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Name Holding Trade Value Shares
Change
Change in
Stake
Waverly Advisors
1201
Waverly Advisors
Alabama
$556K +$57.4K +345 +11%
SP
1202
SIH Partners
Delaware
$555K +$561K +3,372 New
Becker Capital Management
1203
Becker Capital Management
Oregon
$554K +$9.15K +55 +2%
NC
1204
Napatree Capital
Rhode Island
$554K +$39.7K +239 +8%
LGT Fund Management
1205
LGT Fund Management
Liechtenstein
$550K +$116K +700 +27%
MSWA
1206
Marshall & Sterling Wealth Advisors
New York
$548K +$61.2K +368 +12%
WSCM
1207
Wellington Shields Capital Management
New York
$543K -$722K -4,340 -57%
UPS
1208
UHLMANN PRICE SECURITIES
Illinois
$543K -$33.3K -200 -6%
CCA
1209
Checchi Capital Advisers
California
$541K +$27.3K +164 +5%
SFO
1210
Stokes Family Office
Louisiana
$540K +$7.98K +48 +1%
WCM
1211
Weaver Capital Management
Georgia
$539K +$8.15K +49 +2%
EAM
1212
Empirical Asset Management
Massachusetts
$539K +$189K +1,139 +53%
MW
1213
MBL Wealth
North Carolina
$538K -$10.8K -65 -2%
AWA
1214
Aaron Wealth Advisors
Illinois
$537K -$63.7K -383 -11%
HKIM
1215
Hayek Kallen Investment Management
Alabama
$537K -$745K -4,478 -58%
IA
1216
Integrity Alliance
Iowa
$536K +$542K +3,258 New
FWM
1217
Forza Wealth Management
Florida
$532K -$16.3K -98 -3%
Sigma Planning Corp
1218
Sigma Planning Corp
Michigan
$531K -$23.6K -142 -4%
QPWM
1219
Quadrant Private Wealth Management
Pennsylvania
$530K -$93.1K -560 -15%
RC
1220
Roundview Capital
New Jersey
$524K -$12.6K -76 -2%
SBIA
1221
Sheaff Brock Investment Advisors
Indiana
$523K – – –
Quotient Wealth Partners
1222
Quotient Wealth Partners
Texas
$521K +$12K +72 +2%
HWMO
1223
Heritage Wealth Management (Ohio)
Ohio
$521K -$66.5K -400 -11%
Exencial Wealth Advisors
1224
Exencial Wealth Advisors
Oklahoma
$513K +$111K +667 +27%
Bellevue Group
1225
Bellevue Group
Switzerland
$513K -$1.11M -6,665 -68%