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Name Holding Trade Value Shares
Change
Change in
Stake
GIM
426
Guardian Investment Management
California
$406K +$91.3K +1,500 +26%
NFG
427
Nations Financial Group
Iowa
$404K +$439K +7,220 New
CL
428
Choreo LLC
Illinois
$389K +$7.49K +123 +2%
RTC
429
Real Talk Capital
Tennessee
$377K +$79.6K +1,308 +24%
TIA
430
TCFG Investment Advisors
California
$373K -$9.13K -150 -2%
IAA
431
Independent Advisor Alliance
North Carolina
$369K +$78.6K +1,291 +24%
OSAM
432
O'Shaughnessy Asset Management
Connecticut
$368K -$46.4K -763 -10%
WJWM
433
Williams Jones Wealth Management
New York
$364K – – –
FI
434
Finivi Inc
Massachusetts
$364K -$1.58M -25,950 -80%
GGHC
435
Gilder Gagnon Howe & Co
New York
$364K -$34.9K -574 -8%
LOWM
436
Laurel Oak Wealth Management
New Jersey
$361K +$2.25K +37 +0.6%
P8IP
437
Pier 88 Investment Partners
California
$358K -$682K -11,200 -64%
IWM
438
IHT Wealth Management
Illinois
$353K +$31.9K +524 +9%
Mariner
439
Mariner
Kansas
$352K -$140K -2,304 -27%
KFGK
440
Keystone Financial Group (Kentucky)
Kentucky
$349K -$31.9K -525 -8%
PI
441
PFG Investments
New York
$349K +$8.03K +132 +2%
PCM
442
Polymer Capital Management
New York
$346K +$376K +6,177 New
CAI
443
Capital Advisors Inc
Oklahoma
$345K -$59.6K -980 -14%
CM
444
Caption Management
Oklahoma
$342K -$10.7M -175,560 -97%
GI
445
GAMMA Investing
California
$341K +$53.1K +872 +17%
FCM
446
Fieldview Capital Management
Michigan
$339K +$368K +6,055 New
TSS
447
Two Sigma Securities
New York
$339K +$34.9K +574 +10%
PFPG
448
Pinnacle Financial Partners (Georgia)
Georgia
$339K +$112K +1,845 +44%
FGA
449
Fortis Group Advisors
New Jersey
$338K -$4.63K -76 -1%
VCM
450
Virtue Capital Management
Tennessee
$338K +$367K +6,034 New