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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
1651
WT Wealth Management
Arizona
$238K +$224K +2,432 New
WPC
1652
White Pine Capital
Minnesota
$237K -$22.2K -240 -9%
NAM
1653
NTV Asset Management
West Virginia
$237K +$223K +2,415 New
RG
1654
Retirement Group
California
$237K +$224K +2,422 New
SFPG
1655
Stonebridge Financial Planning Group
Florida
$236K -$36.9K -400 -14%
Members Trust
1656
Members Trust
Florida
$236K +$222K +2,407 New
HDIM
1657
Hanson & Doremus Investment Management
Vermont
$235K +$158K +1,710 +250%
Ingalls & Snyder LLC
1658
Ingalls & Snyder LLC
New York
$235K +$221K +2,392 New
MFG
1659
Menard Financial Group
Texas
$235K +$221K +2,396 New
CFG
1660
CKW Financial Group
Hawaii
$234K – – –
EWM
1661
Evermay Wealth Management
Virginia
$234K +$220K +2,386 New
WB
1662
Webster Bank
Connecticut
$233K +$40K +433 +22%
3F
1663
360 Financial
Minnesota
$233K +$222K +2,400 New
TA
1664
Trellis Advisors
Washington
$232K +$219K +2,371 New
SWA
1665
Sutton Wealth Advisors
Florida
$229K +$1.48K +16 +0.7%
PSF
1666
Pacific Sun Financial
California
$229K +$215K +2,332 New
CAN
1667
Claraphi Advisory Network
United States
$228K -$39K -422 -15%
DP
1668
Denver PWM
Colorado
$228K +$215K +2,329 New
CBA
1669
Coastal Bridge Advisors
Connecticut
$227K +$213K +2,311 New
Coatue Management
1670
Coatue Management
New York
$226K -$127M -1,378,363 -100%
JCM
1671
Jacobi Capital Management
Pennsylvania
$226K +$13K +141 +7%
DLG
1672
Daniel L. Goodwin
$226K +$212K +2,300 New
LA
1673
LVW Advisors
New York
$226K +$213K +2,309 New
PFGIA
1674
Patriot Financial Group Insurance Agency
Massachusetts
$225K -$164K -1,774 -44%
EIA
1675
Edgemoor Investment Advisors
Maryland
$225K +$211K +2,291 New