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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
826
Jacobi Capital Management
Pennsylvania
$3.73M -$684K -20,125 -18%
EWM
827
Executive Wealth Management
Michigan
$3.73M -$504K -14,833 -11%
MIM
828
Marco Investment Management
Georgia
$3.73M -$85.9K -2,529 -2%
HSA
829
HBK Sorce Advisory
Pennsylvania
$3.73M +$230K +6,757 +6%
PL
830
Parthenon LLC
Kentucky
$3.72M
EAM
831
Erste Asset Management
Austria
$3.72M +$1.36M +39,905 +50%
WJWM
832
Williams Jones Wealth Management
New York
$3.71M +$102K +2,991 +3%
CA
833
Cetera Advisors
Colorado
$3.71M +$211K +6,201 +5%
SWM
834
SeaCrest Wealth Management
New York
$3.69M +$132K +3,889 +3%
CA
835
Clearstead Advisors
Ohio
$3.63M +$84.2K +2,478 +2%
SSWM
836
Smith Salley Wealth Management
North Carolina
$3.62M +$179K +5,255 +5%
BL
837
BFSG LLC
California
$3.62M +$30K +883 +0.8%
CBTWT
838
Community Bank & Trust (Waco, Texas)
Texas
$3.62M -$42K -1,235 -1%
MFG
839
Monte Financial Group
Connecticut
$3.6M +$599K +17,643 +18%
GWM
840
Greenwich Wealth Management
Connecticut
$3.57M +$20.8K +612 +0.5%
PS
841
Pensionfund Sabic
Netherlands
$3.57M
BAM
842
Belpointe Asset Management
Nevada
$3.57M +$182K +5,355 +5%
BB
843
Bell Bank
North Dakota
$3.56M -$175K -5,164 -4%
IAA
844
Independent Advisor Alliance
North Carolina
$3.55M -$19K -558 -0.5%
AIC
845
Argus Investors Counsel
New York
$3.55M +$197K +5,797 +5%
SCM
846
Shelton Capital Management
Colorado
$3.54M +$691K +20,342 +22%
CCM
847
Covington Capital Management
California
$3.53M +$18.5K +544 +0.5%
BAM
848
Boyar Asset Management
New York
$3.53M +$85.6K +2,519 +2%
LA
849
LVW Advisors
New York
$3.52M +$145K +4,263 +4%
SSB
850
Sandy Spring Bank
Maryland
$3.51M +$197K +5,803 +5%