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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1026
Congress Asset Management
Massachusetts
$207K +$195K +1,722 New
AIM
1027
Avity Investment Management
Connecticut
$207K +$195K +1,725 New
BFM
1028
Boston Financial Management
Massachusetts
$204K +$191K +1,694 New
MCM
1029
Murphy Capital Management
New Jersey
$204K +$192K +1,700 New
AWA
1030
Arete Wealth Advisors
Illinois
$204K +$194K +1,715 New
PFA
1031
Pathway Financial Advisors
Vermont
$203K +$176K +1,560 New
SIC
1032
Shoker Investment Counsel
Ohio
$203K +$191K +1,693 New
MS
1033
Maven Securities
Jersey
$202K -$40.8K -361 -18%
JF
1034
Jump Financial
Illinois
$201K +$189K +1,672 New
SA
1035
Strategic Advisors
New York
$200K +$175K +1,550 New
TFS
1036
TrustCore Financial Services
Tennessee
$192K +$5.65K +50 +3%
HIA
1037
Harbor Investment Advisory
Maryland
$183K +$44K +389 +34%
PA
1038
Perennial Advisors
New York
$182K +$171K +1,514 New
WT
1039
Washington Trust
Rhode Island
$176K -$34.8K -308 -17%
FCA
1040
FinTrust Capital Advisors
South Carolina
$176K +$22.6K +200 +16%
HDIM
1041
Hanson & Doremus Investment Management
Vermont
$175K -$43.4K -384 -21%
APA
1042
American Portfolios Advisors
New York
$168K -$22.1K -196 -12%
SFSIG
1043
San Francisco Sentry Investment Group
California
$167K +$21.5K +190 +16%
RPWA
1044
Regent Peak Wealth Advisors
Georgia
$165K +$155K +1,370 New
VCM
1045
Vigilant Capital Management
Maine
$162K -$70.1K -620 -32%
SBSB
1046
Sullivan, Bruyette, Speros & Blaney
Virginia
$157K
APC
1047
Aspire Private Capital
North Carolina
$153K -$7.23K -64 -5%
CLOS
1048
Compagnie Lombard Odier SCmA
Switzerland
$149K -$5.76K -51 -4%
SBL
1049
Sargent Bickham Lagudis
Colorado
$144K -$5.2K -46 -4%
FWM
1050
Focused Wealth Management
New York
$144K