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Name Holding Trade Value Shares
Change
Change in
Stake
MFG
951
Magnus Financial Group
New York
$210K +$231K +1,108 New
PFA
952
Pure Financial Advisors
California
$207K -$11.5K -55 -5%
JIP
953
Jaffetilchin Investment Partners
Florida
$207K +$227K +1,090 New
MWM
954
Meridian Wealth Management
Kentucky
$207K +$228K +1,092 New
TCM
955
Telos Capital Management
California
$206K +$226K +1,083 New
IIC
956
Integrated Investment Consultants
Michigan
$206K +$226K +1,084 New
RC
957
Roundview Capital
New Jersey
$205K +$225K +1,077 New
GLI
958
Guardian Life Insurance
New York
$204K +$80.7K +387 +56%
CB
959
Community Bank
New York
$203K +$31.9K +153 +17%
W
960
Wealthquest
Ohio
$203K +$224K +1,074 New
RPC
961
Rossmore Private Capital
Connecticut
$202K +$222K +1,066 New
WANY
962
Wealthspire Advisors (New York)
New York
$200K +$219K +1,052 New
FBT
963
First Bank & Trust
South Dakota
$200K +$220K +1,055 New
SLF
964
Sun Life Financial
Ontario, Canada
$199K +$79.3K +380 +57%
CFGS
965
Concourse Financial Group Securities
Alabama
$199K +$192K +921 +720%
BRC
966
Bell Rock Capital
Delaware
$198K
PHK
967
Point72 Hong Kong
Hong Kong
$198K +$217K +1,041 New
KA
968
Kaizen Advisory
Illinois
$194K +$93.5K +448 +78%
M
969
MOTCO
Texas
$194K +$111K +530 +108%
CRM
970
Cramer Rosenthal McGlynn
Connecticut
$190K
NSIM
971
North Star Investment Management
Illinois
$189K +$85.7K +411 +70%
FHA
972
Flagship Harbor Advisors
Massachusetts
$189K +$105K +502 +101%
UFG
973
United Fire Group
Iowa
$185K +$203K +974 New
FIA
974
FNY Investment Advisers
New York
$181K +$199K +955 New
SIAP
975
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$181K +$199K +955 New