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Name Holding Trade Value Shares
Change
Change in
Stake
RJT
601
Raymond James Trust
Florida
$216K +$211K +3,901 New
WAM
602
Weatherly Asset Management
California
$215K +$210K +3,889 New
FANJ
603
Financial Architects (New Jersey)
New Jersey
$213K +$13.3K +246 +7%
CWM
604
Cedar Wealth Management
California
$213K +$208K +3,843 New
LW
605
Linscomb Wealth
Texas
$213K +$208K +3,846 New
IWM
606
IHT Wealth Management
Illinois
$211K +$39.5K +730 +24%
CL
607
Croft-Leominster
Maryland
$209K +$205K +3,786 New
LWAC
608
Laurel Wealth Advisors (California)
California
$209K +$205K +3,786 New
KPCM
609
Kings Point Capital Management
New York
$207K +$201K +3,727 New
SI
610
SII Investments
Wisconsin
$207K +$202K +3,729 New
MCM
611
Murphy Capital Management
New Jersey
$206K +$202K +3,732 New
ST
612
Smithfield Trust
Pennsylvania
$205K +$91.9K +1,701 +85%
MCM
613
MAI Capital Management
Ohio
$202K +$197K +3,644 New
FIM
614
Friedberg Investment Management
Texas
$200K -$573K -10,603 -75%
HFS
615
HL Financial Services
Kentucky
$200K -$19.6K -363 -9%
TWA
616
TCI Wealth Advisors
Arizona
$192K +$181K +3,349 +2,679%
WB
617
Webster Bank
Connecticut
$173K – – –
SPIA
618
Steward Partners Investment Advisory
New York
$169K +$150K +2,777 +974%
RFS
619
Rockefeller Financial Services
New York
$168K +$69.1K +1,279 +73%
DBT
620
Dubuque Bank & Trust
Iowa
$167K +$81.9K +1,516 +101%
BBHC
621
Brown Brothers Harriman & Co
New York
$155K – – –
SLF
622
Sun Life Financial
Ontario, Canada
$155K +$68.2K +1,261 +82%
FPS
623
Fieldpoint Private Securities
Connecticut
$150K +$147K +2,715 New
AIM
624
Anchor Investment Management
South Carolina
$148K – – –
TCM
625
Tradewinds Capital Management
Washington
$142K – – –