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Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
626
Tower View Wealth Management
Wisconsin
$212K +$205K +4,550 New
BCG
627
Breakwater Capital Group
New Jersey
$211K +$204K +4,532 New
RFG Advisory
628
RFG Advisory
Alabama
$208K +$201K +4,461 New
Harvest Fund Management
629
Harvest Fund Management
China
$208K – – –
RFS
630
Richardson Financial Services
Massachusetts
$206K -$8.79K -195 -4%
Whittier Trust
631
Whittier Trust
California
$204K +$5.86K +130 +3%
ACGA
632
Atlanta Consulting Group Advisors
Georgia
$204K +$197K +4,365 New
KIA
633
Kraematon Investment Advisors
Massachusetts
$203K -$38.1K -846 -16%
AWM
634
Accurate Wealth Management
Florida
$203K +$190K +4,221 New
GL
635
Gerber LLC
Ohio
$202K +$195K +4,339 New
SWM
636
SHP Wealth Management
Massachusetts
$201K +$2.25K +50 +1%
1832 Asset Management
637
1832 Asset Management
Ontario, Canada
$201K +$194K +4,300 New
AIA
638
AIMZ Investment Advisors
California
$201K +$194K +4,300 New
FMI
639
Frec Markets Inc
California
$201K +$194K +4,300 New
PTC
640
Private Trust Company
Ohio
$200K +$81.3K +1,804 +73%
OAM
641
Ostrum Asset Management
France
$184K +$2.61K +58 +1%
Fidelity International
642
Fidelity International
Bermuda
$180K -$145K -3,219 -46%
WA
643
Westfuller Advisors
New York
$176K +$1.08K +24 +0.6%
FFA
644
Frazier Financial Advisors
Ohio
$171K +$315 +7 +0.2%
Hantz Financial Services
645
Hantz Financial Services
Michigan
$165K +$30.1K +668 +23%
HP
646
Hartree Partners
New York
$163K +$158K +3,500 New
CF
647
Centaurus Financial
California
$159K – – –
HM Payson & Co
648
HM Payson & Co
Maine
$159K +$34.1K +756 +29%
HFM
649
Hartford Financial Management
Connecticut
$140K – – –
TIAA-CREF Individual & Institutional Services
650
TIAA-CREF Individual & Institutional Services
New York
$139K +$134K +2,971 New