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Name Holding Trade Value Shares
Change
Change in
Stake
CANY
1201
Caxton Associates (New York)
New York
$646K -$584K -32,116 -43%
DWT
1202
Dorsey & Whitney Trust
South Dakota
$646K -$227K -12,497 -23%
WA
1203
Wambolt & Associates
Colorado
$644K -$7.73K -425 -1%
IIM
1204
Ipswich Investment Management
Massachusetts
$644K +$13K +714 +2%
MWM
1205
Mattern Wealth Management
Kansas
$644K +$16.8K +924 +2%
EWM
1206
Evercore Wealth Management
New York
$641K -$38.8K -2,133 -5%
SCF
1207
Sante Capital Fund
Texas
$641K +$760K +41,790 New
CT
1208
Clearstead Trust
Maine
$640K +$487K +26,791 +180%
WIM
1209
WealthPlan Investment Management
Nebraska
$640K +$603K +33,149 New
FMTC
1210
Farmers & Merchants Trust Company
California
$639K -$3.06K -168 -0.4%
IWA
1211
Intercontinental Wealth Advisors
Texas
$638K -$45.8K -2,515 -6%
PMG
1212
ProVise Management Group
Florida
$637K +$39.3K +2,162 +5%
FCMT
1213
Founders Capital Management (Texas)
Texas
$637K +$53.2K +2,924 +8%
TNA
1214
True North Advisors
Texas
$636K -$17.2K -943 -2%
FWCM
1215
Ferguson Wellman Capital Management
Oregon
$635K -$97.1K -5,335 -11%
BWM
1216
BCS Wealth Management
Tennessee
$635K +$152K +8,355 +25%
CFO
1217
CVA Family Office
Colorado
$634K +$133K +7,299 +21%
HDIM
1218
Hanson & Doremus Investment Management
Vermont
$633K -$79.1K -4,346 -10%
Los Angeles Capital Management
1219
Los Angeles Capital Management
California
$631K -$17.6M -966,804 -96%
AWM
1220
Alterna Wealth Management
Texas
$631K -$22K -1,211 -3%
CA
1221
Claro Advisors
Massachusetts
$631K
OWA
1222
Octavia Wealth Advisors
Ohio
$629K -$39.8K -2,188 -5%
FCA
1223
FLC Capital Advisors
California
$629K +$191K +10,497 +34%
CWM
1224
C2C Wealth Management
Arizona
$627K -$61.8K -3,394 -8%
FFMBT
1225
First Farmers & Merchants Bank Trust
Tennessee
$627K -$6.82K -375 -0.9%