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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
226
Johnson Investment Counsel
Ohio
$449K +$95.5K +1,906 +33%
BC
227
Bridgefront Capital
Texas
$441K +$379K +7,565 New
SMF
228
Sterling Manor Financial
New York
$430K +$370K +7,373 New
QCG
229
Quadrant Capital Group
Ohio
$429K -$25.8K -514 -7%
GAMA
230
Graticule Asia Macro Advisors
New York
$415K +$357K +7,118 New
HCM
231
Highlander Capital Management
New Jersey
$412K
SCM
232
Shelton Capital Management
Colorado
$412K
TC
233
Touchstone Capital
Pennsylvania
$392K +$337K +6,723 New
SC
234
Solstein Capital
California
$391K +$152K +3,034 +85%
OIA
235
Optimum Investment Advisors
Illinois
$376K +$149K +2,971 +85%
KAS
236
Kestra Advisory Services
Texas
$376K +$320K +6,389 New
ESB
237
Essex Savings Bank
Connecticut
$373K +$321K +6,407 New
SC
238
Saturna Capital
Washington
$368K
B
239
Bellecapital
Switzerland
$365K
PGA
240
Portland Global Advisors
Maine
$363K
FIM
241
Freedom Investment Management
Connecticut
$359K -$271K -5,402 -47%
BF
242
BOK Financial
Oklahoma
$358K +$3.06K +61 +1%
BCA
243
Bay Colony Advisors
Massachusetts
$333K +$16.7K +334 +6%
VAS
244
Vestmark Advisory Solutions
Massachusetts
$330K -$17.8K -356 -6%
ACI
245
Alpha Cubed Investments
California
$328K +$18.2K +364 +7%
FFC
246
First Financial Corp
Indiana
$327K -$7.07K -141 -2%
USGIU
247
U.S. Global Investors (USGI)
Texas
$327K
TCCM
248
Timber Creek Capital Management
Massachusetts
$326K
D.E. Shaw & Co
249
D.E. Shaw & Co
New York
$324K -$27.2M -543,323 -99%
MWM
250
Mission Wealth Management
California
$318K +$5.11K +102 +2%