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Name Holding Trade Value Shares
Change
Change in
Stake
GJIC
801
Gamble Jones Investment Counsel
California
$240K +$215K +5,879 New
CGL
802
Clarius Group LLC
Washington
$240K +$216K +5,889 New
APP
803
Avantax Planning Partners
Iowa
$239K +$215K +5,871 New
AGM
804
Alpine Global Management
New York
$238K +$213K +5,832 New
ARMC
805
American Research & Management Company
Massachusetts
$236K
FAM
806
Formidable Asset Management
Ohio
$236K +$202K +5,522 New
LCS
807
Levin Capital Strategies
New York
$235K -$48.8K -1,333 -19%
WFM
808
Wolff Financial Management
Michigan
$234K +$210K +5,729 New
FPS
809
Fieldpoint Private Securities
Connecticut
$234K +$210K +5,749 New
SG Americas Securities
810
SG Americas Securities
New York
$233K -$1.32M -35,954 -86%
CPIG
811
Chicago Partners Investment Group
Illinois
$233K +$194K +5,292 New
PGIM
812
Pacific Global Investment Management
California
$232K -$589K -16,099 -74%
RWB
813
RMR Wealth Builders
New Jersey
$232K +$209K +5,696 New
HR
814
Hayden Royal
North Carolina
$231K +$208K +5,669 New
PWMG
815
Prestige Wealth Management Group
New Jersey
$231K +$204K +5,571 +5,743%
ACP
816
Ashfield Capital Partners
California
$230K +$206K +5,641 New
SCM
817
Sterneck Capital Management
Missouri
$228K +$205K +5,598 New
SYBT
818
Stock Yards Bank & Trust
Kentucky
$227K -$126K -3,444 -38%
CT
819
Chicago Trust
Illinois
$227K +$204K +5,562 New
BCM
820
BTR Capital Management
California
$227K +$204K +5,565 New
P
821
Pitcairn
Pennsylvania
$227K +$204K +5,570 New
WDL
822
Well Done LLC
Michigan
$226K +$203K +5,544 New
S
823
SignatureFD
Georgia
$221K -$27K -738 -12%
FTC
824
Farmers Trust Company
Ohio
$220K +$198K +5,405 New
SIA
825
Sit Investment Associates
Minnesota
$219K