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Name Holding Trade Value Shares
Change
Change in
Stake
DWT
776
Dorsey & Whitney Trust
South Dakota
$343K -$26.1K -828 -7%
LSPW
777
Lake Street Private Wealth
Illinois
$343K +$361K +11,464 New
NHC
778
Nicholas Hoffman & Company
Georgia
$342K
CTC
779
Central Trust Company
Missouri
$341K -$42.1K -1,335 -10%
DTL
780
Dynamic Technology Lab
Singapore
$341K +$359K +11,382 New
CIA
781
Cladis Investment Advisory
Montana
$341K +$358K +11,370 New
SWA
782
Stratos Wealth Advisors
Ohio
$337K +$15.6K +494 +5%
CGL
783
Clarius Group LLC
Washington
$336K +$8.79K +279 +3%
MYIA
784
Mount Yale Investment Advisors
Colorado
$335K +$2.08K +66 +0.6%
FNBOO
785
First National Bank of Omaha
Nebraska
$334K -$2.41M -76,635 -87%
SC
786
Sawyer & Company
Massachusetts
$334K -$14.3K -455 -4%
IIM
787
Ipswich Investment Management
Massachusetts
$334K -$630 -20 -0.2%
IAS
788
Investment Advisory Services
Texas
$334K +$12.1K +384 +4%
MA
789
MUFG Americas
New York
$332K -$269K -8,549 -44%
ANRIA
790
American National Registered Investment Advisor
Texas
$332K -$4K -127 -1%
CI
791
Conning Inc
Connecticut
$331K -$10K -319 -3%
SPWM
792
Schrum Private Wealth Management
Florida
$329K +$346K +10,987 New
AIA
793
Avalon Investment & Advisory
Texas
$328K
SMC
794
Smith, Moore & Co
Missouri
$328K
BFS
795
Bradley Foster & Sargent
Connecticut
$324K -$33.1K -1,050 -9%
BCCM
796
Bridge Creek Capital Management
Massachusetts
$324K
KA
797
Keene & Associates
Texas
$323K +$340K +10,795 New
MIM
798
Montgomery Investment Management
Maryland
$322K
PWMG
799
Prestige Wealth Management Group
New Jersey
$319K -$1.76K -56 -0.5%
VVP
800
Venture Visionary Partners
Ohio
$317K +$150K +4,769 +57%