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Name Holding Trade Value Shares
Change
Change in
Stake
GS
1301
Gagnon Securities
New York
$312K +$61.9K +1,081 +27%
FIA
1302
FNY Investment Advisers
New York
$310K +$14.3K +250 +5%
PPWP
1303
Premier Path Wealth Partners
New Jersey
$309K +$289K +5,037 New
SOS
1304
Silver Oak Securities
Tennessee
$309K +$108K +1,887 +60%
PFSC
1305
Peoples Financial Services Corp
Pennsylvania
$308K -$2.86K -50 -1%
QFA
1306
Quattro Financial Advisors
Texas
$307K -$283K -4,939 -99%
CA
1307
Centerpoint Advisors
Massachusetts
$307K -$172 -3 -0.1%
AG
1308
Artal Group
Luxembourg
$307K – – –
HC
1309
Hara Capital
Washington
$306K +$286K +4,985 New
SP
1310
Symmetry Partners
Connecticut
$306K – – –
CI
1311
CX Institutional
Indiana
$304K +$284K +4,951 New
AMBIA
1312
Allen Mooney & Barnes Investment Advisors
Georgia
$303K +$25.7K +448 +10%
KAS
1313
KPP Advisory Services
Kentucky
$303K +$23.5K +411 +9%
RSA
1314
River Street Advisors
Illinois
$303K -$10.8K -188 -4%
GAM
1315
Grandview Asset Management
Pennsylvania
$302K -$29.6K -516 -9%
KLCM
1316
KG&L Capital Management
Louisiana
$302K +$4.58K +80 +2%
WB
1317
Webster Bank
Connecticut
$300K -$969K -16,910 -78%
SWM
1318
Seed Wealth Management
Illinois
$299K +$34.9K +609 +14%
LGA
1319
Lebenthal Global Advisors
New York
$299K +$279K +4,865 New
RWM
1320
Ritholtz Wealth Management
New York
$298K +$14.1K +247 +5%
NW
1321
Naviter Wealth
Arkansas
$298K -$120K -2,096 -30%
SWM
1322
Salvus Wealth Management
New Jersey
$297K +$6.24K +109 +2%
WAM
1323
Watershed Asset Management
California
$297K +$32K +559 +13%
EWM
1324
EPG Wealth Management
Georgia
$295K +$291K +5,072 New
VCP
1325
Verus Capital Partners
Arizona
$295K +$5.9K +103 +2%