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Name Holding Trade Value Shares
Change
Change in
Stake
CC
1901
Callan Capital
California
$530K – – –
PL
1902
Plancorp LLC
Missouri
$530K +$224K +1,036 +58%
BWCS
1903
Beirne Wealth Consulting Services
Connecticut
$529K -$86.6K -400 -12%
BFM
1904
Boothbay Fund Management
New York
$526K -$2.49M -11,505 -80%
FBC
1905
Fairfield, Bush & Co
Connecticut
$526K -$1.48M -6,855 -71%
SIA
1906
SkyView Investment Advisors
New Jersey
$526K +$14.7K +68 +2%
GS
1907
Gagnon Securities
New York
$523K +$56K +259 +10%
AF
1908
Allworth Financial
California
$522K -$142K -655 -19%
SAM
1909
SP Asset Management
California
$518K +$7.36K +34 +1%
AP
1910
Arlington Partners
Alabama
$518K +$50.4K +233 +9%
FFS
1911
Founders Financial Securities
Maryland
$518K +$296K +1,369 +99%
EI
1912
Ellevest Inc
New York
$517K -$866 -4 -0.1%
CL
1913
COWA LLC
Oklahoma
$516K +$592K +2,738 New
FNBSF
1914
First National Bank Sioux Falls
South Dakota
$514K – – –
AMC
1915
Asset Management Corp
Illinois
$514K +$116K +536 +24%
6F
1916
626 Financial
Michigan
$514K +$590K +2,727 New
GL
1917
Graypoint LLC
New York
$511K +$101K +469 +21%
MC
1918
Mathes Company
New York
$509K +$584K +2,700 New
CCFCSB
1919
Cape Cod Five Cents Savings Bank
Massachusetts
$508K -$25.1K -116 -4%
NIM
1920
NuWave Investment Management
New Jersey
$507K +$309K +1,426 +113%
PCMC
1921
Private Capital Management (Colorado)
Colorado
$507K +$582K +2,690 New
LWM
1922
Loveless Wealth Management
Montana
$506K +$37.9K +175 +7%
NB
1923
Nicolet Bankshares
Wisconsin
$504K -$66.6K -308 -10%
SOW
1924
State of Wyoming
Wyoming
$504K -$7.79K -36 -1%
BFO
1925
Biltmore Family Office
North Carolina
$503K -$43.3K -200 -7%