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Name Holding Trade Value Shares
Change
Change in
Stake
BMC
1651
Beaton Management Company
Massachusetts
$366K
GAMC
1652
Garner Asset Management Corp
Texas
$366K +$290K +2,099 New
CIM
1653
Confluence Investment Management
Missouri
$365K -$2.9K -21 -1%
JIC
1654
Joel Isaacson & Co
New York
$365K +$289K +2,094 New
HHGA
1655
Halbert Hargrove Global Advisors
California
$365K +$290K +2,097 New
CW
1656
CreativeOne Wealth
Kansas
$363K +$288K +2,081 New
FIM
1657
Fruth Investment Management
Texas
$362K +$288K +2,081 New
GIA
1658
Gladstone Institutional Advisory
Florida
$360K -$245K -1,774 -46%
AF
1659
Alerus Financial
North Dakota
$359K -$31.4K -227 -10%
VC
1660
Vicus Capital
Pennsylvania
$359K -$10.9K -79 -4%
KPW
1661
Kore Private Wealth
New York
$357K -$231K -1,675 -45%
SWA
1662
Sutton Wealth Advisors
Florida
$357K -$23.9K -173 -8%
WB
1663
West Bancorporation
Iowa
$356K -$40.8K -295 -13%
SEC
1664
Seven Eight Capital
New York
$356K +$282K +2,043 New
AWM
1665
Avior Wealth Management
Nebraska
$355K +$209K +1,509 +284%
CIC
1666
Crawford Investment Counsel
Georgia
$355K +$282K +2,040 New
TIS
1667
Tortoise Index Solutions
Kansas
$354K -$222K -1,607 -44%
FCA
1668
FinTrust Capital Advisors
South Carolina
$354K +$207K +1,498 +282%
CAM
1669
Cozad Asset Management
Illinois
$354K +$281K +2,032 New
BOPW
1670
Brandywine Oak Private Wealth
Pennsylvania
$351K -$95.2K -689 -25%
WAS
1671
Wealth Advisory Solutions
Indiana
$351K +$279K +2,016 New
AIM
1672
Anchor Investment Management
South Carolina
$350K +$2.76K +20 +1%
MS
1673
Maven Securities
Jersey
$349K -$1.83M -13,227 -87%
FFS
1674
Founders Financial Securities
Maryland
$349K +$258K +1,866 New
AIC
1675
Ameritas Investment Company
Nebraska
$348K -$441K -3,189 -61%