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Name Holding Trade Value Shares
Change
Change in
Stake
PP
301
Peconic Partners
New York
$450K -$521K -20,000 -57%
BIM
302
Baldwin Investment Management
Pennsylvania
$450K -$312K -12,000 -44%
WF
303
Welch & Forbes
Massachusetts
$450K +$13K +500 +3%
NL
304
NWAM LLC
Washington
$444K
Prudential Financial
305
Prudential Financial
New Jersey
$444K +$38.3K +1,470 +11%
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$443K -$44K -1,690 -10%
PNC
307
Park National Corp
Ohio
$436K -$56.2K -2,160 -13%
NMC
308
Nine Masts Capital
Hong Kong
$428K +$371K +14,270 New
WAM
309
World Asset Management
Michigan
$427K +$4.17K +160 +1%
AGA
310
Accuvest Global Advisors
Utah
$424K -$1.62M -62,330 -82%
CS
311
Candriam SCA
Luxembourg
$416K -$179K -6,880 -33%
PWPS
312
Pinnacle Wealth Planning Services
Ohio
$416K -$97.9K -3,760 -21%
CWS
313
Cypress Wealth Services
California
$414K +$359K +13,800 New
BRWA
314
B. Riley Wealth Advisors
Florida
$412K -$10.2K -390 -3%
MC
315
Moors & Cabot
Massachusetts
$410K +$355K +13,650 New
SWM
316
SeaCrest Wealth Management
New York
$401K +$104K +3,980 +42%
KWM
317
Kingsview Wealth Management
Oregon
$396K -$35.9K -1,380 -9%
ALAM
318
Asahi Life Asset Management
Japan
$396K +$342K +13,150 New
MIH
319
Meitav Investment House
Israel
$394K +$341K +13,100 New
WP
320
WealthSource Partners
California
$393K +$27.3K +1,050 +9%
TRCT
321
Tower Research Capital (TRC)
New York
$389K +$133K +5,110 +65%
BAM
322
Belpointe Asset Management
Nevada
$382K -$97.9K -3,760 -23%
Cerity Partners
323
Cerity Partners
New York
$379K +$76K +2,920 +30%
BIM
324
Bridges Investment Management
Nebraska
$375K +$325K +12,490 New
APA
325
American Portfolios Advisors
New York
$367K -$12.5K -480 -4%