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Name Holding Trade Value Shares
Change
Change in
Stake
CT
851
Coastline Trust
Rhode Island
$3.48M -$49.2K -1,444 -1%
PTC
852
Private Trust Company
Ohio
$3.47M -$899K -26,385 -19%
PVWM
853
Point View Wealth Management
New Jersey
$3.46M +$388K +11,383 +11%
SSWM
854
Smith Salley Wealth Management
North Carolina
$3.45M -$90.4K -2,654 -2%
BAM
855
Boyar Asset Management
New York
$3.45M +$95.5K +2,802 +3%
KS
856
Karpas Strategies
Connecticut
$3.43M
HW
857
Hedeker Wealth
Illinois
$3.42M +$68.1K +1,999 +2%
VDI
858
Vaughan David Investments
Illinois
$3.42M -$22M -644,884 -85%
SFG
859
SNS Financial Group
Minnesota
$3.41M -$154K -4,515 -4%
MMA
860
Miracle Mile Advisors
California
$3.41M +$1.63M +47,790 +77%
BAM
861
Belpointe Asset Management
Nevada
$3.39M -$34.6K -1,014 -0.9%
LA
862
LVW Advisors
New York
$3.38M +$751K +22,043 +25%
SFA
863
Semmax Financial Advisors
North Carolina
$3.37M +$285K +8,373 +8%
AIS
864
Accurate Investment Solutions
Pennsylvania
$3.37M -$3.06M -89,817 -45%
CCT
865
Chemung Canal Trust
New York
$3.37M -$61.6K -1,808 -2%
AIC
866
Argus Investors Counsel
New York
$3.36M +$93.4K +2,740 +3%
VCAM
867
Van Cleef Asset Management
Ohio
$3.36M -$57K -1,672 -2%
CCM
868
Coldstream Capital Management
Washington
$3.35M +$237K +6,963 +7%
WIM
869
Waverton Investment Management
United Kingdom
$3.34M +$62.5K +1,834 +2%
CCP
870
Corient Capital Partners
California
$3.34M -$463K -13,578 -11%
SSB
871
Sandy Spring Bank
Maryland
$3.33M -$4.33K -127 -0.1%
AMM
872
American Money Management
California
$3.33M +$424K +12,438 +13%
Pacer Advisors
873
Pacer Advisors
Pennsylvania
$3.32M -$19.5M -572,764 -86%
LFAS
874
Level Four Advisory Services
Texas
$3.32M -$241K -7,061 -6%
PAMG
875
Patton Albertson Miller Group
Tennessee
$3.31M +$136K +3,989 +4%