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Name Holding Trade Value Shares
Change
Change in
Stake
BC
801
Bayforest Capital
United Kingdom
$278 -$242K -15,520 -100%
RF
802
Roxbury Financial
New Jersey
$260 – – –
SNBOSCI
803
Security National Bank of Sioux City Iowa
Iowa
$260 +$234 +15 New
BGA
804
Battery Global Advisors
Massachusetts
$226 – – –
BWS
805
Buck Wealth Strategies
Colorado
$226 +$203 +13 New
HWP
806
Highline Wealth Partners
California
$208 -$39.2K -2,512 -100%
PMFA
807
Plante Moran Financial Advisors
Michigan
$208 +$187 +12 New
PTC
808
Private Trust Company
Ohio
$191 – – –
MG
809
Mather Group
Illinois
$177 – – –
FMII
810
Farmers & Merchants Investments Inc
Nebraska
$174 – – –
SN
811
Sittner & Nelson
Oregon
$174 +$78 +5 +100%
ACA
812
Atlas Capital Advisors
Wyoming
$156 – – –
AWM
813
Activest Wealth Management
Florida
$156 +$140 +9 New
NAMP
814
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$127 +$125 +8 New
MCA
815
Maryland Capital Advisors
Maryland
$122 +$109 +7 New
HHGA
816
Halbert Hargrove Global Advisors
California
$114 +$109 +7 New
DCM
817
Davidson Capital Management
Texas
$105 – – –
BAM
818
Byrne Asset Management
New Jersey
$104 – – –
AWA
819
Acumen Wealth Advisors
Tennessee
$87 – – –
BIM
820
Bullseye Investment Management
Ohio
$87 – – –
DCM
821
Davis Capital Management
Florida
$52 – – –
KG
822
Kilter Group
New York
$18 -$312 -20 -95%
CA
823
Crewe Advisors
Utah
$18 – – –
DWM
824
Darwin Wealth Management
Florida
$1 – – –
Connor, Clark & Lunn Investment Management (CC&L)
825
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$9.08M -603,317 Closed