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Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
1401
J.W. Burns & Co
New York
$245K -$814K -12,501 -75%
BFG
1402
Berger Financial Group
Minnesota
$245K -$71.6K -1,099 -21%
SQA
1403
Simon Quick Advisors
New Jersey
$245K +$36.6K +562 +16%
LG
1404
LaFleur & Godfrey
Michigan
$242K -$716 -11 -0.3%
SF
1405
Summit Financial
New Jersey
$241K -$41.4K -635 -13%
VC
1406
Veracity Capital
Georgia
$241K +$43.2K +663 +19%
VCAM
1407
Van Cleef Asset Management
Ohio
$240K
WSC
1408
Wellington Shields & Co
New York
$240K +$2.34K +36 +0.9%
CMF
1409
Counterpoint Mutual Funds
California
$239K +$266K +4,091 New
PWLP
1410
Prio Wealth Limited Partnership
Massachusetts
$239K -$744K -11,433 -74%
PPW
1411
Parcion Private Wealth
Washington
$238K
AFG
1412
Alterity Financial Group
Maine
$237K +$264K +4,060 New
RFM
1413
Royal Fund Management
Florida
$236K -$13.3K -205 -5%
BG
1414
Bahl & Gaynor
Ohio
$236K +$2.54K +39 +1%
MFS
1415
Mirabella Financial Services
United Kingdom
$236K +$263K +4,033 New
GRP
1416
Global Retirement Partners
California
$234K -$19.1K -293 -7%
AC
1417
Allstate Corporation
Illinois
$234K
CCFM
1418
Clear Creek Financial Management
Washington
$234K +$1.43K +22 +0.6%
GS
1419
Gagnon Securities
New York
$233K +$2.87K +44 +1%
IF
1420
Intrua Financial
Texas
$233K -$56.8K -872 -18%
FFA
1421
Fortune Financial Advisors
Kansas
$233K
JMFC
1422
J.M. Forbes & Co
Massachusetts
$230K +$256K +3,936 New
VCA
1423
Verdence Capital Advisors
Maryland
$230K +$18.9K +291 +8%
CCA
1424
Cobblestone Capital Advisors
New York
$229K -$3.19K -49 -1%
FWM
1425
Finer Wealth Management
Massachusetts
$228K -$67.6K -1,038 -21%