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Name Holding Trade Value Shares
Change
Change in
Stake
CBA
1826
Coastal Bridge Advisors
Connecticut
$322K -$28.7K -176 -7%
CAN
1827
Claraphi Advisory Network
United States
$322K +$30K +184 +9%
PWMG
1828
Prestige Wealth Management Group
New Jersey
$322K +$42.7K +262 +13%
WC
1829
Whitney & Co
New York
$322K +$362K +2,220 New
PCM
1830
Princeton Capital Management
New Jersey
$321K – – –
SFP
1831
Shepherd Financial Partners
Massachusetts
$321K – – –
Caxton Associates (New York)
1832
Caxton Associates (New York)
New York
$320K -$310K -1,899 -46%
CYG
1833
Clean Yield Group
Vermont
$320K – – –
HC
1834
Hourglass Capital
Texas
$320K – – –
MCM
1835
McRae Capital Management
New Jersey
$320K – – –
SICM
1836
Sustainable Insight Capital Management
New York
$320K +$84.1K +516 +31%
JB Capital
1837
JB Capital
Connecticut
$320K +$360K +2,206 New
HCM
1838
Hodges Capital Management
Texas
$319K -$242K -1,484 -40%
MA
1839
MJP Associates
Connecticut
$319K +$4.08K +25 +1%
TIA
1840
Tiemann Investment Advisors
California
$318K -$48.9K -300 -12%
JSL
1841
JT Stratford LLC
Georgia
$317K -$660K -4,050 -65%
CCT
1842
Capital City Trust
Florida
$315K -$9.78K -60 -3%
LC
1843
Landaas & Company
Wisconsin
$314K – – –
QVR
1844
QVR
California
$313K +$352K +2,157 New
BCA
1845
Bray Capital Advisors
Florida
$312K – – –
BOPW
1846
Brandywine Oak Private Wealth
Pennsylvania
$312K +$20.1K +123 +6%
POIA
1847
Pin Oak Investment Advisors
Texas
$311K – – –
GWS
1848
Glassman Wealth Services
Virginia
$311K +$9.29K +57 +3%
MWPCG
1849
Measured Wealth Private Client Group
New Hampshire
$310K -$2.28K -14 -0.7%
FP
1850
Foundry Partners
Minnesota
$310K +$24.1K +148 +7%