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Name Holding Trade Value Shares
Change
Change in
Stake
5L
726
55I LLC
Massachusetts
$302K +$354K +2,819 New
ONSWM
727
Old North State Wealth Management
North Carolina
$301K +$353K +2,816 New
FIM
728
Fernwood Investment Management
Massachusetts
$301K -$76.7K -611 -18%
RPG
729
Resource Planning Group
Georgia
$301K – – –
MCC
730
Money Concepts Capital
Florida
$301K +$251K +2,002 +245%
PWM
731
Perigon Wealth Management
California
$300K -$71.4K -569 -17%
WSC
732
Wellington Shields & Co
New York
$300K -$25.1K -200 -7%
MHIC
733
Marble Harbor Investment Counsel
Massachusetts
$300K – – –
S
734
Seeyond
France
$299K -$19.2K -153 -5%
PFO
735
Pathstone Family Office
New Jersey
$299K +$80.1K +638 +30%
KOCAA
736
Knights of Columbus Asset Advisors
Connecticut
$297K -$16.6K -132 -5%
SBH
737
Segall Bryant & Hamill
Illinois
$296K +$49.4K +394 +17%
AAS
738
Ameritas Advisory Services
Nebraska
$295K -$46.9K -374 -12%
APP
739
Avantax Planning Partners
Iowa
$295K -$30.1K -240 -8%
SIP
740
Stoneridge Investment Partners
Pennsylvania
$294K +$345K +2,750 New
JWM
741
Jeppson Wealth Management
California
$292K +$19.4K +155 +6%
SW
742
SVB Wealth
Massachusetts
$292K +$343K +2,734 New
FCA
743
FinTrust Capital Advisors
South Carolina
$289K – – –
FNT
744
First National Trust
Pennsylvania
$289K +$1.13K +9 +0.3%
SG
745
StoneX Group
New York
$286K -$237K -1,885 -41%
TCM
746
Teza Capital Management
Illinois
$286K +$335K +2,671 New
MNBTD
747
Moody National Bank Trust Division
Texas
$285K – – –
AWA
748
Arkadios Wealth Advisors
Georgia
$284K -$14.7K -117 -4%
TYCC
749
Texas Yale Capital Corp
Florida
$282K – – –
FWA
750
FSM Wealth Advisors
Ohio
$282K +$123K +983 +59%