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Name Holding Trade Value Shares
Change
Change in
Stake
ST
601
Spinnaker Trust
Maine
$407K – – –
HCM
602
Huber Capital Management
California
$405K – – –
SFI
603
Siemens Fonds Invest
Germany
$404K -$16.5K -516 -4%
PWS
604
Precision Wealth Strategies
Missouri
$404K +$106K +3,317 +33%
RWM
605
Ritholtz Wealth Management
New York
$402K +$127K +3,978 +43%
CIA
606
Capital Investment Advisors
Georgia
$399K +$671 +21 +0.2%
WS
607
Wedbush Securities
California
$398K -$14.9K -465 -3%
WI
608
Wedgewood Investors
Pennsylvania
$397K -$12.5K -390 -3%
ESCM
609
Echo Street Capital Management
New York
$395K -$385K -12,060 -48%
SIM
610
Sentry Investment Management
Wisconsin
$393K -$54.3K -1,699 -12%
PA
611
Parallel Advisors
California
$393K +$51.2K +1,601 +14%
PFO
612
Pathstone Family Office
New Jersey
$393K +$66.9K +2,094 +19%
STC
613
Sarah T. Connolly
$385K – – –
HFA
614
Hoover Financial Advisors
Pennsylvania
$380K – – –
CCFM
615
Clear Creek Financial Management
Washington
$378K +$400K +12,517 New
BRWA
616
B. Riley Wealth Advisors
Florida
$377K +$21.7K +678 +6%
CCM
617
Chilton Capital Management
Texas
$372K – – –
EWM
618
EPG Wealth Management
Georgia
$372K +$78.2K +2,446 +25%
SCA
619
SMH Capital Advisors
Texas
$370K +$799 +25 +0.2%
CANY
620
Caxton Associates (New York)
New York
$370K +$391K +12,243 New
AAS
621
Avantax Advisory Services
Texas
$369K +$28.6K +896 +8%
BOTW
622
Bank of the West
California
$367K -$1.28K -40 -0.3%
CG
623
Cutler Group
California
$365K +$387K +12,098 New
FLPIM
624
F.L. Putnam Investment Management
Massachusetts
$365K +$387K +12,101 New
IC
625
IEQ Capital
California
$363K +$25.7K +805 +7%