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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
601
Prelude Capital Management
New York
$307K +$157K +612 +165%
SCA
602
Spearhead Capital Advisors
Florida
$303K +$248K +970 New
WWM
603
Western Wealth Management
Colorado
$302K +$248K +969 New
Walleye Capital
604
Walleye Capital
New York
$300K -$154K -604 -39%
WP
605
WealthSource Partners
California
$300K -$138K -540 -36%
B
606
Barings
North Carolina
$300K
CB
607
CNB Bank
Pennsylvania
$296K +$26.9K +105 +12%
LHC
608
Little House Capital
Massachusetts
$291K +$239K +934 New
EPC
609
Emerson Point Capital
New York
$288K +$236K +922 New
CPA
610
Clear Perspective Advisors
Illinois
$282K +$231K +904 New
FMLI
611
Fukoku Mutual Life Insurance
Japan
$281K -$25.6K -100 -10%
CLOS
612
Compagnie Lombard Odier SCmA
Switzerland
$281K +$230K +900 New
FAIM
613
Financial Advocates Investment Management
Washington
$281K +$230K +900 New
SW
614
SkyOak Wealth
Michigan
$281K +$230K +900 New
SCM
615
Southport Capital Management
Tennessee
$278K +$228K +892 New
CAM
616
Cresset Asset Management
Illinois
$276K +$227K +886 New
AG
617
AlphaSimPlex Group
Massachusetts
$274K +$225K +878 New
HB
618
Homrich & Berg
Georgia
$271K +$222K +868 New
SBIA
619
Sheaff Brock Investment Advisors
Indiana
$270K +$221K +865 New
TFA
620
Toth Financial Advisory
Virginia
$267K +$205K +800 +1,455%
DS
621
DRW Securities
Illinois
$267K +$219K +855 New
PGCM
622
Prescott Group Capital Management
Oklahoma
$265K +$217K +850 New
VSWA
623
Vontobel Swiss Wealth Advisors
Switzerland
$264K -$124K -486 -36%
BFWA
624
Benchmark Financial Wealth Advisors
Florida
$262K +$215K +840 New
GDP
625
Great Diamond Partners
Maine
$262K +$215K +842 New