investment Advisory Services
North Carolina
$615K -$7.28K -120 -1%
SCI
1464
Stableford Capital II
Arizona
$612K +$37.8K +623 +7%
AI
1465
Accredited Investors
Minnesota
$609K +$72.1K +1,189 +14%
HI
1466
Hendershot Investments
Virginia
$607K +$57.2K +943 +10%
CHP
1467
Cable Hill Partners
Oregon
$606K +$200K +3,307 +50%
AACR
1468
ACR Alpine Capital Research
Missouri
$599K +$485 +8 +0.1%
MWM
1469
Marietta Wealth Management
Georgia
$593K -$21.6K -357 -4%
AOWM
1470
Alpha Omega Wealth Management
Virginia
$593K -$21.3K -351 -3%
PCM
1471
Perkins Capital Management
Minnesota
$589K
FCH
1472
Freestone Capital Holdings
Washington
$589K +$4.3K +71 +0.7%
VWM
1473
Venturi Wealth Management
Texas
$588K +$579K +9,553 New
MA
1474
MCF Advisors
Kentucky
$587K +$4.18K +69 +0.7%
EWA
1475
EP Wealth Advisors
California
$587K +$275K +4,539 +90%