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Name Holding Trade Value Shares
Change
Change in
Stake
MMG
1001
Monetary Management Group
Missouri
$347K – – –
ZWJ Investment Counsel
1002
ZWJ Investment Counsel
Georgia
$347K +$1.46K +26 +0.4%
SC
1003
SRB Corp
Massachusetts
$347K +$356K +6,323 New
CBA
1004
Coastal Bridge Advisors
Connecticut
$346K +$1.07K +19 +0.3%
AS
1005
AM Squared
Hong Kong
$345K +$169K +3,000 +91%
PCM
1006
Parsons Capital Management
Rhode Island
$345K -$506 -9 -0.1%
Marex Group
1007
Marex Group
$344K +$353K +6,268 New
TFM
1008
TFC Financial Management
Massachusetts
$343K +$11K +196 +3%
ZIG
1009
Zullo Investment Group
Pennsylvania
$343K +$8.55K +152 +2%
IWA
1010
Intercontinental Wealth Advisors
Texas
$343K -$113 -2 -0%
Choreo LLC
1011
Choreo LLC
Illinois
$342K +$351K +6,238 New
ESB
1012
Essex Savings Bank
Connecticut
$340K – – –
CWM
1013
Chesapeake Wealth Management
Virginia
$340K – – –
Quantbot Technologies
1014
Quantbot Technologies
New York
$340K +$349K +6,195 New
CIS
1015
Connors Investor Services
Pennsylvania
$339K +$348K +6,190 New
PTC
1016
Petrus Trust Company
Texas
$339K +$348K +6,183 New
Western Wealth Management
1017
Western Wealth Management
Colorado
$336K +$345K +6,134 New
CIA
1018
Cladis Investment Advisory
Montana
$336K -$7.03K -125 -2%
VCP
1019
Verus Capital Partners
Arizona
$336K +$45.4K +807 +15%
SRC
1020
Shufro Rose & Co
New York
$334K – – –
SOAMC
1021
Spirit of America Management Corp
New York
$333K -$56.3K -1,000 -14%
SFG
1022
Summit Financial Group
West Virginia
$333K – – –
TCA
1023
Transcend Capital Advisors
New Jersey
$331K +$4.95K +88 +1%
Ballentine Partners
1024
Ballentine Partners
Massachusetts
$331K +$13.7K +243 +4%
SIC
1025
SFE Investment Counsel
California
$331K – – –