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Name Holding Trade Value Shares
Change
Change in
Stake
FBC
801
Fairfield, Bush & Co
Connecticut
$984K
CAM
802
Carret Asset Management
New York
$968K +$34.6K +5,320 +4%
PAA
803
Peregrine Asset Advisers
Oregon
$960K
Truist Financial
804
Truist Financial
North Carolina
$956K +$101K +15,480 +13%
SC
805
Stralem & Co
New York
$955K +$78K +12,000 +10%
TNBTD
806
Trustmark National Bank Trust Department
Mississippi
$955K +$111K +17,000 +14%
CRWM
807
Castle Rock Wealth Management
California
$951K -$979K -150,560 -46%
GFP
808
Gryphon Financial Partners
Ohio
$946K +$705K +108,360 +412%
RHBC
809
R.H. Bluestein & Co
Michigan
$945K -$310K -47,600 -26%
HCM
810
Hollencrest Capital Management
California
$944K +$210K +32,280 +27%
IEFM
811
IQ EQ Fund Management
Ireland
$943K
LFAS
812
Level Four Advisory Services
Texas
$931K -$1.16M -177,600 -57%
CC
813
Chicago Capital
Illinois
$928K +$89.2K +13,720 +12%
AFP
814
Ausdal Financial Partners
Iowa
$927K +$262K +40,280 +44%
CWM
815
Catamount Wealth Management
Connecticut
$923K
HAM
816
Highstreet Asset Management
Ontario, Canada
$922K -$427K -65,720 -33%
SG
817
StoneX Group
New York
$922K +$124K +19,040 +17%
FHC
818
First Heartland Consultants
Missouri
$914K -$255K -39,160 -23%
AIM
819
Assured Investment Management
New York
$913K -$2.19M -336,840 -72%
FI
820
FormulaFolio Investments
Michigan
$908K +$123K +18,920 +17%
CAGAS
821
Capital Advisory Group Advisory Services
Minnesota
$905K +$178K +27,440 +27%
SP
822
SWS Partners
Ohio
$904K +$18.2K +2,800 +2%
IB
823
Intrust Bank
Kansas
$904K +$123K +18,880 +17%
CCG
824
Ceeto Capital Group
Florida
$899K +$52K +8,000 +7%
BWM
825
Buckley Wealth Management
Nevada
$894K -$43.4K -6,680 -5%