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Name Holding Trade Value Shares
Change
Change in
Stake
DDC
1226
DF Dent & Co
Maryland
$224K +$218K +1,424 New
SFP
1227
Shepherd Financial Partners
Massachusetts
$223K +$218K +1,420 New
GCP
1228
GSA Capital Partners
United Kingdom
$222K +$217K +1,414 New
IPW
1229
Invictus Private Wealth
Colorado
$220K +$215K +1,400 New
VI
1230
Versor Investments
New York
$220K +$215K +1,400 New
JWWM
1231
Johnson & White Wealth Management
Pennsylvania
$219K +$203K +1,324 New
ICG
1232
InterOcean Capital Group
Tennessee
$219K +$214K +1,394 New
DWA
1233
Douglass Winthrop Advisors
New York
$218K +$213K +1,388 New
OC
1234
Oakworth Capital
Alabama
$217K
LCM
1235
Logan Capital Management
Pennsylvania
$217K
AIM
1236
Athena Investment Management
California
$215K +$210K +1,368 New
FOA
1237
Five Oceans Advisors
California
$214K +$209K +1,366 New
SSW
1238
Stone Summit Wealth
Florida
$214K +$209K +1,361 New
PA
1239
Probity Advisors
Texas
$213K -$33.7K -220 -14%
FCM
1240
Fourpath Capital Management
Oklahoma
$212K +$207K +1,352 New
WPP
1241
Whalerock Point Partners
Rhode Island
$212K +$207K +1,350 New
CSS
1242
Cubist Systematic Strategies
Connecticut
$210K -$1.21M -7,922 -86%
SOW
1243
State of Wyoming
Wyoming
$210K +$205K +1,338 New
MHS
1244
M Holdings Securities
Oregon
$209K +$204K +1,330 New
CIAS
1245
Capital Investment Advisory Services
North Carolina
$209K +$204K +1,331 New
KMWM
1246
Keudell/Morrison Wealth Management
Oregon
$209K +$204K +1,329 New
WIM
1247
WealthPlan Investment Management
Nebraska
$208K +$183K +1,194 New
MMPW
1248
Mitchell McLeod Pugh & Williams
Alabama
$207K +$203K +1,322 New
SIA
1249
SkyView Investment Advisors
New Jersey
$207K +$202K +1,318 New
FCA
1250
FinTrust Capital Advisors
South Carolina
$207K -$25.3K -165 -11%