Name Holding Trade Value Shares
Change
Change in
Stake
LW
1376
Linscomb Wealth
Texas
$772K -$41.6K -1,642 -5%
BCA
1377
Bay Colony Advisors
Massachusetts
$772K -$32.9K -1,299 -4%
FIB
1378
First Interstate Bank
Montana
$768K -$522K -20,632 -40%
PWAM
1379
Private Wealth Asset Management
Iowa
$768K -$239K -9,444 -23%
LWM
1380
LongView Wealth Management
Georgia
$767K +$15.2K +599 +2%
MA
1381
MJP Associates
Connecticut
$756K -$80.1K -3,165 -9%
RIM
1382
Redwood Investment Management
Arizona
$756K -$484K -19,127 -39%
AGP
1383
Autumn Glory Partners
Texas
$755K +$10.1K +397 +1%
VCM
1384
Virtue Capital Management
Tennessee
$753K +$408K +16,114 +111%
GM
1385
GeoWealth Management
Illinois
$753K +$14.7K +582 +2%
ICM
1386
Intrepid Capital Management
Florida
$753K +$58.7K +2,317 +8%
AFCM
1387
Applied Finance Capital Management
Puerto Rico
$753K -$923K -36,467 -55%
RFA
1388
Rollins Financial Advisors
New York
$751K -$90.9K -3,589 -11%
RFA
1389
ROI Financial Advisors
Oregon
$751K +$98.4K +3,888 +15%
FFG
1390
Fortem Financial Group
California
$751K -$118K -4,652 -13%
LBC
1391
Lowe Brockenbrough & Co
Virginia
$750K -$33.2K -1,310 -4%
MWM
1392
Mattern Wealth Management
Kansas
$748K – – –
TT
1393
TI-Trust
Illinois
$748K +$8.33K +329 +1%
BAG
1394
Bridgewealth Advisory Group
California
$746K -$45.4K -1,792 -6%
Financial Engines Advisors
1395
Financial Engines Advisors
California
$745K +$12.6K +497 +2%
ZBNA
1396
Zions Bancorporation, National Association
Utah
$742K +$275K +10,858 +57%
CTFG
1397
Capstone Triton Financial Group
Oklahoma
$740K +$196K +7,737 +35%
UIM
1398
Unified Investment Management
Georgia
$740K +$3.24K +128 +0.4%
FPCG
1399
Forum Private Client Group
Indiana
$738K +$115K +4,557 +18%
GIM
1400
Guardian Investment Management
California
$736K -$101K -4,000 -12%