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Name Holding Trade Value Shares
Change
Change in
Stake
PO
2251
Private Ocean
California
$429K
EIG
2252
Ellenbecker Investment Group
Wisconsin
$429K +$7.17K +90 +2%
OBGC
2253
O'Brien Greene & Co
Pennsylvania
$429K +$13.2K +166 +3%
NICM
2254
Neo Ivy Capital Management
New York
$429K +$446K +5,596 New
FMC
2255
First Merchants Corp
Indiana
$428K -$71K -891 -14%
AP
2256
Advisors Preferred
Maryland
$428K -$558 -7 -0.1%
IVP
2257
Intrinsic Value Partners
Arizona
$428K +$445K +5,583 New
BFM
2258
Boothbay Fund Management
New York
$426K +$97.3K +1,221 +28%
XWM
2259
Xcel Wealth Management
Florida
$425K -$1.06M -13,335 -71%
SMH
2260
Sanders Morris Harris
Texas
$424K
WP
2261
Waycross Partners
Kentucky
$422K
CFO
2262
CVA Family Office
Colorado
$422K +$956 +12 +0.2%
RWG
2263
Regal Wealth Group
California
$421K +$80 +1 +0%
PIA
2264
Perennial Investment Advisors
California
$421K +$24.5K +308 +6%
GPA
2265
Garrison Point Advisors
California
$419K +$6.85K +86 +2%
CWA
2266
Clearview Wealth Advisors
Oregon
$418K -$75.7K -950 -15%
Members Trust
2267
Members Trust
Florida
$418K -$15.1K -190 -3%
PA
2268
PSI Advisors
Florida
$418K +$2.95K +37 +0.7%
RWA
2269
Rainsberger Wealth Advisors
Colorado
$417K +$433K +5,438 New
VFP
2270
Verus Financial Partners
Virginia
$415K
SIMM
2271
Stillwater Investment Management (Minnesota)
Minnesota
$415K +$3.42K +43 +0.8%
SSA
2272
Schonfeld Strategic Advisors
New York
$414K -$5.6M -70,261 -93%
BDWM
2273
Brewin Dolphin Wealth Management
Ireland
$414K -$47.8K -600 -10%
VAFP
2274
Vahanian & Associates Financial Planning
New York
$412K +$428K +5,372 New
OFG
2275
Oxford Financial Group
Indiana
$411K