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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
1001
Bigelow Investment Advisors
Maine
$339K +$33.5K +486 +12%
S
1002
SimplyRich
California
$337K
HCMT
1003
Highland Capital Management (Tennessee)
Tennessee
$336K
CGFA
1004
Colton Groome Financial Advisors
North Carolina
$336K -$50.8K -736 -14%
DAS
1005
Dynamic Advisor Solutions
Arizona
$335K +$306K +4,432 New
WPC
1006
Wedmont Private Capital
Pennsylvania
$334K +$305K +4,412 New
AA
1007
Ancora Advisors
Ohio
$332K -$4.42K -64 -1%
NME
1008
Notis-McConarty Edward
$331K -$97.5K -1,413 -24%
WBC
1009
Westpac Banking Corp
Australia
$331K +$40.7K +589 +15%
IWM
1010
IHT Wealth Management
Illinois
$330K -$2.35K -34 -0.7%
ESB
1011
Essex Savings Bank
Connecticut
$329K -$4.07K -59 -1%
UM
1012
UniSuper Management
Australia
$329K +$62.1K +900 +25%
LW
1013
Linscomb Wealth
Texas
$329K -$2.69K -39 -0.9%
RWPA
1014
Richard W. Paul & Associates
Michigan
$328K -$9.66K -140 -3%
GWA
1015
GGM Wealth Advisors
Maryland
$327K -$2K -29 -0.7%
FCP
1016
Fidelis Capital Partners
Florida
$324K +$306K +4,435 New
GIA
1017
Gladstone Institutional Advisory
Florida
$324K +$29.3K +425 +11%
VHAM
1018
Van Hulzen Asset Management
California
$322K
CAC
1019
Core Alternative Capital
Georgia
$322K +$4.76K +69 +2%
WIM
1020
WealthPlan Investment Management
Nebraska
$321K -$102K -1,485 -25%
OC
1021
Oakworth Capital
Alabama
$321K
PVI
1022
Pine Valley Investments
New Jersey
$320K -$67.5K -978 -18%
PAMG
1023
Patton Albertson Miller Group
Tennessee
$320K -$3.45K -50 -1%
AIM
1024
Athena Investment Management
California
$320K +$47.5K +688 +19%
PP
1025
Paloma Partners
Connecticut
$318K -$335K -4,851 -53%