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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
751
Bourgeon Capital Management
Connecticut
$20K -$46.9K -1,380 -65%
SWM
752
Sugarloaf Wealth Management
Georgia
$20K -$9.53K -280 -28%
TLCM
753
Twin Lakes Capital Management
California
$20K – – –
SOS
754
Silver Oak Securities
Tennessee
$19.3K +$12K +354 New
Lazard Asset Management
755
Lazard Asset Management
New York
$19K -$1.09K -32 -4%
HNWAG
756
High Net Worth Advisory Group
Florida
$19K – – –
VNA
757
Valley National Advisers
Pennsylvania
$19K +$340 +10 +2%
OLVIG
758
Oliver Lagore Vanvalin Investment Group
Michigan
$18K -$17K -500 -43%
WWMSC
759
Wagner Wealth Management (South Carolina)
South Carolina
$18K +$6.8K +200 +43%
DAC
760
Dividend Assets Capital
South Carolina
$17K – – –
BEI
761
Benjamin Edwards Inc
Missouri
$17K +$4.59K +135 +28%
JFGIW
762
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K +$20.4K +600 +1,500%
First Manhattan
763
First Manhattan
New York
$16K -$68K -2,000 -76%
SN
764
Sittner & Nelson
Oregon
$16K -$31.3K -920 -61%
GA
765
GoalVest Advisory
New York
$16K – – –
TFS
766
TrustCore Financial Services
Tennessee
$15K -$10.9K -320 -36%
TWM
767
Tradition Wealth Management
Minnesota
$15K -$3.4K -100 -15%
FF
768
FourThought Financial
Florida
$15K -$2.89K -85 -13%
MPWT
769
MassMutual Private Wealth & Trust
Connecticut
$15K -$1.91K -56 -9%
NSB
770
Norway Savings Bank
Maine
$15K – – –
SBL
771
Sargent Bickham Lagudis
Colorado
$15K +$10.4K +306 +128%
BWA
772
BDO Wealth Advisors
Florida
$14K – – –
RCM
773
Raleigh Capital Management
North Carolina
$14K – – –
PMFA
774
Plante Moran Financial Advisors
Michigan
$14K +$6.8K +200 +61%
WT
775
Whittier Trust
California
$14K +$7.65K +225 +75%