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Name Holding Trade Value Shares
Change
Change in
Stake
CYG
2226
Clean Yield Group
Vermont
$227K +$97.8K +269 +70%
SRC
2227
Shufro Rose & Co
New York
$226K +$6.18K +17 +3%
LWA
2228
Lenox Wealth Advisors
New York
$226K +$77.8K +214 +49%
SFO
2229
Stokes Family Office
Louisiana
$225K -$74.2K -204 -24%
COF
2230
Capital One Financial
Virginia
$225K -$30.5K -84 -11%
NL
2231
NWAM LLC
Washington
$224K -$9.45K -26 -4%
TIA
2232
Tiemann Investment Advisors
California
$223K -$9.09K -25 -4%
WHG
2233
Westwood Holdings Group
Texas
$223K -$2.18K -6 -0.9%
GAMC
2234
Garner Asset Management Corp
Texas
$223K
WDL
2235
Well Done LLC
Michigan
$223K +$233K +640 New
LNWTC
2236
Laird Norton Wetherby Trust Company
Washington
$223K +$234K +643 New
FMI
2237
F/M Investments
District of Columbia
$222K
FDS
2238
Freedom Day Solutions
Texas
$222K
ST
2239
Somerset Trust
Pennsylvania
$222K +$232K +638 New
WI
2240
Wintrust Investments
Illinois
$221K
FFA
2241
Founders Financial Alliance
North Carolina
$220K -$74.2K -204 -24%
SYBT
2242
Stock Yards Bank & Trust
Kentucky
$220K
WWMSC
2243
Wagner Wealth Management (South Carolina)
South Carolina
$219K
PAMP
2244
Polar Asset Management Partners
Ontario, Canada
$218K -$13.8M -37,938 -98%
NG
2245
Northstar Group
New York
$218K
BCP
2246
Berkeley Capital Partners
Georgia
$218K +$5.09K +14 +2%
MCM
2247
Marathon Capital Management
Maryland
$218K +$228K +627 New
GSC
2248
Ground Swell Capital
South Carolina
$218K +$228K +628 New
NPF
2249
Norris Perne & French
Michigan
$216K -$727 -2 -0.3%
CDIA
2250
Capital Directions Investment Advisors
Georgia
$216K +$187K +515 +481%