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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1776
Paradigm Asset Management
New York
$259K +$267K +4,821 New
EWM
1777
Empirical Wealth Management
Washington
$258K +$16K +288 +6%
TCCM
1778
Timber Creek Capital Management
Massachusetts
$257K – – –
MGAM
1779
McGowan Group Asset Management
Texas
$257K +$1.16K +21 +0.4%
EIG
1780
Ellenbecker Investment Group
Wisconsin
$257K +$266K +4,793 New
RIG
1781
Roosevelt Investment Group
New York
$256K +$20K +360 +8%
PW
1782
Price Wealth
Texas
$254K +$263K +4,747 New
RVPG
1783
Relative Value Partners Group
$253K – – –
1WA
1784
180 Wealth Advisors
Washington
$253K +$261K +4,706 New
IWP
1785
Icon Wealth Partners
Texas
$253K +$262K +4,717 New
POIA
1786
Pin Oak Investment Advisors
Texas
$252K +$260K +4,695 New
UBG
1787
United Bank (Georgia)
Georgia
$251K +$25.6K +462 +11%
PC
1788
Palo Capital
California
$250K – – –
GCA
1789
Gideon Capital Advisors
New York
$250K +$258K +4,657 New
JFGLC
1790
Johnson Financial Group LLC (Colorado)
Colorado
$249K -$56.9K -1,027 -18%
HHGA
1791
Halbert Hargrove Global Advisors
California
$249K -$29.6K -534 -10%
BCM
1792
Breiter Capital Management
Florida
$249K +$257K +4,630 New
CT
1793
Clearstead Trust
Maine
$248K – – –
PGA
1794
Premia Global Advisors
Florida
$246K +$254K +4,585 New
MA
1795
MANA Advisors
New York
$246K +$254K +4,586 New
AIA
1796
Allegis Investment Advisors
Idaho
$245K -$266K -4,792 -51%
SMG
1797
Spectrum Management Group
Indiana
$244K -$1.59M -28,692 -86%
BST
1798
Bath Savings Trust
Maine
$244K -$70.7K -1,276 -22%
FLII
1799
First Long Island Investors
New York
$243K – – –
FLAM
1800
First Light Asset Management
Minnesota
$242K – – –