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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
601
Stonebridge Capital Advisors
Minnesota
$474K +$380K +3,032 +217%
HI
602
Harbour Investments
Wisconsin
$472K
LFAS
603
Level Four Advisory Services
Texas
$466K -$35.4K -282 -6%
PIM
604
Penobscot Investment Management
Massachusetts
$460K
LWM
605
Laidlaw Wealth Management
New York
$460K +$10.7K +85 +2%
AA
606
ALPS Advisors
Colorado
$452K -$49.1K -391 -8%
SWM
607
Segment Wealth Management
Texas
$452K
TMAM
608
Tokio Marine Asset Management
Japan
$452K +$25.6K +204 +5%
SSG
609
Summit Securities Group
New York
$450K +$170K +1,355 +47%
JCIA
610
Jackson Creek Investment Advisors
Colorado
$450K +$265K +2,112 +101%
BRA
611
Bender Robert & Associates
California
$448K -$3.14K -25 -0.6%
CFD
612
Creative Financial Designs
Indiana
$448K +$25.8K +206 +5%
CIM
613
Chiron Investment Management
New York
$444K +$521K +4,149 New
RGF
614
Retirement Guys Formula
Ohio
$442K +$9.91K +79 +2%
RDWM
615
Red Door Wealth Management
Tennessee
$438K +$7.78K +62 +2%
AAP
616
Arax Advisory Partners
Colorado
$437K +$10.2K +81 +2%
BCV
617
Banque Cantonale Vaudoise
Switzerland
$436K -$1.41M -11,200 -73%
FWCM
618
Ferguson Wellman Capital Management
Oregon
$435K
MCM
619
Manchester Capital Management
Vermont
$434K -$12.5K -100 -2%
FFM
620
Forum Financial Management
Illinois
$433K +$31.6K +252 +7%
V
621
VeraBank
Texas
$431K
CFB
622
Cullen/Frost Bankers
Texas
$431K +$127K +1,009 +33%
RCWM
623
Royal Capital Wealth Management
Indiana
$430K +$753 +6 +0.1%
BCM
624
Bienville Capital Management
New York
$430K +$502K +4,000 New
CWA
625
Carolina Wealth Advisors
South Carolina
$426K +$40.9K +326 +9%