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Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
1176
Malaga Cove Capital
California
$946K – – –
WQ
1177
Wealth Quarterback
New Jersey
$944K -$47.5K -730 -5%
UWM
1178
Urban Wealth Management
California
$944K +$899K +13,828 New
SIM
1179
Sentry Investment Management
Wisconsin
$940K -$4.58M -70,367 -84%
LCM
1180
Logan Capital Management
Pennsylvania
$939K +$484K +7,435 +118%
SGI
1181
Summit Global Investments
Utah
$936K +$205K +3,157 +30%
PCA
1182
Peddock Capital Advisors
Massachusetts
$928K +$195 +3 +0%
TFS
1183
TrustCore Financial Services
Tennessee
$926K +$492K +7,569 +126%
EHC
1184
Everett Harris & Co
California
$921K +$140K +2,160 +19%
CHAM
1185
Clear Harbor Asset Management
Connecticut
$919K +$518K +7,957 +145%
TNBTD
1186
Trustmark National Bank Trust Department
Mississippi
$918K -$115K -1,762 -12%
MSFP
1187
Mark Sheptoff Financial Planning
Connecticut
$917K -$34.7K -533 -4%
NB
1188
Nicolet Bankshares
Wisconsin
$917K -$2.6K -40 -0.3%
HIIFS
1189
Harel Insurance Investments & Financial Services
Israel
$913K +$65.1K +1,001 +25%
GFG
1190
Greystone Financial Group
Michigan
$913K +$814K +12,510 New
DBRC
1191
D.B. Root & Company
Pennsylvania
$910K -$87.4K -1,343 -9%
SCM
1192
Stevens Capital Management
Pennsylvania
$899K -$2.15M -33,052 -72%
BMC
1193
Beaton Management Company
Massachusetts
$898K – – –
AAM
1194
Augustine Asset Management
Florida
$896K -$4.94K -76 -0.6%
TCOO
1195
Trust Company of Oklahoma
Oklahoma
$896K -$236K -3,621 -22%
NIM
1196
Nexus Investment Management
Ontario, Canada
$890K +$852K +13,100 New
FIM
1197
Freedom Investment Management
Connecticut
$889K +$8K +123 +1%
WA
1198
Wealth Alliance
New York
$889K +$45.4K +698 +6%
BOH
1199
Bank of Hawaii
Hawaii
$888K -$258K -3,963 -23%
CAGAS
1200
Capital Advisory Group Advisory Services
Minnesota
$887K -$412K -6,342 -33%
46 47
48
49 50