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Name Holding Trade Value Shares
Change
Change in
Stake
LDFR
2076
Lehman & Derafelo Financial Resources
Pennsylvania
$442K +$7.92K +30 +2%
AIP
2077
Ahrens Investment Partners
Louisiana
$442K +$82.4K +312 +26%
OMIC
2078
Old Mission Investment Co
Michigan
$440K – – –
BA
2079
Bridgewater Associates
Connecticut
$438K +$29.1K +110 +8%
GSEP
2080
Golden State Equity Partners
California
$438K +$33.5K +127 +9%
EC
2081
EJF Capital
Virginia
$437K -$1.08M -4,100 -73%
GC
2082
Grace Capital
Massachusetts
$437K -$211K -800 -35%
MC
2083
Matisse Capital
Oregon
$437K -$132K -500 -25%
FA
2084
Fortis Advisors
Pennsylvania
$437K – – –
LAI
2085
Legal Advantage Investments
California
$437K – – –
MCG
2086
MACRO Consulting Group
New Jersey
$436K -$14.8K -56 -4%
SIC
2087
Samalin Investment Counsel
New York
$436K -$5.55K -21 -1%
NIMI
2088
Natixis Investment Managers International
France
$436K +$43.3K +164 +12%
EPFB
2089
Employees Provident Fund Board
Malaysia
$434K +$393K +1,489 New
MFS
2090
Madrona Financial Services
Washington
$433K – – –
KIG
2091
Kowal Investment Group
Wisconsin
$433K +$75.3K +285 +24%
CFO
2092
Collective Family Office
Pennsylvania
$432K -$7.66K -29 -2%
CBFP
2093
Cedar Brook Financial Partners
Ohio
$431K -$29.8K -113 -7%
AWM
2094
AllSquare Wealth Management
New York
$431K – – –
FNC
2095
First National Corp
Massachusetts
$428K -$46.2K -175 -7%
CPC
2096
Consolidated Planning Corp
Georgia
$428K – – –
RIG
2097
Roosevelt Investment Group
New York
$428K +$26.9K +102 +7%
EGA
2098
E&G Advisors
Texas
$426K -$384K -1,454 Closed
CBN
2099
Cadence Bank NA
Texas
$425K – – –
GWAG
2100
Garrett Wealth Advisory Group
Texas
$425K – – –