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Name Holding Trade Value Shares
Change
Change in
Stake
TL
726
Tradewinds LLC
North Carolina
$242K +$235K +7,022 New
OPWM
727
Oregon Pacific Wealth Management
Oregon
$242K -$5.69K -170 -2%
RC
728
Rexford Capital
Texas
$241K
GWM
729
GSB Wealth Management
Connecticut
$241K
SHFA
730
SS&H Financial Advisors
Michigan
$241K
NPPM
731
North Point Portfolio Managers
Ohio
$240K
WSCM
732
Wellington Shields Capital Management
New York
$239K -$13.4K -400 -5%
LFAS
733
Level Four Advisory Services
Texas
$239K +$3.38K +101 +1%
GCM
734
Greenland Capital Management
New York
$239K -$603K -17,989 -72%
PWA
735
PCG Wealth Advisors
Kansas
$237K
NS
736
NBC Securities
Alabama
$236K -$44.8K -1,339 -16%
MHC
737
May Hill Capital
Massachusetts
$235K +$229K +6,824 New
NB
738
NBT Bank
New York
$235K
CD
739
Chapin Davis
Maryland
$232K -$23.1K -689 -9%
Lazard Asset Management
740
Lazard Asset Management
New York
$232K -$38K -1,134 -14%
SIA
741
Soltis Investment Advisors
Utah
$232K +$226K +6,733 New
CIC
742
Cutler Investment Counsel
Oregon
$232K +$368 +11 +0.2%
VCM
743
Versant Capital Management
Arizona
$231K +$106K +3,170 +90%
STA
744
Summit Trail Advisors
New York
$230K +$223K +6,671 New
GSWM
745
Greenup Street Wealth Management
Michigan
$230K +$223K +6,670 New
RA
746
RFG Advisory
Alabama
$230K -$3.25K -97 -1%
NPT
747
National Philanthropic Trust
Pennsylvania
$230K +$223K +6,664 New
GIM
748
Goelzer Investment Management
Indiana
$229K +$223K +6,659 New
AIP
749
ARS Investment Partners
New York
$227K +$221K +6,600 New
OIA
750
Optimum Investment Advisors
Illinois
$227K