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Name Holding Trade Value Shares
Change
Change in
Stake
SWK
1451
Stephen W. Kidder
$355K -$17.7K -100 -5%
CCM
1452
Coe Capital Management
Illinois
$352K – – –
TWM
1453
Torch Wealth Management
Ohio
$351K – – –
HPWM
1454
Highland Private Wealth Management
Washington
$350K +$336K +1,897 New
LCM
1455
Lucas Capital Management
New Jersey
$349K +$35.6K +201 +12%
PG
1456
Patten Group
Tennessee
$347K -$26K -147 -7%
WLIM
1457
White Lighthouse Investment Management
Massachusetts
$345K -$13.3K -75 -4%
PCM
1458
Penserra Capital Management
California
$345K +$62.6K +354 +23%
NIA
1459
Northstar Investment Advisors
Colorado
$344K +$69K +390 +26%
VCA
1460
Verdence Capital Advisors
Maryland
$344K +$107K +604 +48%
GRP
1461
Global Retirement Partners
California
$341K +$13.8K +78 +4%
GLI
1462
Guardian Life Insurance
New York
$341K +$31K +175 +10%
CCG
1463
Chatham Capital Group
Georgia
$338K +$16.3K +92 +5%
CCA
1464
Conservest Capital Advisors
Pennsylvania
$337K -$234K -1,325 -42%
BIA
1465
BHK Investment Advisors
Alabama
$337K +$323K +1,828 New
PHS
1466
Pekin Hardy Strauss
Illinois
$336K – – –
AW
1467
Alpha Windward
Massachusetts
$335K -$5.84K -33 -2%
JA
1468
JOYN Advisors
Georgia
$335K +$171K +965 +113%
ABA
1469
American Beacon Advisors
Texas
$334K +$127K +719 +66%
FNT
1470
First Nebraska Trust
Nebraska
$333K – – –
VR
1471
Viridian RIA
Washington
$333K – – –
RGIA
1472
Rainier Group Investment Advisory
Washington
$333K -$396K -2,236 -55%
CG
1473
Cutler Group
California
$329K -$2.38M -13,470 -88%
FAM
1474
Flaharty Asset Management
Florida
$329K -$75.4K -426 -19%
CGA
1475
Crescent Grove Advisors
Illinois
$325K – – –