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Name Holding Trade Value Shares
Change
Change in
Stake
BL
926
Balentine LLC
Georgia
$355K -$365K -5,113 -51%
PA
927
Procyon Advisors
Connecticut
$355K +$92.8K +1,299 +36%
LF
928
Lantz Financial
Illinois
$355K +$9.22K +129 +3%
ESB
929
Essex Savings Bank
Connecticut
$355K -$43K -601 -11%
RCA
930
Resonant Capital Advisors
Wisconsin
$353K +$3.79K +53 +1%
AHL
931
Abel Hall LLC
Louisiana
$353K +$25.9K +363 +8%
EHAM
932
Eagle Harbor Asset Management
Washington
$352K -$19.9K -279 -5%
IP
933
Isthmus Partners
Wisconsin
$351K -$38.6K -540 -10%
SC
934
Saturna Capital
Washington
$350K
AB
935
Atlas Brown
Kentucky
$349K
CAM
936
Concorde Asset Management
Michigan
$349K +$786 +11 +0.2%
EGA
937
E&G Advisors
Texas
$349K
NGA
938
Naples Global Advisors
Florida
$348K -$7.15K -100 -2%
KMWM
939
Keudell/Morrison Wealth Management
Oregon
$347K -$1.29K -18 -0.4%
BAM
940
Brave Asset Management
New Jersey
$346K
CWP
941
CFM Wealth Partners
Texas
$344K +$100K +1,402 +42%
AC
942
Avestar Capital
New York
$342K -$238K -3,325 -41%
AWM
943
AllSquare Wealth Management
New York
$339K
HP
944
Holistic Planning
Texas
$339K
KCFA
945
Key Client Fiduciary Advisors
New Jersey
$337K -$9.29K -130 -3%
IAMOG
946
Investors Asset Management of Georgia
Georgia
$337K -$715 -10 -0.2%
GIP
947
Granite Investment Partners
California
$336K
ML
948
McAdam LLC
Pennsylvania
$336K +$143 +2 +0%
FAT
949
First American Trust
California
$335K +$8.51K +119 +3%
WI
950
Wintrust Investments
Illinois
$335K +$331K +4,637 New