Name Holding Trade Value Shares
Change
Change in
Stake
FPGT
1176
Financial Partners Group (Tennessee)
Tennessee
$397K -$201K -9,681 -35%
OIA
1177
Optimum Investment Advisors
Illinois
$395K -$77.4K -3,734 -17%
CIA
1178
Compass Ion Advisors
Pennsylvania
$395K -$79.6K -3,840 -18%
TFIPS
1179
Towarzystwo Funduszy Inwestycyjnych PZU SA
$394K +$65.3K +3,150 +22%
LI
1180
LRI Investments
Florida
$394K -$9.84K -475 -3%
PIA
1181
Perennial Investment Advisors
California
$393K +$1.43K +69 +0.4%
HIC
1182
Harvey Investment Company
Kentucky
$393K – – –
OWA
1183
Opal Wealth Advisors
New York
$392K +$1.51K +73 +0.4%
AWM
1184
Angeles Wealth Management
California
$392K +$2.11K +102 +0.6%
SC
1185
Searle & Co
Connecticut
$390K -$14.5K -700 -4%
YIM
1186
Yoffe Investment Management
Pennsylvania
$389K -$8.5K -410 -2%
KA
1187
KLCM Advisors
Wisconsin
$389K – – –
AF
1188
Apexium Financial
Texas
$388K -$11.8K -570 -3%
CCG
1189
Coastwise Capital Group
California
$387K -$36.2K -1,745 -9%
CWS
1190
Confluence Wealth Services
Pennsylvania
$387K -$13K -627 -4%
TWA
1191
TCI Wealth Advisors
Arizona
$387K +$12.7K +614 +4%
FIB
1192
First Interstate Bank
Montana
$386K -$9.22K -445 -3%
HFBOT
1193
Home Federal Bank of Tennessee
Tennessee
$386K -$4.14K -200 -1%
AL
1194
Aspiriant LLC
California
$386K +$89.8K +4,335 +34%
FCP
1195
Fidelis Capital Partners
Florida
$386K -$157K -7,566 -29%
MMG
1196
Monetary Management Group
Missouri
$385K -$192K -9,250 -35%
MMHP
1197
Murphy Middleton Hinkle & Parker
Georgia
$385K – – –
SPA
1198
Sherbrooke Park Advisers
New York
$384K +$355K +17,153 New
NHC
1199
Nicholas Hoffman & Company
Georgia
$382K -$31.1K -1,500 -8%
TLCM
1200
Twin Lakes Capital Management
California
$382K -$705 -34 -0.2%