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Name Holding Trade Value Shares
Change
Change in
Stake
MFFIA
1026
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$333K
MPCG
1027
Matrix Private Capital Group
New York
$332K
OCBCO
1028
Oversea-Chinese Banking Corp (OCBC)
Singapore
$331K -$335K -4,732 -51%
MIM
1029
Merrion Investment Management
New Jersey
$331K
TA
1030
Tactive Advisors
Florida
$331K +$22K +310 +7%
HCA
1031
Heck Capital Advisors
Wisconsin
$331K -$1.13K -16 -0.4%
AFT
1032
Alpha Family Trust
California
$329K +$317K +4,470 New
OCA
1033
OpenArc Corporate Advisory
Georgia
$328K +$316K +4,465 New
SCM
1034
Stevens Capital Management
Pennsylvania
$327K +$315K +4,449 New
SGI
1035
Summit Global Investments
Utah
$323K -$946K -13,357 -75%
BFC
1036
Bedel Financial Consulting
Indiana
$323K +$638 +9 +0.2%
WCM
1037
Warburton Capital Management
Oklahoma
$322K +$311K +4,388 New
LS
1038
Livforsakringsbolaget Skandia
Sweden
$321K
FPL
1039
Fortress Private Ledger
North Carolina
$321K +$309K +4,362 New
SCA
1040
Stonebridge Capital Advisors
Minnesota
$319K +$308K +4,346 New
ANB
1041
Amarillo National Bank
Texas
$318K
TGIA
1042
Torrey Growth & Income Advisors
California
$318K
LSA
1043
Leonteq Securities AG
Switzerland
$317K -$20.8K -293 -6%
BC
1044
Burney Company
Virginia
$317K +$850 +12 +0.3%
NAG
1045
Northstar Advisory Group
New Jersey
$317K
SFP
1046
Shepherd Financial Partners
Massachusetts
$317K +$425 +6 +0.1%
CWMK
1047
Caliber Wealth Management (Kansas)
Kansas
$317K +$142 +2 +0%
MCM
1048
Marathon Capital Management
Maryland
$316K
OC
1049
Optima Capital
Oregon
$316K +$305K +4,299 New
Massachusetts Financial Services
1050
Massachusetts Financial Services
Massachusetts
$316K +$305K +4,298 New