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Name Holding Trade Value Shares
Change
Change in
Stake
IGGA
1901
Iron Gate Global Advisors
Utah
$307K -$56.3K -1,223 -15%
BOS
1902
Bank of Stockton
California
$307K
ACM
1903
Ategra Capital Management
Virginia
$306K +$62.5K +1,357 +25%
Daiwa Securities Group
1904
Daiwa Securities Group
Japan
$306K
VWM
1905
Venturi Wealth Management
Texas
$305K -$7.22M -156,786 -96%
CWM
1906
Cabot Wealth Management
Massachusetts
$305K
CM
1907
Castleark Management
Illinois
$305K
PVWM
1908
Point View Wealth Management
New Jersey
$305K +$15.2K +331 +5%
FPCM
1909
Financial Partners Capital Management
New York
$304K
GWM
1910
Gray Wealth Management
Maine
$304K +$30.5K +662 +11%
FAG
1911
Financial Advisory Group
Texas
$303K +$2.3K +50 +0.7%
TAM
1912
Townsend Asset Management
North Carolina
$301K +$20K +434 +7%
RCIM
1913
Red Cedar Investment Management
Michigan
$301K +$310K +6,727 New
POIA
1914
Pin Oak Investment Advisors
Texas
$300K
FUBT
1915
First United Bank & Trust
Maryland
$299K
GC
1916
Gilbert & Cook
Iowa
$299K +$18.1K +392 +6%
SAG
1917
Spotlight Asset Group
Illinois
$298K +$6.86K +149 +2%
DWM
1918
Dakota Wealth Management
Florida
$297K -$93.6K -2,033 -23%
PI
1919
Pettee Investors
Connecticut
$297K
FCFC
1920
First Citizens Financial Corp
Iowa
$297K +$51.2K +1,112 +20%
TVWM
1921
Tower View Wealth Management
Wisconsin
$297K +$74.3K +1,612 +32%
ED
1922
Exane Derivatives
France
$297K +$36.6K +795 +14%
JFGIW
1923
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$296K -$655K -14,219 -68%
AW
1924
Alpha Windward
Massachusetts
$296K -$81.4K -1,767 -21%
SAM
1925
SignalPoint Asset Management
Missouri
$296K +$2.07K +45 +0.7%