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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1076
Choate Investment Advisors
Massachusetts
$868K +$752K +17,750 +339%
FT
1077
Fiduciary Trust
Massachusetts
$867K -$33.1K -780 -3%
CA
1078
Continuum Advisory
Idaho
$867K -$12.7K -300 -0.8%
LWCFA
1079
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$866K +$170K +4,000 +24%
SCI
1080
Stableford Capital II
Arizona
$860K +$121K +2,850 +15%
FIM
1081
Freedom Investment Management
Connecticut
$860K +$174K +4,110 +22%
KFGK
1082
Keystone Financial Group (Kentucky)
Kentucky
$857K +$24.2K +570 +3%
IA
1083
IFP Advisors
Florida
$857K -$1.95M -46,070 -67%
SFFS
1084
Stonehage Fleming Financial Services
Jersey
$857K +$13.6K +320 +1%
MGIA
1085
Moneta Group Investment Advisors
Missouri
$856K -$104K -2,450 -10%
CFS
1086
CRA Financial Services
New Jersey
$856K +$24.2K +570 +3%
LCM
1087
Lewis Capital Management
California
$855K
HAM
1088
Hyperion Asset Management
Australia
$853K -$59.3K -1,400 -6%
SIC
1089
Salem Investment Counselors
North Carolina
$847K +$23.3K +550 +3%
LWM
1090
Laidlaw Wealth Management
New York
$844K +$420K +9,900 +79%
SFO
1091
Stokes Family Office
Louisiana
$842K +$23.7K +560 +3%
FFS
1092
Founders Financial Securities
Maryland
$840K +$149K +3,510 +19%
TPCW
1093
TD Private Client Wealth
New York
$838K -$27.1K -640 -3%
BFA
1094
Buttonwood Financial Advisors
Maryland
$835K -$3.39K -80 -0.4%
CP
1095
Covenant Partners
Tennessee
$833K
C
1096
Certuity
Florida
$830K +$140K +3,310 +18%
Vanguard Capital Wealth Advisors
1097
Vanguard Capital Wealth Advisors
Colorado
$825K
SMA
1098
Seven Mile Advisory
New Jersey
$823K +$27.1K +640 +3%
HIA
1099
Harbor Investment Advisory
Maryland
$821K -$246K -5,800 -3%
Connor, Clark & Lunn Investment Management (CC&L)
1100
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$816K +$98.3K +2,320 +12%