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Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
1401
D.B. Root & Company
Pennsylvania
$854K -$5.99K -94 -0.7%
GTAM
1402
Global Trust Asset Management
Florida
$853K +$207K +3,242 +35%
GC
1403
Grimes & Company
Massachusetts
$845K -$44.4K -697 -5%
SCA
1404
Sage Capital Advisors
South Dakota
$844K -$35.9K -563 -4%
CWM
1405
Calamos Wealth Management
Illinois
$843K -$22.5K -353 -3%
FCAG
1406
First Capital Advisors Group
New Jersey
$841K -$956 -15 -0.1%
FMW
1407
Farr Miller & Washington
District of Columbia
$840K
GCM
1408
Grisanti Capital Management
New York
$839K
Lido Advisors
1409
Lido Advisors
California
$839K +$246K +3,864 +46%
OCM
1410
Osterweis Capital Management
California
$836K +$17.6K +277 +2%
CWA
1411
Cypress Wealth Advisors
California
$830K -$2.1K -33 -0.3%
WI
1412
Wintrust Investments
Illinois
$827K +$5.35K +84 +0.7%
KAM
1413
Kazazian Asset Management
Florida
$820K
AFC
1414
AFT Forsyth & Company
Florida
$819K
MCM
1415
Marathon Capital Management
Maryland
$817K -$53.4K -838 -6%
HCMT
1416
Highland Capital Management (Texas)
Texas
$816K -$167K -2,620 -18%
NSAM
1417
North Star Asset Management
Wisconsin
$815K -$18.3K -288 -2%
WCM
1418
Windsor Capital Management
Arizona
$814K +$2.68K +42 +0.4%
NFG
1419
Next Financial Group
Texas
$811K -$218K -3,418 -22%
CA
1420
Capital Advantage
California
$810K -$22.6K -354 -3%
LMAM
1421
Legg Mason Asset Management
Japan
$809K -$46.8K -734 -6%
TH
1422
Timber Hill
Connecticut
$808K +$761K +11,941 New
LKIM
1423
Lawson Kroeker Investment Management
Nebraska
$795K -$8.35K -131 -1%
NCM
1424
Northwest Capital Management
Oregon
$794K +$748K +11,736 New
ICM
1425
IMS Capital Management
Oregon
$792K +$5.73K +90 +0.8%