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Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
876
Paragon Capital Management (Colorado)
Colorado
$316K -$5.53K -26 -2%
LB
877
Legacy Bridge
Iowa
$315K – – –
HI
878
Harbour Investments
Wisconsin
$314K – – –
HIA
879
Harbor Investment Advisory
Maryland
$311K – – –
IWA
880
Intercontinental Wealth Advisors
Texas
$311K +$33K +155 +11%
RIA
881
Regal Investment Advisors
Michigan
$308K +$1.92K +9 +0.6%
EP
882
Edgestream Partners
New Jersey
$306K -$1.84M -8,666 -85%
CA
883
CapWealth Advisors
Tennessee
$306K – – –
GF
884
Gabelli Funds
New York
$306K – – –
ACM
885
Alethea Capital Management
Washington
$305K – – –
LSPW
886
Lake Street Private Wealth
Illinois
$303K +$317K +1,491 New
FPB
887
First PREMIER Bank
South Dakota
$300K – – –
Qube Research & Technologies (QRT)
888
Qube Research & Technologies (QRT)
United Kingdom
$300K +$314K +1,475 New
MA
889
MUFG Americas
New York
$298K +$10.6K +50 +4%
PFBT
890
Parkside Financial Bank & Trust
Missouri
$296K -$1.28K -6 -0.4%
MTC
891
McDaniel Terry & Co
Texas
$296K – – –
SWA
892
Sutton Wealth Advisors
Florida
$293K – – –
WS
893
Wela Strategies
Georgia
$293K +$19.6K +92 +7%
CAMG
894
CWA Asset Management Group
Florida
$293K +$38.9K +183 +15%
PFS
895
Prospera Financial Services
Texas
$292K +$1.49K +7 +0.5%
FCI
896
Financial Counselors Inc
Kansas
$290K -$17K -80 -5%
SWP
897
Stratos Wealth Partners
Ohio
$290K -$10.6K -50 -3%
FHA
898
Flagship Harbor Advisors
Massachusetts
$290K +$426 +2 +0.1%
TA
899
Tectonic Advisors
Texas
$290K +$34.3K +161 +13%
GHA
900
GW Henssler & Associates
Georgia
$289K -$5.74K -27 -2%