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Name Holding Trade Value Shares
Change
Change in
Stake
MB
701
MidFirst Bank
Oklahoma
$424K +$859K +4,062 New
KCM
702
Kornitzer Capital Management
Kansas
$424K +$455K +2,150 New
PWMAG
703
Pinnacle Wealth Management Advisory Group
New Jersey
$422K +$115K +546 +34%
PCS
704
Personal CFO Solutions
New Jersey
$421K -$37.2K -176 -8%
SAM
705
Silvercrest Asset Management
New York
$417K – – –
RIM
706
Rockbridge Investment Management
New York
$416K – – –
CPA
707
Cardiff Park Advisors
California
$415K -$46.5K -220 -9%
SSA
708
Shepherd Street Advisors
California
$410K +$440K +2,082 New
BEI
709
Benjamin Edwards Inc
Missouri
$410K +$119K +563 +37%
FRM
710
Fox Run Management
Connecticut
$408K -$806K -3,809 -65%
KI
711
Keystone Investors
Singapore
$407K +$437K +2,064 New
CPIG
712
Chicago Partners Investment Group
Illinois
$406K -$16.9K -80 -3%
CPA
713
Capital Performance Advisors
California
$406K +$436K +2,059 New
VanEck Associates
714
VanEck Associates
New York
$403K +$433K +2,045 New
FP
715
Financial Perspectives
Minnesota
$400K +$264K +1,250 +161%
SIAP
716
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$398K – – –
JPWM
717
Jamison Private Wealth Management
Georgia
$397K +$34.1K +161 +9%
PWSG
718
Pacific Wealth Strategies Group
California
$394K – – –
LWM
719
Lodestone Wealth Management
Washington
$393K -$13.7K -65 -3%
IP
720
Indivisible Partners
Florida
$393K +$421K +1,992 New
QC
721
Quent Capital
New York
$391K +$4.23K +20 +1%
QLSGSCF
722
Quent Long Short Global Small Cap Fund
New York
$391K +$420K +1,985 New
SPC
723
Sigma Planning Corp
Michigan
$385K -$10.8K -51 -3%
SAI
724
Savvy Advisors Inc
New York
$385K +$6.98K +33 +2%
FLPIM
725
F.L. Putnam Investment Management
Massachusetts
$385K +$145K +687 +54%