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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1526
Alpha Windward
Massachusetts
$244K -$556 -6 -0.2%
FNBOO
1527
First National Bank of Omaha
Nebraska
$244K +$256K +2,762 New
BDF
1528
Black Diamond Financial
Maryland
$243K +$255K +2,750 New
WCM
1529
Wedge Capital Management
North Carolina
$242K
PHK
1530
Point72 Hong Kong
Hong Kong
$241K -$307K -3,311 -55%
HW
1531
Hamilton Wealth
California
$241K -$18.5K -200 -7%
EBT
1532
Enterprise Bank & Trust
Massachusetts
$241K +$11.6K +125 +5%
WPW
1533
Winthrop Partners - WNY
New York
$241K
POIA
1534
Pin Oak Investment Advisors
Texas
$240K -$119K -1,288 -32%
MF
1535
Manchester Financial
California
$239K -$12.3K -133 -5%
CWA
1536
Clarus Wealth Advisors
Arizona
$239K +$211K +2,272 +527%
CHA
1537
Cooper/Haims Advisors
New York
$238K
TFF
1538
The Family Firm
Maryland
$238K +$834 +9 +0.3%
ESBC
1539
E.S. Barr & Co
Kentucky
$237K -$13.9K -150 -5%
WAS
1540
Winch Advisory Services
Wisconsin
$237K +$225K +2,424 +958%
QCM
1541
Quantinno Capital Management
New York
$236K +$247K +2,664 New
LCM
1542
Liberty Capital Management
Michigan
$235K
CFS
1543
CRA Financial Services
New Jersey
$234K -$64.2K -692 -21%
CH
1544
Canton Hathaway
Rhode Island
$234K -$278 -3 -0.1%
CCIA
1545
Campbell & Co Investment Adviser
Maryland
$234K +$245K +2,642 New
CA
1546
Callahan Advisors
Texas
$233K
CC
1547
Cedar Capital
Illinois
$233K +$4.91K +53 +2%
CP
1548
Camelot Portfolios
Ohio
$232K -$93.1K -1,004 -28%
NRS
1549
Neville Rodie & Shaw
New York
$231K +$1.48K +16 +0.6%
PWA
1550
Physician Wealth Advisors
Utah
$231K +$256K +2,763 New