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Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
1551
Lake Street Private Wealth
Illinois
$720K -$395 -4 -0%
HIC
1552
Hartline Investment Corp
Illinois
$719K -$275K -2,778 -22%
FC
1553
FORA Capital
Florida
$718K -$5.68M -57,480 -85%
North Star Asset Management
1554
North Star Asset Management
Wisconsin
$718K -$605K -6,124 -38%
VFM
1555
Vivid Financial Management
California
$718K +$11.6K +117 +1%
EMG
1556
Ellington Management Group
Connecticut
$717K +$978K +9,900 New
DLCIG
1557
D.L. Carlson Investment Group
New Hampshire
$716K -$1.07M -10,814 -52%
FSA
1558
Financial Sense Advisors
California
$713K +$257K +2,602 +36%
LSA
1559
L & S Advisors
California
$712K -$3.89M -39,406 -80%
IDBONY
1560
Israel Discount Bank of New York
New York
$711K +$75.7K +766 +8%
FSA
1561
Franklin Street Advisors
North Carolina
$709K -$7.75M -78,460 -89%
VC
1562
Vicus Capital
Pennsylvania
$709K -$286K -2,893 -23%
WPP
1563
Whalerock Point Partners
Rhode Island
$709K -$117K -1,186 -11%
MWM
1564
Madison Wealth Management
Ohio
$709K -$88.9K -900 -8%
Kovitz Investment Group Partners
1565
Kovitz Investment Group Partners
Illinois
$708K -$75.5K -764 -7%
ACA
1566
Ackerman Capital Advisors
Texas
$708K -$60K -607 -6%
SC
1567
Sawyer & Company
Massachusetts
$708K +$129K +1,310 +15%
BPM
1568
Bowling Portfolio Management
Ohio
$707K -$110K -1,110 -10%
AF
1569
Aldebaran Financial
$707K +$23.8K +241 +3%
EWF
1570
Epstein & White Financial
California
$707K +$45.8K +463 +5%
WWM
1571
Windsor Wealth Management
Indiana
$705K -$101K -1,018 -9%
BAS
1572
Brown Advisory Securities
Maryland
$704K -$372K -3,765 -30%
NB
1573
Northwest Bancshares
Pennsylvania
$702K -$118K -1,193 -11%
Robertson Stephens Wealth Management
1574
Robertson Stephens Wealth Management
California
$702K +$422K +4,269 +79%
Merit Financial Group
1575
Merit Financial Group
Georgia
$700K +$50.3K +509 +6%