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Name Holding Trade Value Shares
Change
Change in
Stake
FB
726
Fulton Bank
Pennsylvania
$221K -$125K -1,606 -38%
FFM
727
Forum Financial Management
Illinois
$221K +$205K +2,639 New
Boston Partners
728
Boston Partners
Massachusetts
$220K +$219K +2,827 New
PTC
729
Private Trust Company
Ohio
$220K -$40.6K -524 -17%
WANY
730
Wealthspire Advisors (New York)
New York
$220K -$16K -206 -7%
MWS
731
MFA Wealth Services
California
$218K +$202K +2,601 New
NP
732
NorthRock Partners
Minnesota
$218K +$202K +2,600 New
PPC
733
Park Place Capital
Alabama
$215K -$35.7K -460 -15%
SCA
734
Snowden Capital Advisors
New York
$214K +$198K +2,554 New
PFGIA
735
Patriot Financial Group Insurance Agency
Massachusetts
$214K -$118K -1,518 -37%
NW
736
Naviter Wealth
Arkansas
$214K +$198K +2,548 New
CGL
737
Clarius Group LLC
Washington
$214K +$198K +2,547 New
MCC
738
Money Concepts Capital
Florida
$213K +$197K +2,542 New
GAM
739
Groupama Asset Management
France
$213K +$141K +1,820 New
SAM
740
Synergy Asset Management
Washington
$212K
BCM
741
Brookstone Capital Management
Illinois
$210K +$195K +2,509 New
USGIU
742
U.S. Global Investors (USGI)
Texas
$210K
PA
743
Procyon Advisors
Connecticut
$208K +$193K +2,483 New
FFP
744
Freedom Financial Partners
Minnesota
$206K +$191K +2,457 New
AI
745
Accredited Investors
Minnesota
$205K +$189K +2,442 New
WC
746
Wexford Capital
Florida
$205K -$157K -2,025 -45%
IAS
747
Integrity Advisory Solutions
Texas
$204K +$188K +2,426 New
M1FG
748
Mach-1 Financial Group
Arkansas
$204K +$188K +2,426 New
FWA
749
FSM Wealth Advisors
Ohio
$203K +$188K +2,420 New
JIC
750
Johnson Investment Counsel
Ohio
$202K +$187K +2,410 New