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Name Holding Trade Value Shares
Change
Change in
Stake
SI
801
Sava Infond
Slovenia
$215K
LAM
802
Lummis Asset Management
Texas
$214K
JIC
803
Joel Isaacson & Co
New York
$213K +$214K +1,727 New
KCM
804
Kathmere Capital Management
Pennsylvania
$213K +$214K +1,727 New
FNBOMD
805
First National Bank of Mount Dora
Florida
$212K -$65K -524 -23%
PFM
806
Patton Fund Management
Texas
$212K +$214K +1,721 New
CA
807
CapWealth Advisors
Tennessee
$212K
CPWA
808
Cerro Pacific Wealth Advisors
California
$212K -$34.4K -277 -14%
IIA
809
Integral Investment Advisors
California
$211K
GCG
810
Gilbert Capital Group
Maine
$210K
SFI
811
Siemens Fonds Invest
Germany
$209K -$2.36K -19 -1%
CCB
812
Country Club Bank
Missouri
$209K
HWMG
813
Hurlow Wealth Management Group
Indiana
$209K -$124 -1 -0.1%
Walleye Trading
814
Walleye Trading
New York
$209K +$210K +1,695 New
VC
815
Veracity Capital
Georgia
$208K +$210K +1,689 New
BAAM
816
Baker Avenue Asset Management
California
$207K +$209K +1,681 New
PCA
817
Pallas Capital Advisors
Massachusetts
$207K -$99.8K -804 -32%
FFM
818
Forum Financial Management
Illinois
$207K +$208K +1,675 New
PAM
819
Pegasus Asset Management
New York
$205K -$745 -6 -0.4%
HAG
820
HighPoint Advisor Group
Illinois
$203K -$26.2K -211 -11%
RCA
821
Resonant Capital Advisors
Wisconsin
$202K +$203K +1,638 New
CS
822
Cannell & Spears
New York
$201K +$203K +1,632 New
JAG
823
Journey Advisory Group
Kentucky
$201K -$44.7K -360 -18%
EFS
824
Essex Financial Services
Connecticut
$201K -$61.8K -498 -23%
HWA
825
Heartwood Wealth Advisors
Virginia
$193K +$194K +1,564 New