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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
651
CoreFirst Bank & Trust
Kansas
$391K – – –
CA
652
CoreCap Advisors
Michigan
$390K -$152K -1,211 -25%
PT
653
Plimoth Trust
Massachusetts
$388K -$16.9K -135 -4%
NPPM
654
North Point Portfolio Managers
Ohio
$388K – – –
NCM
655
Nelson Capital Management
California
$383K – – –
SWM
656
SeaCrest Wealth Management
New York
$382K -$17.6K -140 -4%
RMAM
657
Raab & Moskowitz Asset Management
New Jersey
$380K – – –
GDP
658
Great Diamond Partners
Maine
$380K +$64.7K +516 +17%
IWA
659
IVC Wealth Advisors
Pennsylvania
$378K -$251 -2 -0.1%
SAM
660
Secure Asset Management
Michigan
$375K – – –
VCA
661
Verdence Capital Advisors
Maryland
$375K +$502 +4 +0.1%
TWC
662
TD Waterhouse Canada
Ontario, Canada
$372K -$10.5M -83,522 -97%
MWPCG
663
Measured Wealth Private Client Group
New Hampshire
$371K -$52.7K -420 -11%
SIC
664
Shoker Investment Counsel
Ohio
$370K +$878 +7 +0.2%
SS
665
Simplicity Solutions
Minnesota
$370K +$34.1K +272 +9%
AI
666
AdvisorShares Investments
Maryland
$370K +$434K +3,462 New
HSA
667
HBK Sorce Advisory
Pennsylvania
$367K -$31.6K -252 -7%
PTC
668
Private Trust Company
Ohio
$366K -$23.3K -186 -5%
HWP
669
Highline Wealth Partners
California
$366K +$429K +3,420 New
PA
670
Procyon Advisors
Connecticut
$362K +$425K +3,388 New
BSW
671
Buckingham Strategic Wealth
Missouri
$361K – – –
RWM
672
Ritholtz Wealth Management
New York
$360K +$422K +3,366 New
BA
673
Bridgewater Associates
Connecticut
$358K -$13.6M -108,761 -97%
SAI
674
Systematic Alpha Investments
New Jersey
$355K – – –
CWC
675
Carolinas Wealth Consulting
North Carolina
$354K +$124K +986 +42%