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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
AI
801
Alphabet Inc
California
$318K +$324K +1,297 New
BCM
802
Brookstone Capital Management
Illinois
$317K -$210K -842 -39%
LIM
803
Leavell Investment Management
Alabama
$311K -$17.7K -71 -5%
ACA
804
Anchor Capital Advisors
Massachusetts
$310K – – –
PTC
805
Philadelphia Trust Company
Pennsylvania
$310K +$316K +1,265 New
FA
806
FDx Advisors
Illinois
$308K -$20K -80 -6%
SWA
807
Stratos Wealth Advisors
Ohio
$307K -$12.5K -50 -4%
DCM
808
Donaldson Capital Management
Indiana
$307K +$45.5K +182 +17%
FAAS
809
First Allied Advisory Services
California
$305K +$89.2K +357 +40%
RIM
810
Regent Investment Management
Kentucky
$302K – – –
AC
811
Alexandria Capital
Virginia
$299K -$7.25K -29 -2%
UB
812
UMB Bank
Missouri
$296K -$19K -76 -6%
CCT
813
Country Club Trust
Missouri
$296K – – –
MIC
814
Meridian Investment Counsel
California
$295K – – –
SBWM
815
Sunflower Bank Wealth Management
Arizona
$294K – – –
HBT
816
Hills Bank & Trust
Iowa
$293K – – –
Capstone Investment Advisors
817
Capstone Investment Advisors
New York
$291K -$255K -1,021 -46%
AAP
818
Arax Advisory Partners
Colorado
$290K +$500 +2 +0.2%
LSAG
819
Lake Street Advisors Group
New Hampshire
$290K +$17.2K +69 +6%
AIM
820
Axiom Investment Management
New York
$289K -$1.77M -7,086 -86%
AFG
821
Albion Financial Group
Utah
$287K – – –
IBOK
822
Independence Bank of Kentucky
Kentucky
$286K – – –
AWM
823
AE Wealth Management
Kansas
$283K +$22.2K +89 +8%
SICM
824
Sustainable Insight Capital Management
New York
$270K – – –
DWM
825
Dorchester Wealth Management
Quebec, Canada
$269K – – –