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Name Holding Trade Value Shares
Change
Change in
Stake
AUB
1126
Atlantic Union Bankshares
Virginia
$213K -$12.2K -2,000 -5%
BFA
1127
Benedict Financial Advisors
Georgia
$213K +$243 +40 +0.1%
BFO
1128
Boston Family Office
Massachusetts
$213K +$219K +36,000 New
TCOV
1129
Trust Company of Vermont
Vermont
$211K +$116K +19,040 +115%
HL
1130
HeadInvest LLC
Maine
$209K +$214K +35,240 New
I
1131
INVST
Indiana
$209K +$214K +35,240 New
SCA
1132
Stillwater Capital Advisors
Pennsylvania
$209K +$214K +35,240 New
BCM
1133
BlueCrest Capital Management
Jersey
$208K +$214K +35,200 New
TDC
1134
Thompson Davis & Co
Virginia
$207K -$30.4K -5,000 -13%
BA
1135
Bridgewater Associates
Connecticut
$206K +$212K +34,840 New
SGAM
1136
Steinberg Global Asset Management
Florida
$206K +$212K +34,840 New
UWM
1137
USAdvisors Wealth Management
Minnesota
$203K -$48.4K -7,960 -19%
Carson Wealth (CWM LLC)
1138
Carson Wealth (CWM LLC)
Nebraska
$203K +$87.5K +14,400 +72%
BCA
1139
Bay Colony Advisors
Massachusetts
$203K +$208K +34,200 New
SMH
1140
Sanders Morris Harris
Texas
$202K +$208K +34,240 New
LJHT
1141
Laurie J. Hall Trustee
$201K
CCM
1142
Cadence Capital Management
Massachusetts
$201K +$206K +33,880 New
BFA
1143
Beaumont Financial Advisors
Massachusetts
$201K +$206K +33,920 New
ECM
1144
Evergreen Capital Management
Washington
$201K +$206K +33,960 New
CWS
1145
Cypress Wealth Services
California
$200K +$205K +33,760 New
NERM
1146
New England Research & Management
Illinois
$200K +$205K +33,800 New
EA
1147
Edge Advisors
Georgia
$198K +$243 +40 +0.1%
ClearBridge Investments
1148
ClearBridge Investments
New York
$195K -$72.9K -12,000 -27%
PO
1149
Private Ocean
California
$192K
AF
1150
Allworth Financial
California
$188K +$31.3K +5,160 +19%