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Name Holding Trade Value Shares
Change
Change in
Stake
BC
2401
Belmont Capital
California
$320K – – –
SIC
2402
SJS Investment Consulting
Ohio
$320K +$25.1K +128 +10%
CF
2403
Convergence Financial
Missouri
$319K -$162K -825 -36%
NWA
2404
New World Advisors
Massachusetts
$319K +$1.96K +10 +0.7%
BOM
2405
Bank of Marin
California
$319K -$5.1K -26 -2%
TFIPS
2406
Towarzystwo Funduszy Inwestycyjnych PZU SA
$318K +$21.6K +110 +8%
FMTCOCP
2407
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$318K – – –
SPW
2408
Sonoma Private Wealth
California
$318K -$17.1K -87 -6%
PWA
2409
Primoris Wealth Advisors
Florida
$318K – – –
SNB
2410
Security National Bank
Nebraska
$317K – – –
AA
2411
Apriem Advisors
California
$316K – – –
AT
2412
Arlington Trust
Alabama
$316K – – –
ACM
2413
Ashford Capital Management
Delaware
$315K – – –
SP
2414
Stonebrook Private
Michigan
$315K -$33.9K -173 -11%
CH
2415
Canton Hathaway
Rhode Island
$314K – – –
AFM
2416
Abbot Financial Management
Massachusetts
$314K -$19.6K -100 -7%
TAM
2417
Townsend Asset Management
North Carolina
$312K +$588 +3 +0.2%
Loomis, Sayles & Company
2418
Loomis, Sayles & Company
Massachusetts
$312K +$18.2K +93 +7%
FFA
2419
Florida Financial Advisors
Florida
$311K +$17.3K +88 +6%
SLC
2420
Second Line Capital
Louisiana
$311K – – –
MSR
2421
Main Street Research
Connecticut
$310K +$5.1K +26 +2%
NCM
2422
Noesis Capital Mangement
Florida
$310K +$11.6K +59 +4%
GWM
2423
GoalFusion Wealth Management
Texas
$310K – – –
SSG
2424
Summit Securities Group
New York
$310K +$275K +1,400 New
BFM
2425
Boothbay Fund Management
New York
$310K -$303K -1,543 -52%