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Name Holding Trade Value Shares
Change
Change in
Stake
CC
1501
Courier Capital
New York
$248K -$218K -1,218 -44%
TIA
1502
Tiemann Investment Advisors
California
$248K -$14.3K -80 -5%
RS
1503
R Squared
Hong Kong
$248K +$272K +1,520 New
FFA
1504
Fairfield Financial Advisors
Massachusetts
$246K
WIC
1505
Woodmont Investment Counsel
Tennessee
$246K +$4.83K +27 +2%
CNBOF
1506
City National Bank of Florida
Florida
$246K +$270K +1,509 New
SIA
1507
Sovereign Investment Advisors
Arizona
$246K +$270K +1,507 New
MA
1508
MJP Associates
Connecticut
$244K +$10.4K +58 +4%
FIA
1509
FNY Investment Advisers
New York
$244K +$268K +1,499 New
AF
1510
Aviso Financial
Ontario, Canada
$244K -$42.9K -240 -14%
BHA
1511
Beech Hill Advisors
New York
$244K
IC
1512
Iconiq Capital
California
$244K +$268K +1,496 New
KCFA
1513
Key Client Fiduciary Advisors
New Jersey
$241K -$3.94K -22 -1%
SW
1514
Simplicity Wealth
New Jersey
$240K -$147K -823 -36%
SCA
1515
Sandy Cove Advisors
Massachusetts
$238K -$32.4K -181 -11%
SSA
1516
South Street Advisors
New York
$237K -$23.3K -130 -8%
LCWP
1517
Legacy Capital Wealth Partners
Arkansas
$237K -$314K -1,755 -55%
PA
1518
Probity Advisors
Texas
$237K -$154K -860 -37%
BCA
1519
Bay Colony Advisors
Massachusetts
$237K +$8.58K +48 +3%
CWM
1520
Cahill Wealth Management
Michigan
$237K +$179 +1 +0.1%
JWCA
1521
J.W. Coons Advisors
Ohio
$237K -$17.9K -100 -6%
KMWM
1522
Keudell/Morrison Wealth Management
Oregon
$236K -$22.4K -125 -8%
ONST
1523
Old North State Trust
North Carolina
$235K -$105K -588 -29%
BHWM
1524
Bar Harbor Wealth Management
New Hampshire
$235K
SIC
1525
Sterling Investment Counsel
New York
$234K