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Name Holding Trade Value Shares
Change
Change in
Stake
FC
801
Ferris Capital
Massachusetts
$243K +$218K +5,950 New
GJIC
802
Gamble Jones Investment Counsel
California
$240K +$215K +5,879 New
CGL
803
Clarius Group LLC
Washington
$240K +$216K +5,889 New
Avantax Planning Partners
804
Avantax Planning Partners
Iowa
$239K +$215K +5,871 New
AGM
805
Alpine Global Management
New York
$238K +$213K +5,832 New
ARMC
806
American Research & Management Company
Massachusetts
$236K – – –
FAM
807
Formidable Asset Management
Ohio
$236K +$202K +5,522 New
LCS
808
Levin Capital Strategies
New York
$235K -$48.8K -1,333 -19%
WFM
809
Wolff Financial Management
Michigan
$234K +$210K +5,729 New
FPS
810
Fieldpoint Private Securities
Connecticut
$234K +$210K +5,749 New
SG Americas Securities
811
SG Americas Securities
New York
$233K -$1.32M -35,954 -86%
Chicago Partners Investment Group
812
Chicago Partners Investment Group
Illinois
$233K +$194K +5,292 New
PGIM
813
Pacific Global Investment Management
California
$232K -$589K -16,099 -74%
RWB
814
RMR Wealth Builders
New Jersey
$232K +$209K +5,696 New
HR
815
Hayden Royal
North Carolina
$231K +$208K +5,669 New
PWMG
816
Prestige Wealth Management Group
New Jersey
$231K +$204K +5,571 +5,743%
ACP
817
Ashfield Capital Partners
California
$230K +$206K +5,641 New
SCM
818
Sterneck Capital Management
Missouri
$228K +$205K +5,598 New
Stock Yards Bank & Trust
819
Stock Yards Bank & Trust
Kentucky
$227K -$126K -3,444 -38%
CT
820
Chicago Trust
Illinois
$227K +$204K +5,562 New
BCM
821
BTR Capital Management
California
$227K +$204K +5,565 New
P
822
Pitcairn
Pennsylvania
$227K +$204K +5,570 New
WDL
823
Well Done LLC
Michigan
$226K +$203K +5,544 New
SignatureFD
824
SignatureFD
Georgia
$221K -$27K -738 -12%
FTC
825
Farmers Trust Company
Ohio
$220K +$198K +5,405 New