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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1701
Gladstone Institutional Advisory
Florida
$1.03M +$162K +2,929 +18%
CFA
1702
Cahill Financial Advisors
Minnesota
$1.03M -$112K -2,028 -10%
GPA
1703
Garrison Point Advisors
California
$1.03M -$4.92K -89 -0.5%
FBFS
1704
First Business Financial Services
Wisconsin
$1.03M -$52K -941 -5%
LMAM
1705
Legg Mason Asset Management
Japan
$1.03M
LC
1706
Lourd Capital
California
$1.03M +$153K +2,771 +17%
ACS
1707
Archford Capital Strategies
Illinois
$1.02M -$90.5K -1,639 -8%
SFSIG
1708
San Francisco Sentry Investment Group
California
$1.02M +$54.3K +984 +6%
NEIRG
1709
New England Investment & Retirement Group
Massachusetts
$1.02M +$130K +2,359 +15%
ACM
1710
Allred Capital Management
Texas
$1.01M -$12.8K -231 -1%
RMDI
1711
R.M. Davis Inc
Maine
$1.01M -$49.7K -900 -5%
SLT
1712
St Louis Trust
Missouri
$1M
SG
1713
StoneX Group
New York
$1M +$43.4K +785 +4%
VNA
1714
Valley National Advisers
Pennsylvania
$1M -$7.4K -134 -0.7%
MSFP
1715
Mark Sheptoff Financial Planning
Connecticut
$1M +$295K +5,350 +41%
NCM
1716
Neumann Capital Management
California
$998K -$14.2K -257 -1%
AAM
1717
Augustine Asset Management
Florida
$995K -$6.24K -113 -0.6%
SMFS
1718
Squar Milner Financial Services
California
$994K +$110K +1,989 +12%
RL
1719
Ruffer LLP
United Kingdom
$992K -$279K -5,052 -22%
BCM
1720
Bluefin Capital Management
New York
$991K +$1M +18,110 New
BMO
1721
Beck Mack & Oliver
New York
$985K
KPW
1722
Kore Private Wealth
New York
$982K -$41K -742 -4%
MPAM
1723
Murphy Pohlad Asset Management
Minnesota
$982K
FDS
1724
First Dallas Securities
Texas
$981K -$660K -11,947 -40%
RCS
1725
Retirement Capital Strategies
California
$976K +$173K +3,130 +21%