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Name Holding Trade Value Shares
Change
Change in
Stake
EGM
751
Engineers Gate Manager
New York
$288K -$483K -18,834 -64%
WP
752
WMS Partners
Maryland
$288K -$13.6K -530 -5%
SAM
753
S.A. Mason
Michigan
$286K
AWA
754
Arete Wealth Advisors
Illinois
$284K -$7.38K -288 -3%
VIM
755
VELA Investment Management
Ohio
$281K
DL
756
DOHJ LLC
Washington
$280K -$11.1K -432 -4%
FFA
757
First Foundation Advisors
California
$279K +$13.5K +528 +5%
FNT
758
First National Trust
Pennsylvania
$278K -$35.9K -1,400 -12%
CA
759
Clearstead Advisors
Ohio
$278K +$3.59K +140 +1%
MRCM
760
M&R Capital Management
New Jersey
$277K
SG
761
StoneX Group
New York
$277K +$263K +10,254 New
BAMCO Inc
762
BAMCO Inc
New York
$276K
BWAM
763
Boyd Watterson Asset Management
Ohio
$275K
CW
764
Connectus Wealth
Ohio
$275K
FCMC
765
Founders Capital Management (Connecticut)
Connecticut
$275K
MYIA
766
Mount Yale Investment Advisors
Colorado
$274K +$261K +10,168 New
CFG
767
Citizens Financial Group
Rhode Island
$274K
IIC
768
Ironwood Investment Counsel
Arizona
$274K -$39.5K -1,540 -13%
VFA
769
Valeo Financial Advisors
Indiana
$272K -$151K -5,876 -37%
Kovitz Investment Group Partners
770
Kovitz Investment Group Partners
Illinois
$272K -$209K -8,168 -45%
ACM
771
Ategra Capital Management
Virginia
$271K
PCG
772
Prosperity Consulting Group
Maryland
$271K +$6.51K +254 +3%
NSIM
773
North Star Investment Management
Illinois
$271K
Bank Julius Baer & Co
774
Bank Julius Baer & Co
Switzerland
$270K -$608K -23,714 -70%
FCP
775
Fidelis Capital Partners
Florida
$267K +$250K +9,752 New