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Name Holding Trade Value Shares
Change
Change in
Stake
TA
626
Tiedemann Advisors
New York
$231K +$230K +1,596 New
CIC
627
Carnegie Investment Counsel
Ohio
$228K
MHIC
628
Marble Harbor Investment Counsel
Massachusetts
$228K +$227K +1,571 New
MCCP
629
Mission Creek Capital Partners
California
$227K +$225K +1,560 New
ISL
630
Ingalls & Snyder LLC
New York
$226K -$40.6K -281 -15%
GA
631
GFS Advisors
Texas
$225K
GIA
632
Gateway Investment Advisers
Ohio
$224K -$29.6K -205 -12%
DTL
633
Dynamic Technology Lab
Singapore
$222K +$221K +1,531 New
PAM
634
Peak Asset Management
Colorado
$220K -$50.4K -349 -19%
HC
635
Hourglass Capital
Texas
$220K
PFS
636
Physicians Financial Services
North Carolina
$220K
HI
637
Horizon Investments
North Carolina
$219K +$218K +1,509 New
PA
638
PSI Advisors
Florida
$219K +$218K +1,510 New
Carson Wealth (CWM LLC)
639
Carson Wealth (CWM LLC)
Nebraska
$218K
MA
640
MANA Advisors
New York
$217K +$216K +1,496 New
SMFS
641
Squar Milner Financial Services
California
$216K +$23.4K +162 +12%
PAS
642
Park Avenue Securities
New York
$216K +$215K +1,488 New
MIA
643
MainStreet Investment Advisors
Illinois
$215K -$2.89K -20 -1%
MPWT
644
MassMutual Private Wealth & Trust
Connecticut
$215K -$2.89K -20 -1%
IAM
645
Integre Asset Management
New York
$215K
KPW
646
Kore Private Wealth
New York
$212K +$722 +5 +0.3%
RG
647
Rikoon Group
New Mexico
$211K
PB
648
Pinnacle Bancorp
Nebraska
$210K -$5.05K -35 -2%
SF
649
Synovus Financial
Georgia
$210K +$1.59K +11 +0.8%
PFA
650
Pure Financial Advisors
California
$209K +$208K +1,440 New