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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
801
Evercore Wealth Management
New York
$749K +$199 +4 +0%
WHAM
802
Windmill Hill Asset Management
United Kingdom
$748K +$229K +4,600 +49%
SIC
803
Samalin Investment Counsel
New York
$745K -$114K -2,299 -14%
MPM
804
Meritage Portfolio Management
Kansas
$743K
CGL
805
Clarius Group LLC
Washington
$743K +$19.2K +385 +3%
AIM
806
Avity Investment Management
Connecticut
$742K -$84.7K -1,700 -11%
BL
807
Balentine LLC
Georgia
$741K +$17.3K +347 +3%
NFSG
808
Newbridge Financial Services Group
Florida
$736K -$19.3K -388 -3%
SS
809
Simplicity Solutions
Minnesota
$733K +$77.3K +1,552 +13%
HCM
810
Howland Capital Management
Massachusetts
$730K
GAAM
811
Guinness Atkinson Asset Management
California
$723K -$76.1K -1,528 -10%
FDCDDQ
812
Federation des caisses Desjardins du Quebec
Quebec, Canada
$718K +$267K +5,360 +66%
WS
813
Wedbush Securities
California
$718K +$41.7K +837 +7%
GAG
814
GM Advisory Group
New York
$718K +$35.9K +720 +6%
HJMC
815
Hellman Jordan Management Company
Massachusetts
$714K -$1.36M -27,252 -67%
BCM
816
Brookstone Capital Management
Illinois
$713K -$93.5K -1,878 -13%
SFI
817
Siemens Fonds Invest
Germany
$711K -$19.2K -385 -3%
FB
818
Fulton Bank
Pennsylvania
$711K +$66.8K +1,341 +11%
AWS
819
Aspen Wealth Strategies
Colorado
$704K +$656K +13,165 New
APWM
820
Atlas Private Wealth Management
New York
$703K +$93.9K +1,886 +17%
IDBONY
821
Israel Discount Bank of New York
New York
$699K +$88.3K +1,774 +16%
AG
822
AIA Group
Hong Kong
$697K +$62.6K +1,258 +11%
VVP
823
Venture Visionary Partners
Ohio
$682K -$127K -2,559 -17%
SWM
824
Stockman Wealth Management
Montana
$680K -$571K -11,470 -47%
PSP
825
Principal Street Partners
Tennessee
$679K -$161K -3,226 -20%