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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
901
Tanaka Capital Management
New York
$425K
GAMC
902
Garner Asset Management Corp
Texas
$424K +$1.71K +50 +0.5%
BA
903
Bristlecone Advisors
Washington
$424K +$369K +10,820 New
PA
904
Parkside Advisors
California
$413K
BW
905
Bison Wealth
Georgia
$410K -$25.6K -750 -7%
JWM
906
JGP Wealth Management
Oregon
$407K +$354K +10,390 New
TMAM
907
Tokio Marine Asset Management
Japan
$406K -$201K -5,900 -36%
PCP
908
Proficio Capital Partners
Massachusetts
$402K -$682 -20 -0.2%
ClearBridge Investments
909
ClearBridge Investments
New York
$402K
BAM
910
Belpointe Asset Management
Nevada
$401K -$36.5K -1,070 -9%
GBT
911
Grove Bank & Trust
Florida
$400K
HCM
912
Hilton Capital Management
New York
$399K
KA
913
Kaizen Advisory
Illinois
$396K +$202K +5,920 +141%
NFG
914
Nations Financial Group
Iowa
$394K +$3.07K +90 +0.9%
CFA
915
Capstone Financial Advisors
Illinois
$394K +$51.8K +1,520 +18%
BOS
916
Bingham Osborn & Scarborough
California
$392K +$21.5K +630 +7%
BCM
917
BTC Capital Management
Iowa
$392K +$342K +10,020 New
FWCM
918
First Western Capital Management
California
$391K -$75K -2,200 -18%
BBWA
919
Bell & Brown Wealth Advisors
California
$391K
ESBC
920
E.S. Barr & Co
Kentucky
$391K
FSA
921
Franklin Street Advisors
North Carolina
$391K
IAMOG
922
Investors Asset Management of Georgia
Georgia
$391K
WBG
923
Wharton Business Group
Pennsylvania
$391K
PI
924
Parkside Investments
Illinois
$391K +$341K +10,000 New
SFWA
925
Summit Financial Wealth Advisors
Louisiana
$390K