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Name Holding Trade Value Shares
Change
Change in
Stake
TPA
1251
Trivium Point Advisory
Connecticut
$312K +$9.79K +33 +3%
BC
1252
Burleson & Co
California
$311K – – –
SSWM
1253
Sheets Smith Wealth Management
North Carolina
$310K -$1.48K -5 -0.5%
WP
1254
WMS Partners
Maryland
$310K +$76K +256 +33%
LF
1255
Lee Financial
Texas
$309K – – –
CFS
1256
CRA Financial Services
New Jersey
$308K -$13.4K -45 -4%
MCCP
1257
Mission Creek Capital Partners
California
$308K – – –
BFC
1258
Bedel Financial Consulting
Indiana
$308K +$5.34K +18 +2%
HPCM
1259
Hunter Perkins Capital Management
Illinois
$306K – – –
GAG
1260
GM Advisory Group
New York
$303K -$70.9K -239 -19%
PAMP
1261
Polar Asset Management Partners
Ontario, Canada
$302K +$300K +1,011 New
YIH
1262
Y-Intercept (HK)
Hong Kong
$300K -$1.59M -5,367 -84%
TCM
1263
Tradewinds Capital Management
Washington
$300K – – –
FA
1264
Fortis Advisors
Pennsylvania
$300K +$299K +1,007 New
BCM
1265
Bienville Capital Management
New York
$298K – – –
CM
1266
Castleark Management
Illinois
$298K – – –
ESBC
1267
E.S. Barr & Co
Kentucky
$298K – – –
KPCM
1268
Kings Point Capital Management
New York
$298K – – –
OCM
1269
Orchard Capital Management
Illinois
$298K – – –
PCM
1270
Perritt Capital Management
Illinois
$298K – – –
WMC
1271
Westwood Management Corporation
Illinois
$298K – – –
BCA
1272
Bay Colony Advisors
Massachusetts
$298K +$4.15K +14 +1%
PK
1273
Pflug Koory
Nebraska
$296K – – –
CNC
1274
Canandaigua National Corp
New York
$296K +$10.4K +35 +4%
PIA
1275
Perennial Investment Advisors
California
$295K – – –