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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
951
Prestige Wealth Management Group
New Jersey
$562K +$217K +1,073 +66%
BAM
952
Boyar Asset Management
New York
$560K +$28.5K +141 +6%
AFM
953
Abbot Financial Management
Massachusetts
$559K -$80.9K -400 -13%
CSB
954
City State Bank
Iowa
$558K
PCP
955
Proficio Capital Partners
Massachusetts
$558K +$26.3K +130 +5%
PRC
956
Pearl River Capital
Michigan
$557K -$1.81M -8,954 -77%
HH
957
Hilltop Holdings
Texas
$555K -$8.49K -42 -2%
HJIM
958
Henry James International Management
New York
$555K -$40.6K -201 -7%
IBOK
959
Independence Bank of Kentucky
Kentucky
$555K +$47.1K +233 +10%
CI
960
CX Institutional
Indiana
$552K +$16.6K +82 +3%
CSI
961
Cross Staff Investments
New York
$551K
HPC
962
HM Payson & Co
Maine
$551K -$28.3K -140 -5%
EHC
963
Everett Harris & Co
California
$544K
SWM
964
Spire Wealth Management
Virginia
$541K -$82.1K -406 -14%
HI
965
Horizon Investments
North Carolina
$538K +$2.22K +11 +0.4%
RPC
966
Rossmore Private Capital
Connecticut
$533K
SWM
967
SeaCrest Wealth Management
New York
$532K -$3.84K -19 -0.7%
ECG
968
Edge Capital Group
Georgia
$526K -$1.21K -6 -0.2%
IAIM
969
International Assets Investment Management
Florida
$525K +$606 +3 +0.1%
MC
970
Machina Capital
France
$521K -$171K -847 -25%
WP
971
WealthSource Partners
California
$521K -$28.3K -140 -5%
CFFP
972
Center for Financial Planning
Michigan
$520K +$14.4K +71 +3%
FNBT
973
FineMark National Bank & Trust
Florida
$519K -$28.5K -141 -5%
Capstone Investment Advisors
974
Capstone Investment Advisors
New York
$515K -$1.16M -5,732 -70%
VC
975
Vicus Capital
Pennsylvania
$515K +$132K +653 +36%