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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1126
Alta Capital Management
Utah
$826K +$94.4K +500 +15%
FFP
1127
FourThought Financial Partners
Florida
$823K -$10.8K -57 -1%
KP
1128
Keel Point
Alabama
$822K +$122K +644 +20%
FCMT
1129
Founders Capital Management (Texas)
Texas
$820K +$18.3K +97 +3%
MTIM
1130
Marathon Trading Investment Management
Pennsylvania
$820K +$439K +2,322 +146%
PBC
1131
Pavion Blue Capital
California
$819K
CNTOF
1132
Canandaigua National Trust of Florida
New York
$819K +$296K +1,569 +67%
MWA
1133
Moser Wealth Advisors
Washington
$816K -$46.1K -244 -6%
NB
1134
Nicolet Bankshares
Wisconsin
$816K -$7.74K -41 -1%
QCM
1135
Qsemble Capital Management
New York
$814K +$295K +1,560 +67%
WCM
1136
Weik Capital Management
Pennsylvania
$813K -$61.4K -325 -8%
CI Investments Inc
1137
CI Investments Inc
Ontario, Canada
$812K +$150K +794 +26%
RCA
1138
Resonant Capital Advisors
Wisconsin
$807K +$147K +779 +25%
NWM
1139
Northcape Wealth Management
New York
$806K +$69.7K +369 +11%
RMDI
1140
R.M. Davis Inc
Maine
$806K -$48.7K -258 -6%
OBWG
1141
Onyx Bridge Wealth Group
New York
$805K -$62.3K -330 -8%
RIA
1142
Regal Investment Advisors
Michigan
$804K +$29.7K +157 +4%
CF
1143
Clarity Financial
Texas
$800K -$4.91K -26 -0.7%
AWM
1144
AllSquare Wealth Management
New York
$799K +$56.5K +299 +9%
LWCFA
1145
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$799K
GCIA
1146
Gabelli & Co Investment Advisers
New York
$796K
SWM
1147
SeaCrest Wealth Management
New York
$794K +$39.7K +210 +6%
4A
1148
4Wealth Advisors
Illinois
$792K -$450K -2,381 -39%
PWP
1149
Private Wealth Partners
California
$791K
AF
1150
Apexium Financial
Texas
$789K +$13.4K +71 +2%