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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1276
Taurus Asset Management
New York
$464K +$172K +5,100 +65%
PGIM
1277
Pacific Global Investment Management
California
$463K +$27.1K +800 +7%
SWA
1278
Sutton Wealth Advisors
Florida
$462K +$15.6K +460 +4%
GBT
1279
Grove Bank & Trust
Florida
$457K +$19.6K +580 +5%
SAM
1280
SignalPoint Asset Management
Missouri
$447K
TTWM
1281
TCV Trust & Wealth Management
Virginia
$447K +$4.74K +140 +1%
FPFS
1282
First Personal Financial Services
North Carolina
$447K +$345K +10,200 +447%
CRIG
1283
Charter Research & Investment Group
Connecticut
$444K
JFA
1284
JNBA Financial Advisors
Minnesota
$442K
GKWIM
1285
Gerber Kawasaki Wealth & Investment Management
California
$437K -$2.71K -80 -0.6%
AMM
1286
American Money Management
California
$434K +$676 +20 +0.2%
CIP
1287
Convergence Investment Partners
Florida
$432K -$4.02M -118,840 -91%
HK
1288
Horizon Kinetics
New York
$432K -$213K -6,300 -34%
BO
1289
BRR OpCo
Ohio
$430K -$18.3K -540 -4%
CBTWT
1290
Community Bank & Trust (Waco, Texas)
Texas
$429K
NAM
1291
Nichols Asset Management
Massachusetts
$429K
GWS
1292
Glassman Wealth Services
Virginia
$429K +$19.6K +580 +5%
BWM
1293
BerganKDV Wealth Management
Minnesota
$427K -$14.2K -420 -3%
LWM
1294
Lenox Wealth Management
Ohio
$427K +$96.7K +2,860 +31%
CRCP
1295
Copper Rock Capital Partners
Massachusetts
$427K +$403K +11,920 New
LIC
1296
Lodestar Investment Counsel
Illinois
$426K +$64.3K +1,900 +19%
TC
1297
TradeLink Capital
Illinois
$423K +$400K +11,820 New
S
1298
SignatureFD
Georgia
$422K +$79.8K +2,360 +25%
GC
1299
Grimes & Company
Massachusetts
$420K +$114K +3,380 +40%
TYCC
1300
Texas Yale Capital Corp
Florida
$419K +$49.4K +1,460 +14%