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Name Holding Trade Value Shares
Change
Change in
Stake
DADC
551
D.A. Davidson & Co
Montana
$388K -$250K -1,193 -37%
PTC
552
Philadelphia Trust Company
Pennsylvania
$388K +$418K +2,000 New
AIM
553
Aquila Investment Management
New York
$388K -$209K -1,000 -33%
HWA
554
Heritage Wealth Advisors
Virginia
$388K – – –
AAI
555
American Assets Inc
California
$388K +$418K +2,000 New
NC
556
nVerses Capital
Florida
$388K +$418K +2,000 New
IAN
557
Integrated Advisors Network
Texas
$381K -$112K -535 -21%
PFG
558
PAX Financial Group
Texas
$381K +$22.4K +107 +6%
BC
559
Burney Company
Virginia
$380K -$3.14K -15 -0.8%
FLPIM
560
F.L. Putnam Investment Management
Massachusetts
$376K -$37.7K -180 -8%
BW
561
Basepoint Wealth
Iowa
$376K -$60.9K -291 -13%
GM
562
GeoWealth Management
Illinois
$372K +$25.9K +124 +7%
QWP
563
Quotient Wealth Partners
Texas
$370K -$150K -719 -27%
CSPIA
564
Cary Street Partners Investment Advisory
Virginia
$368K +$11.9K +57 +3%
WANY
565
Wealthspire Advisors (New York)
New York
$368K -$25.9K -124 -6%
JMFC
566
J.M. Forbes & Co
Massachusetts
$362K – – –
FIM
567
Freedom Investment Management
Connecticut
$362K -$29.9K -143 -7%
IAIM
568
International Assets Investment Management
Florida
$359K +$8.58K +41 +2%
PWM
569
Proathlete Wealth Management
Florida
$357K – – –
RPA
570
Rock Point Advisors
Vermont
$357K – – –
FW
571
FullCircle Wealth
Texas
$356K +$3.35K +16 +0.8%
PP
572
Paloma Partners
Connecticut
$354K +$382K +1,824 New
PGFC
573
Peapack-Gladstone Financial Corp
New Jersey
$349K -$17.2K -82 -4%
MIA
574
MMBG Investment Advisors
Florida
$349K -$136K -650 -27%
ALAM
575
Asahi Life Asset Management
Japan
$349K +$377K +1,800 New