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Name Holding Trade Value Shares
Change
Change in
Stake
CF
2401
Convergence Financial
Missouri
$319K -$162K -825 -36%
NWA
2402
New World Advisors
Massachusetts
$319K +$1.96K +10 +0.7%
BOM
2403
Bank of Marin
California
$319K -$5.1K -26 -2%
TFIPS
2404
Towarzystwo Funduszy Inwestycyjnych PZU SA
$318K +$21.6K +110 +8%
FMTCOCP
2405
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$318K
SPW
2406
Sonoma Private Wealth
California
$318K -$17.1K -87 -6%
PWA
2407
Primoris Wealth Advisors
Florida
$318K
SNB
2408
Security National Bank
Nebraska
$317K
AA
2409
Apriem Advisors
California
$316K
AT
2410
Arlington Trust
Alabama
$316K
ACM
2411
Ashford Capital Management
Delaware
$315K
SP
2412
Stonebrook Private
Michigan
$315K -$33.9K -173 -11%
CH
2413
Canton Hathaway
Rhode Island
$314K
AFM
2414
Abbot Financial Management
Massachusetts
$314K -$19.6K -100 -7%
TAM
2415
Townsend Asset Management
North Carolina
$312K +$588 +3 +0.2%
Loomis, Sayles & Company
2416
Loomis, Sayles & Company
Massachusetts
$312K +$18.2K +93 +7%
FFA
2417
Florida Financial Advisors
Florida
$311K +$17.3K +88 +6%
SLC
2418
Second Line Capital
Louisiana
$311K
MSR
2419
Main Street Research
Connecticut
$310K +$5.1K +26 +2%
NCM
2420
Noesis Capital Mangement
Florida
$310K +$11.6K +59 +4%
GWM
2421
GoalFusion Wealth Management
Texas
$310K
SSG
2422
Summit Securities Group
New York
$310K +$275K +1,400 New
BFM
2423
Boothbay Fund Management
New York
$310K -$303K -1,543 -52%
FRM
2424
Foundation Resource Management
Arkansas
$309K
CCA
2425
Catalyst Capital Advisors
New York
$309K +$274K +1,398 New