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Name Holding Trade Value Shares
Change
Change in
Stake
GL
2276
Gerber LLC
Ohio
$562K
FA
2277
Fiduciary Alliance
South Carolina
$562K +$213K +467 +59%
LGA
2278
Lebenthal Global Advisors
New York
$561K +$67K +147 +13%
LWM
2279
Laidlaw Wealth Management
New York
$561K
CIS
2280
Custom Index Systems
New York
$561K +$102K +225 +21%
BHB
2281
Bank Hapoalim BM
Israel
$561K -$43.7K -96 -7%
CAM
2282
Cidel Asset Management
Ontario, Canada
$560K
PFG
2283
Prosperity Financial Group
California
$560K +$32.3K +71 +6%
WPW
2284
Warther Private Wealth
Ohio
$558K +$318K +699 +124%
CAI
2285
Capital Advisors Inc
Oklahoma
$557K -$3.64K -8 -0.6%
TWM
2286
Trueblood Wealth Management
Ohio
$556K -$456 -1 -0.1%
CHP
2287
Cable Hill Partners
Oregon
$552K +$570K +1,252 New
AC
2288
Aristides Capital
Kentucky
$551K
LG
2289
LaFleur & Godfrey
Michigan
$551K
NERM
2290
New England Research & Management
Illinois
$551K +$569K +1,250 New
ETIA
2291
Epic Trust Investment Advisors
Washington
$549K -$51.9K -114 -8%
HB
2292
HTLF Bank
Colorado
$548K -$10.9K -24 -2%
FPCG
2293
Fort Pitt Capital Group
Pennsylvania
$548K
FSC
2294
Full Sail Capital
Oklahoma
$548K +$1.37K +3 +0.2%
SAM
2295
Summit Asset Management
Tennessee
$547K +$79.7K +175 +16%
SFS
2296
Symphony Financial Services
Ohio
$547K +$558K +1,225 New
TCM
2297
Tanaka Capital Management
New York
$545K
CPM
2298
Connective Portfolio Management
New York
$545K
LSIA
2299
LaSalle St. Investment Advisors
Illinois
$544K +$176K +386 +46%
GFA
2300
Gallagher Fiduciary Advisors
Illinois
$542K +$3.19K +7 +0.6%