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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1151
Torch Wealth Management
Ohio
$2.21M +$102K +1,367 +5%
RCG
1152
Rock Creek Group
District of Columbia
$2.2M -$1.04M -13,945 -33%
FIB
1153
First Interstate Bank
Montana
$2.2M -$68.7K -919 -3%
MLM
1154
Mount Lucas Management
Pennsylvania
$2.19M +$2.07M +27,636 New
MJP
1155
Michael J. Puzo
$2.19M -$188K -2,515 -8%
GBT
1156
Grove Bank & Trust
Florida
$2.18M -$46.8K -626 -2%
PAS
1157
Park Avenue Securities
New York
$2.17M +$204K +2,723 +11%
MF
1158
Magnetar Financial
Illinois
$2.16M -$10.1M -135,192 -83%
WCM
1159
Wallace Capital Management
Texas
$2.15M -$161K -2,159 -7%
Lido Advisors
1160
Lido Advisors
California
$2.15M +$471K +6,292 +30%
MOS
1161
MGO One Seven
Ohio
$2.15M +$617K +8,245 +44%
WEC
1162
Winslow Evans & Crocker
Massachusetts
$2.14M -$8.75K -117 -0.4%
SC
1163
Sawyer & Company
Massachusetts
$2.14M
TPA
1164
Trivium Point Advisory
Connecticut
$2.13M -$54.7K -732 -3%
SBSB
1165
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.13M +$645K +8,630 +47%
CG
1166
Caprock Group
Idaho
$2.13M +$204K +2,734 +11%
SCA
1167
Sippican Capital Advisors
Massachusetts
$2.13M -$235K -3,144 -11%
HL
1168
HeadInvest LLC
Maine
$2.12M -$1.97M -26,346 -50%
DMC
1169
Drexel Morgan & Co
Pennsylvania
$2.11M +$51.4K +687 +3%
PG
1170
Patten Group
Tennessee
$2.11M -$5.54K -74 -0.3%
CFA
1171
Carroll Financial Associates
North Carolina
$2.11M +$142K +1,899 +8%
CFG
1172
Citizens Financial Group
Rhode Island
$2.1M +$76.6K +1,024 +4%
FCH
1173
Freestone Capital Holdings
Washington
$2.1M +$124K +1,662 +7%
GWI
1174
Grace & White Inc
New York
$2.09M -$44.4K -593 -2%
WF
1175
WealthTrust Fairport
Ohio
$2.09M -$50.9K -681 -3%