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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
876
Dorchester Wealth Management
Quebec, Canada
$272K
MFIM
877
Mesirow Financial Investment Management
Illinois
$271K -$5.15K -133 -2%
AAB
878
ABN AMRO Bank
Netherlands
$271K
PTC
879
Private Trust Company
Ohio
$271K -$1.82K -47 -0.8%
WC
880
Whitney & Co
New York
$270K
JHCP
881
Jackson Hole Capital Partners
Oklahoma
$267K
PB
882
Pinnacle Bancorp
Nebraska
$267K -$2.6K -67 -1%
P
883
Pitcairn
Pennsylvania
$266K -$384K -9,904 -63%
CA
884
Carson Advisory
Georgia
$265K +$227K +5,851 New
LFA
885
Lauterbach Financial Advisors
Texas
$264K +$698 +18 +0.3%
NEI
886
Northwest & Ethical Investments
Ontario, Canada
$263K +$225K +5,800 New
HFM
887
Harvest Fund Management
China
$263K -$37.2K -960 -14%
MA
888
MCF Advisors
Kentucky
$262K +$620 +16 +0.3%
MWM
889
Mission Wealth Management
California
$262K +$224K +5,776 New
KFC
890
Klingenstein Fields & Co
New York
$261K
LSAG
891
Lake Street Advisors Group
New Hampshire
$261K +$223K +5,757 New
HKAM
892
Horizon Kinetics Asset Management
New York
$261K -$62K -1,600 -22%
ATPW
893
Ashton Thomas Private Wealth
Arizona
$260K -$14K -360 -6%
RCA
894
Resonant Capital Advisors
Wisconsin
$258K +$221K +5,691 New
HIC
895
Holderness Investments Company
North Carolina
$257K +$219K +5,662 New
LF
896
Lantz Financial
Illinois
$255K +$218K +5,618 New
FI
897
Fractal Investments
Connecticut
$254K +$217K +5,600 New
QCG
898
Quadrant Capital Group
Ohio
$253K +$37.1K +958 +21%
JGUA
899
John G. Ullman & Associates
New York
$252K +$215K +5,550 New
SIC
900
Salem Investment Counselors
North Carolina
$251K -$97.8K -2,525 -31%