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Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
1251
Straight Path Wealth Management
Michigan
$794K +$65.6K +500 +8%
Connor, Clark & Lunn Investment Management (CC&L)
1252
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$792K +$65.1K +496 +8%
TFF
1253
The Family Firm
Maryland
$791K +$874K +6,660 New
SIA
1254
Schechter Investment Advisors
Michigan
$789K -$266K -2,026 -23%
RIG
1255
Renaissance Investment Group
Massachusetts
$789K +$6.56K +50 +0.8%
HIM
1256
Hotaling Investment Management
Pennsylvania
$788K -$53.7K -409 -6%
MWA
1257
Meridian Wealth Advisors
Texas
$788K +$124K +942 +17%
MTCM
1258
Mint Tower Capital Management
Netherlands
$786K +$869K +6,618 New
TA
1259
TKG Advisors
Indiana
$785K +$644K +4,908 +289%
VI
1260
Versor Investments
New York
$785K +$867K +6,606 New
NAS
1261
Nicolet Advisory Services
Wisconsin
$782K +$122K +931 +16%
MSFS
1262
Main Street Financial Solutions
Pennsylvania
$781K -$5.91K -45 -0.7%
AIM
1263
Aspen Investment Management
Michigan
$780K +$115K +874 +15%
TAM
1264
Todd Asset Management
Kentucky
$779K +$13.8K +105 +2%
SCM
1265
Silvant Capital Management
Georgia
$776K – – –
JWM
1266
Jeppson Wealth Management
California
$776K +$254K +1,937 +42%
HIA
1267
Harbor Investment Advisory
Maryland
$774K +$12.7K +97 +2%
HHAA
1268
Henry H. Armstrong Associates
Pennsylvania
$773K – – –
NSAM
1269
North Star Asset Management
Wisconsin
$773K +$128K +979 +18%
AWM
1270
Axxcess Wealth Management
California
$772K +$95.7K +729 +13%
CNBTD
1271
Citizens National Bank Trust Department
Mississippi
$771K – – –
CGL
1272
Clarius Group LLC
Washington
$767K +$177K +1,352 +26%
ATC
1273
Adirondack Trust Company
New York
$764K -$10.2K -78 -1%
MAM
1274
Mystic Asset Management
Rhode Island
$764K +$54.9K +418 +7%
WA
1275
Wealth Alliance
New York
$762K -$129K -982 -13%