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Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
651
Cary Street Partners Investment Advisory
Virginia
$87.9K – – –
TFP
652
Tilia Fiduciary Partners
North Carolina
$87.6K – – –
SIM
653
Sentry Investment Management
Wisconsin
$87K -$977 -4 -1%
WP
654
WealthPLAN Partners
Nebraska
$86.4K +$85.4K +350 New
TCPG
655
Trivant Custom Portfolio Group
California
$82.5K +$81.5K +334 New
TIM
656
Tortoise Investment Management
New York
$81.7K – – –
HCM
657
Hollencrest Capital Management
California
$77.8K -$3.66K -15 -5%
S
658
SignatureFD
Georgia
$76.3K +$11.7K +48 +18%
DZ Bank
659
DZ Bank
Germany
$76K -$11.2M -46,000 -99%
JGIA
660
Jackson Grant Investment Advisers
Connecticut
$75.1K – – –
HI
661
Harbour Investments
Wisconsin
$75.1K +$12.9K +53 +21%
CB
662
Community Bank
New York
$74.1K – – –
O
663
Ossiam
France
$72.8K -$473K -1,937 -87%
LWP
664
Lumature Wealth Partners
Georgia
$67.9K -$6.35K -26 -9%
WB
665
Webster Bank
Connecticut
$67.9K – – –
TWA
666
TCI Wealth Advisors
Arizona
$67.4K – – –
BCWM
667
Bartlett & Co Wealth Management
Ohio
$64.2K – – –
BC
668
Bartlett & Co
Ohio
$64K – – –
Capstone Investment Advisors
669
Capstone Investment Advisors
New York
$62.7K +$62K +254 New
IAIM
670
International Assets Investment Management
Florida
$61.5K +$60.8K +249 New
AAS
671
Ameritas Advisory Services
Nebraska
$61.1K +$59.8K +245 New
CAL
672
Capital Advisors Ltd
Ohio
$59K – – –
BWM
673
BerganKDV Wealth Management
Minnesota
$56.5K -$78.9K -323 -59%
FFA
674
Farther Finance Advisors
California
$50.4K +$4.15K +17 +9%
FNBOSM
675
First National Bank of South Miami
Florida
$49.4K – – –