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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1501
Plato Investment Management
Australia
$499K +$447K +10,250 New
SCM
1502
Sollinda Capital Management
Florida
$499K +$447K +10,250 New
SHFP
1503
Second Half Financial Partners
Florida
$498K -$2.62K -60 -0.6%
SOS
1504
Silver Oak Securities
Tennessee
$498K +$164K +3,760 +58%
KA
1505
Klingman & Associates
New York
$498K +$3.49K +80 +0.8%
First Manhattan
1506
First Manhattan
New York
$498K +$32.7K +750 +8%
IAMOG
1507
Investors Asset Management of Georgia
Georgia
$494K – – –
PMA
1508
Prudent Man Advisors
Illinois
$494K -$5.67K -130 -1%
AFM
1509
Abbot Financial Management
Massachusetts
$491K – – –
VWA
1510
Visionary Wealth Advisors
Illinois
$491K +$22.7K +520 +5%
EPA
1511
Element Pointe Advisors
Florida
$489K -$25.8K -590 -6%
WC
1512
Waterloo Capital
Texas
$489K +$55K +1,260 +14%
CCMT
1513
CMT Capital Markets Trading
Germany
$487K -$1.35M -31,000 -76%
MTC
1514
McDaniel Terry & Co
Texas
$487K – – –
CBTWT
1515
Community Bank & Trust (Waco, Texas)
Texas
$487K +$437K +10,000 New
DDC
1516
DF Dent & Co
Maryland
$487K – – –
LCC
1517
Lincoln Capital Corp
Rhode Island
$487K – – –
GC
1518
Garde Capital
Washington
$486K -$10.9K -250 -2%
BFS
1519
Bradley Foster & Sargent
Connecticut
$486K +$54.1K +1,240 +14%
CCP
1520
Cassia Capital Partners
North Carolina
$485K +$437 +10 +0.1%
NRC
1521
New Republic Capital
North Carolina
$485K -$157K -3,590 -26%
IWA
1522
IVC Wealth Advisors
Pennsylvania
$484K -$33.6K -770 -7%
LSPW
1523
Lake Street Private Wealth
Illinois
$483K +$114K +2,610 +36%
DI
1524
Diligent Investors
California
$480K -$214K -4,900 -33%
CWM
1525
Centurion Wealth Management
Virginia
$479K +$10K +230 +2%