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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1001
AUA Capital Management
Pennsylvania
$330K -$63.7K -455 -16%
ACM
1002
Alethea Capital Management
Washington
$327K
GL
1003
Graypoint LLC
New York
$326K +$73.6K +526 +27%
MA
1004
MONECO Advisors
Connecticut
$325K -$1.4K -10 -0.4%
AG
1005
Appleton Group
Wisconsin
$324K
NGA
1006
Naples Global Advisors
Florida
$324K
FWTB
1007
First Western Trust Bank
Colorado
$323K
WIA
1008
Westbourne Investment Advisors
Maryland
$323K +$21K +150 +7%
TSWM
1009
Tyler-Stone Wealth Management
Ohio
$321K
SB
1010
Strategic Blueprint
Georgia
$321K +$33.3K +238 +11%
WBC
1011
West Branch Capital
Massachusetts
$320K -$7K -50 -2%
CT
1012
Columbia Trust
Oregon
$320K
HC
1013
Hourglass Capital
Texas
$320K
SMH
1014
Sanders Morris Harris
Texas
$320K
CAM
1015
Cozad Asset Management
Illinois
$319K -$86.6K -619 -21%
WIM
1016
Wilen Investment Management
Florida
$319K -$14K -100 -4%
Fisher Asset Management
1017
Fisher Asset Management
Washington
$316K -$133K -950 -29%
SVWAG
1018
Sound View Wealth Advisors Group
Georgia
$314K -$6.86K -49 -2%
FFA
1019
First Foundation Advisors
California
$314K +$72.2K +516 +28%
AGP
1020
Autumn Glory Partners
Texas
$313K +$328K +2,345 New
Nomura Holdings
1021
Nomura Holdings
Japan
$313K +$328K +2,346 New
WW
1022
Westshore Wealth
California
$312K -$14K -100 -4%
FB
1023
First Bancorp
Maine
$312K
WAM
1024
Wakefield Asset Management
Colorado
$309K -$4.48K -32 -1%
GG
1025
Gofen & Glossberg
Illinois
$309K +$1.4K +10 +0.4%