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Name Holding Trade Value Shares
Change
Change in
Stake
AIS
1676
Accurate Investment Solutions
Pennsylvania
$211K – – –
JF
1677
JSF Financial
California
$211K +$197K +2,085 New
CAM
1678
Cozad Asset Management
Illinois
$211K +$197K +2,087 New
FP
1679
Foundry Partners
Minnesota
$210K +$196K +2,076 New
SWG
1680
Summit Wealth Group
Vermont
$210K +$196K +2,076 New
FL
1681
Fort LP
Maryland
$208K +$92.1K +977 +91%
NGA
1682
Naples Global Advisors
Florida
$208K +$193K +2,049 New
HC
1683
Henshaw Capital
Massachusetts
$206K -$81.9K -869 -30%
SIAS
1684
Shine Investment Advisory Services
Colorado
$206K -$37.3K -396 -16%
SAM
1685
Secure Asset Management
Michigan
$206K +$192K +2,038 New
HZ
1686
Hixon Zuercher
Ohio
$205K +$191K +2,023 New
WA
1687
Wealth Advisors
California
$204K +$189K +2,000 New
EDRIA
1688
Edmonds Duncan Registered Investment Advisors
Kansas
$203K -$14.9K -158 -7%
PR
1689
Payden & Rygel
California
$203K – – –
MFS
1690
Mirabella Financial Services
United Kingdom
$203K +$189K +2,000 New
PPW
1691
Pasadena Private Wealth
California
$203K +$189K +2,000 New
VW
1692
Vantage Wealth
California
$203K +$189K +2,000 New
HHGA
1693
Halbert Hargrove Global Advisors
California
$203K +$189K +2,003 New
CFA
1694
Capstone Financial Advisors
Illinois
$203K +$189K +2,004 New
TWP
1695
TFO Wealth Partners
Ohio
$203K +$189K +2,004 New
SAM
1696
Silphium Asset Management
United Kingdom
$203K -$943K -10,000 -83%
AT
1697
Arden Trust
Delaware
$202K -$20.9K -222 -10%
PWAG
1698
Polaris Wealth Advisory Group
California
$201K +$183K +1,941 New
AA
1699
Apriem Advisors
California
$201K +$187K +1,981 New
PGA
1700
Portland Global Advisors
Maine
$201K +$187K +1,982 New