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Name Holding Trade Value Shares
Change
Change in
Stake
CICI
1601
Capital Investment Counsel Inc
North Carolina
$352K -$8.4K -60 -2%
LSAG
1602
Lake Street Advisors Group
New Hampshire
$352K +$54.8K +391 +20%
SAM
1603
S.A. Mason
Michigan
$352K +$334K +2,386 New
RE
1604
RBC Europe
United Kingdom
$350K -$900K -6,423 -73%
AC
1605
Alexandria Capital
Virginia
$348K -$16.5K -118 -5%
MS
1606
Mizuho Securities
Japan
$348K +$260K +1,854 +369%
CAM
1607
Covenant Asset Management
New Jersey
$347K -$980 -7 -0.3%
CWS
1608
Cypress Wealth Services
California
$346K -$94.7K -676 -22%
CHP
1609
Cable Hill Partners
Oregon
$346K -$57.8K -413 -15%
WAP
1610
Wealthcare Advisory Partners
Pennsylvania
$346K -$16K -114 -5%
OC
1611
Oarsman Capital
Wisconsin
$345K – – –
DC
1612
DeDora Capital
California
$345K +$10.1K +72 +3%
SWP
1613
Summit Wealth Partners
Florida
$342K +$325K +2,321 New
MIC
1614
Means Investment Company
Maine
$342K – – –
SIA
1615
Starfire Investment Advisers
Michigan
$342K – – –
PP
1616
PDS Planning
Ohio
$342K +$5.46K +39 +2%
GAMC
1617
Garner Asset Management Corp
Texas
$340K – – –
SFG
1618
Sather Financial Group
Texas
$340K +$54.6K +390 +20%
PP
1619
Paloma Partners
Connecticut
$339K -$12.6M -89,941 -98%
EMB
1620
Elefante Mark B
$338K -$22.6K -161 -7%
IWC
1621
Integrated Wealth Concepts
Massachusetts
$337K -$35K -250 -10%
SG
1622
StoneX Group
New York
$336K +$102K +726 +47%
DDPIC
1623
Deroy & Devereaux Private Investment Counsel
Michigan
$335K -$8.4K -60 -3%
HKAM
1624
Horizon Kinetics Asset Management
New York
$335K – – –
AA
1625
Aufman Associates
Pennsylvania
$335K +$318K +2,270 New