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Name Holding Trade Value Shares
Change
Change in
Stake
IC
701
InterOcean Capital
Illinois
$240K – – –
TCM
702
Traynor Capital Management
Pennsylvania
$240K – – –
AWM
703
AE Wealth Management
Kansas
$240K +$2.39K +12 +1%
BP
704
Ballentine Partners
Massachusetts
$239K -$398 -2 -0.2%
FPFS
705
First Personal Financial Services
North Carolina
$237K +$32K +161 +16%
PWM
706
Paulson Wealth Management
Illinois
$235K +$231K +1,159 New
PGFC
707
Peapack-Gladstone Financial Corp
New Jersey
$235K +$3.38K +17 +1%
FPCP
708
Fort Point Capital Partners
California
$228K +$224K +1,123 New
SPIA
709
Steward Partners Investment Advisory
New York
$226K +$25.3K +127 +13%
TI
710
Telemetry Investments
New York
$223K -$19.9K -100 -8%
QAM
711
Quantres Asset Management
Cayman Islands
$223K +$219K +1,100 New
MA
712
MUFG Americas
New York
$222K -$1.99K -10 -0.9%
FAAS
713
First Allied Advisory Services
California
$219K -$796 -4 -0.4%
OWP
714
Obermeyer Wealth Partners
Colorado
$219K +$214K +1,077 New
FMWA
715
Forvis Mazars Wealth Advisors
Missouri
$218K -$29.7K -149 -12%
MIM
716
Marco Investment Management
Georgia
$218K – – –
PL
717
Parkwood LLC
Ohio
$215K -$131K -658 -38%
BB
718
Bell Bank
North Dakota
$213K -$71.3K -358 -25%
AA
719
Ancora Advisors
Ohio
$213K +$209K +1,050 New
BRC
720
Bell Rock Capital
Delaware
$211K – – –
GIA
721
Granite Investment Advisors
New Hampshire
$203K -$99.5K -500 -33%
CRM
722
Cramer Rosenthal McGlynn
Connecticut
$203K – – –
CC
723
Cadinha & Co
Hawaii
$203K +$199K +1,000 New
DIA
724
Denver Investment Advisors
Colorado
$203K +$199K +1,000 New
OC
725
Oarsman Capital
Wisconsin
$203K +$199K +1,000 New