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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
776
Forum Financial Management
Illinois
$213K +$188K +3,269 New
SP
777
Successful Portfolios
Florida
$213K +$188K +3,265 New
PAMG
778
Patton Albertson Miller Group
Tennessee
$213K +$188K +3,264 New
CFP
779
Cascade Financial Partners
California
$212K -$43.2K -750 -18%
CIBC Private Wealth Group
780
CIBC Private Wealth Group
Georgia
$210K +$28.9K +502 +18%
CCFCSB
781
Cape Cod Five Cents Savings Bank
Massachusetts
$208K +$184K +3,200 New
DIM
782
DLK Investment Management
California
$208K +$184K +3,200 New
EFS
783
Essex Financial Services
Connecticut
$208K +$189K +3,283 New
IC
784
Inscription Capital
Texas
$208K +$184K +3,192 New
GWAG
785
Garrett Wealth Advisory Group
Texas
$206K +$182K +3,159 New
I2I
786
Insight 2811 Inc
Illinois
$205K +$181K +3,150 New
CCM
787
Chilton Capital Management
Texas
$205K – – –
MNBTD
788
Moody National Bank Trust Division
Texas
$204K +$181K +3,136 New
SMC
789
Smith, Moore & Co
Missouri
$204K +$180K +3,127 New
PVI
790
Pine Valley Investments
New Jersey
$203K +$180K +3,120 New
CM
791
Columbus Macro
Pennsylvania
$203K +$178K +3,086 New
AIA
792
Alera Investment Advisors
Illinois
$202K +$178K +3,096 New
FIM
793
Fruth Investment Management
Texas
$200K +$177K +3,081 New
PTC
794
Private Trust Company
Ohio
$199K -$16.6K -288 -9%
QC
795
Quent Capital
New York
$196K +$16.2K +282 +10%
AF
796
Advisornet Financial
Minnesota
$195K +$2.02K +35 +1%
LFG
797
Larson Financial Group
Missouri
$194K +$22.5K +391 +15%
WIM
798
Westside Investment Management
California
$183K +$58 +1 +0%
MIM
799
Meridiem Investment Management
United Kingdom
$182K – – –
A
800
Allianz
Germany
$176K – – –