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Name Holding Trade Value Shares
Change
Change in
Stake
WSCM
401
Wellington Shields Capital Management
New York
$429K
KeyBank National Association
402
KeyBank National Association
Ohio
$428K -$62.2K -1,146 -12%
GWM
403
Geneos Wealth Management
Colorado
$426K -$4.07K -75 -0.9%
S
404
SignatureFD
Georgia
$424K +$3.09K +57 +0.7%
Walleye Capital
405
Walleye Capital
New York
$422K +$460K +8,471 New
IA
406
IndexIQ Advisors
New York
$420K +$78.8K +1,453 +21%
PTC
407
Petrus Trust Company
Texas
$420K +$457K +8,423 New
EWA
408
EP Wealth Advisors
California
$418K +$43.4K +800 +11%
COCM
409
Charter Oak Capital Management
New Hampshire
$412K
WIS
410
Wright Investors Service
Connecticut
$411K -$1.57K -29 -0.4%
CWM
411
Congress Wealth Management
Massachusetts
$411K +$447K +8,241 New
NA
412
NewEdge Advisors
Louisiana
$410K +$446K +8,222 New
WA
413
WBH Advisory
Maryland
$408K -$2.55K -47 -0.6%
JIC
414
Johnson Investment Counsel
Ohio
$407K +$19K +350 +4%
OSAM
415
O'Shaughnessy Asset Management
Connecticut
$404K -$15.4K -284 -3%
CW
416
CreativeOne Wealth
Kansas
$390K -$3.58K -66 -0.8%
X
417
Xponance
Pennsylvania
$384K +$11.3K +208 +3%
ACM
418
Alta Capital Management
Utah
$381K -$15.9K -293 -4%
TWC
419
TD Waterhouse Canada
Ontario, Canada
$376K +$407K +7,510 New
BHBT
420
Burke & Herbert Bank & Trust
Virginia
$373K -$760 -14 -0.2%
CA
421
Claro Advisors
Massachusetts
$370K +$1.08K +20 +0.3%
CCP
422
Clough Capital Partners
Massachusetts
$368K
OC
423
Oppenheimer & Co
New York
$367K -$15.4K -284 -4%
MAM
424
Magellan Asset Management
Australia
$367K +$176K +3,246 +79%
SWM
425
Shakespeare Wealth Management
Wisconsin
$366K +$12K +222 +3%