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Name Holding Trade Value Shares
Change
Change in
Stake
SMC
1826
Smith, Moore & Co
Missouri
$610K +$100K +462 +17%
GHAM
1827
Gilman Hill Asset Management
Connecticut
$610K +$425K +1,966 +155%
MFG
1828
Menard Financial Group
Texas
$609K +$501K +2,315 +253%
HG
1829
Harbor Group
New Hampshire
$607K – – –
OHWP
1830
Oak Harbor Wealth Partners
North Carolina
$607K +$697K +3,219 New
KWA
1831
KCS Wealth Advisory
California
$604K +$693K +3,205 New
PC
1832
Periscope Capital
Ontario, Canada
$602K +$690K +3,190 New
MIM
1833
Merrion Investment Management
New Jersey
$600K -$216K -1,000 -24%
PWM
1834
Prentice Wealth Management
New York
$600K +$1.95K +9 +0.3%
RIM
1835
Redwood Investment Management
Arizona
$600K +$272K +1,257 +65%
NEWAS
1836
N.E.W. Advisory Services
Wisconsin
$599K +$105K +486 +18%
MGIM
1837
M&G Investment Management
United Kingdom
$598K -$59.1M -272,950 -99%
WAM
1838
WNY Asset Management
New York
$596K +$684K +3,160 New
NF
1839
NTB Financial
Colorado
$594K +$682K +3,151 New
PP
1840
Patron Partners
Texas
$593K +$161K +743 +31%
5L
1841
55I LLC
Massachusetts
$592K -$758K -3,505 -53%
PA
1842
PFG Advisors
Arizona
$587K -$961K -4,443 -59%
PWM
1843
Palumbo Wealth Management
New York
$587K -$45.2K -209 -6%
BOS
1844
Bank of Stockton
California
$585K -$21.6K -100 -3%
HFP
1845
Holistic Financial Partners
Indiana
$585K +$131K +607 +24%
LFM
1846
LGT Fund Management
Liechtenstein
$585K +$671K +3,100 New
ZIG
1847
Zullo Investment Group
Pennsylvania
$584K +$670K +3,095 New
AG
1848
Ascent Group
Virginia
$584K +$773K +3,571 New
WSC
1849
Wellington Shields & Co
New York
$582K +$106K +488 +19%
CF
1850
Copperwynd Financial
Arizona
$580K -$1.11M -5,131 -63%