Name Holding Trade Value Shares
Change
Change in
Stake
PCH
2451
PGIM Custom Harvest
New Jersey
$210K +$210K +10,120 New
TNB
2452
Thomasville National Bank
Georgia
$210K +$210K +10,130 New
OCG
2453
Opus Capital Group
Ohio
$209K +$208 +10 +0.1%
CTA
2454
Colonial Trust Advisors
South Carolina
$209K +$210K +10,090 New
BWM
2455
BCGM Wealth Management
Indiana
$208K +$169K +8,140 New
PPW
2456
Pasadena Private Wealth
California
$208K +$209K +10,060 New
CCM
2457
CloudAlpha Capital Management
Hong Kong
$207K -$27.2M -1,310,000 -99%
EM
2458
ELCO Management
New York
$207K – – –
FGAM
2459
Financial Gravity Asset Management
Texas
$207K – – –
OCM
2460
Osterweis Capital Management
California
$207K – – –
PGAM
2461
Princeton Global Asset Management
New Jersey
$207K +$83.1K +4,000 +67%
CBOR
2462
Community Bank of Raymore
Missouri
$207K +$208K +10,000 New
MCM
2463
Magnolia Capital Management
New York
$207K +$208K +10,000 New
LFS
2464
Legacy Financial Strategies
Kansas
$206K +$206K +9,920 New
SSCA
2465
South Shore Capital Advisors
Massachusetts
$206K +$207K +9,960 New
WPA
2466
West Paces Advisors
Georgia
$206K +$25.7K +1,240 +14%
BIA
2467
Barry Investment Advisors
Massachusetts
$205K +$205K +9,880 New
SSW
2468
Smith Shellnut Wilson
Mississippi
$205K +$205K +9,880 New
AMG
2469
Asset Management Group
Connecticut
$204K -$9.14K -440 -4%
RCA
2470
Resonant Capital Advisors
Wisconsin
$202K +$202K +9,750 New
SFS
2471
Strategic Financial Services
New York
$201K -$83.1K -4,000 -29%
DWP
2472
Destiny Wealth Partners
Florida
$201K -$5.81K -280 -3%
OWA
2473
One Wealth Advisors
California
$200K +$201K +9,660 New
MCM
2474
MV Capital Management
Maryland
$196K +$56.7K +2,730 +41%
DOA
2475
D'Orazio & Associates
Virginia
$195K +$54K +2,600 +38%