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Name Holding Trade Value Shares
Change
Change in
Stake
MC
1651
Matisse Capital
Oregon
$831K -$611K -11,499 -41%
IDBONY
1652
Israel Discount Bank of New York
New York
$831K -$75.6K -1,424 -8%
IUHSA
1653
Itau Unibanco Holding S.A.
Brazil
$830K +$424K +7,991 +92%
WC
1654
Weil Company
California
$828K +$339K +6,391 +62%
LCM
1655
Leisure Capital Management
California
$825K +$266K +5,012 +43%
CCG
1656
Chatham Capital Group
Georgia
$824K -$5.31K -100 -0.6%
KFGK
1657
Keystone Financial Group (Kentucky)
Kentucky
$823K +$57.7K +1,087 +7%
GCM
1658
Gables Capital Management
Florida
$818K +$6.37K +120 +0.8%
FF
1659
Fluent Financial
Texas
$817K -$66.2K -1,246 -7%
PMG
1660
ProVise Management Group
Florida
$816K +$491K +9,251 +129%
SFSIG
1661
San Francisco Sentry Investment Group
California
$811K -$1.49M -28,014 -63%
BOS
1662
Bank of Stockton
California
$811K -$18.6K -350 -2%
CWA
1663
Cypress Wealth Advisors
California
$810K -$98.1K -1,848 -10%
NBG
1664
Nancy B. Gardiner
$807K -$18.6K -350 -2%
ANB
1665
Amarillo National Bank
Texas
$807K -$5.15K -97 -0.6%
CC
1666
Cedar Capital
Illinois
$807K +$159K +2,986 +23%
SS
1667
Simplicity Solutions
Minnesota
$807K +$862K +16,231 New
PAG
1668
Private Advisory Group
Washington
$807K +$862K +16,232 New
PAM
1669
Premier Asset Management
Illinois
$805K -$816K -15,375 -49%
Carson Wealth (CWM LLC)
1670
Carson Wealth (CWM LLC)
Nebraska
$804K +$148K +2,790 +21%
IWA
1671
IBEX Wealth Advisors
New Jersey
$803K – – –
IIM
1672
Ironwood Investment Management
Massachusetts
$800K – – –
DSAM
1673
Dock Street Asset Management
Florida
$798K -$57K -1,073 -6%
BA
1674
BKS Advisors
Michigan
$792K +$98.3K +1,852 +13%
EM
1675
ELCO Management
New York
$790K -$3.19K -60 -0.4%