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Name Holding Trade Value Shares
Change
Change in
Stake
PHS
1701
Pekin Hardy Strauss
Illinois
$444K -$659K -4,949 -56%
MPCG
1702
Matrix Private Capital Group
New York
$444K -$532 -4 -0.1%
TFS
1703
TrustCore Financial Services
Tennessee
$443K -$190K -1,424 -27%
SC
1704
Saiph Capital
New Jersey
$441K +$46.4K +349 +10%
PFP
1705
Paragon Financial Partners
California
$439K – – –
PJSIMP
1706
P.J. Schmidt Investment Management (PJS)
Wisconsin
$438K -$798K -5,993 -55%
BMA
1707
Brooks Moore & Associates
Tennessee
$437K -$35.9K -270 -7%
AIC
1708
Archer Investment Corporation
Indiana
$436K -$42.9K -322 -8%
BCM
1709
Brasada Capital Management
Texas
$434K -$1.8M -13,531 -78%
FFM
1710
Forum Financial Management
Illinois
$433K -$220K -1,654 -31%
EAM
1711
Eschler Asset Management
United Kingdom
$431K -$480K -3,604 -49%
FMTC
1712
Farmers & Merchants Trust Company
California
$431K -$43.5K -327 -8%
MA
1713
MJP Associates
Connecticut
$431K -$41.8K -314 -8%
MFW
1714
Meristem Family Wealth
Minnesota
$430K -$767K -5,766 -61%
CL
1715
CPWM LLC
Washington
$430K -$1.86K -14 -0.4%
MA
1716
MONECO Advisors
Connecticut
$430K +$3.33K +25 +0.7%
IIM
1717
Ironwood Investment Management
Massachusetts
$429K +$96K +721 +24%
BAM
1718
Bruderman Asset Management
New York
$429K +$495K +3,717 New
BCM
1719
Bienville Capital Management
New York
$428K -$200K -1,500 -29%
TCBWMS
1720
Texas Capital Bank Wealth Management Services
Texas
$428K -$80.4K -604 -14%
EAM
1721
Evanson Asset Management
California
$427K +$20.6K +155 +4%
TFCP
1722
Twin Focus Capital Partners
Massachusetts
$427K +$34.7K +261 +8%
KMWM
1723
Keudell/Morrison Wealth Management
Oregon
$427K +$56.8K +427 +13%
MSS
1724
Mitchell Sinkler & Starr
Pennsylvania
$426K -$1.33K -10 -0.3%
PHIC
1725
Pine Haven Investment Counsel
Massachusetts
$423K +$164K +1,235 +51%