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Name Holding Trade Value Shares
Change
Change in
Stake
FB
926
First Bancorp
Maine
$376K +$350K +2,718 New
1W
927
1776 Wealth
Georgia
$370K -$11.6K -90 -3%
ESB
928
Essex Savings Bank
Connecticut
$369K +$3.87K +30 +1%
BWM
929
BigSur Wealth Management
Florida
$365K
KCM
930
Kornitzer Capital Management
Kansas
$364K
HI
931
Horizon Investments
North Carolina
$364K +$340K +2,635 New
CC
932
Courier Capital
New York
$360K -$6.45K -50 -2%
WIM
933
Wilen Investment Management
Florida
$359K -$12.9K -100 -4%
AG
934
Appleton Group
Wisconsin
$358K
IC
935
IEQ Capital
California
$357K +$332K +2,579 New
SIM
936
Sonora Investment Management
Arizona
$356K +$27.1K +210 +9%
TNB
937
Thomasville National Bank
Georgia
$355K -$24.9K -193 -4%
KA
938
Kovack Advisors
Florida
$354K +$330K +2,558 New
RCM
939
RB Capital Management
Nevada
$353K -$5.41K -42 -2%
MGIA
940
Moneta Group Investment Advisors
Missouri
$353K +$42.7K +331 +15%
SS
941
Simplicity Solutions
Minnesota
$352K -$1.39M -10,751 -81%
Cohen & Steers
942
Cohen & Steers
New York
$352K -$16.4K -127 -5%
SWA
943
Stratos Wealth Advisors
Ohio
$349K +$64.6K +501 +25%
LB
944
Leo Brokerage
Texas
$346K -$1.29K -10 -0.4%
BOM
945
Bank of Marin
California
$346K
PCM
946
Prelude Capital Management
New York
$343K -$593K -4,600 -65%
VFA
947
Valeo Financial Advisors
Indiana
$343K +$15.6K +121 +5%
LC
948
Landaas & Company
Wisconsin
$342K +$1.16K +9 +0.4%
GVAG
949
Great Valley Advisor Group
Delaware
$340K -$1.03K -8 -0.3%
BP
950
Ballentine Partners
Massachusetts
$338K +$22.8K +177 +8%