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Name Holding Trade Value Shares
Change
Change in
Stake
MB
1051
MidFirst Bank
Oklahoma
$322K +$304K +8,387 New
AU
1052
AlphaGrep UK
$319K +$302K +8,319 New
JEST
1053
JTC Employer Solutions Trustee
Jersey
$319K – – –
EWA
1054
EverSource Wealth Advisors
Alabama
$318K +$34.6K +955 +13%
DE
1055
Diversified Enterprises
Delaware
$317K +$299K +8,256 New
CPA
1056
Capital Performance Advisors
California
$317K +$299K +8,250 New
RIP
1057
Reliant Investment Partners
North Carolina
$314K -$21.8K -600 -7%
PWMAG
1058
Pinnacle Wealth Management Advisory Group
New Jersey
$313K +$296K +8,163 New
DG
1059
DMC Group
Alabama
$312K -$84.1K -2,319 -22%
KA
1060
Kovack Advisors
Florida
$311K -$43.9K -1,212 -13%
UBP
1061
Union Bancaire Privee
Switzerland
$311K +$12K +330 +4%
KCM
1062
Kempner Capital Management
Texas
$310K -$1.76M -48,551 -86%
CAM
1063
Councilmark Asset Management
Tennessee
$309K +$2.72K +75 +0.9%
HIP
1064
HUB Investment Partners
Texas
$309K -$6.24K -172 -2%
VC
1065
Veracity Capital
Georgia
$308K -$17.1K -472 -6%
PNAA
1066
Pictet North America Advisors
Switzerland
$307K – – –
REMPR
1067
Roof Eidam Maycock Peralta (REMP)
California
$307K – – –
SI
1068
Symmetry Investments
Jersey
$307K +$290K +8,000 New
BA
1069
Bridgewater Advisors
New York
$307K +$251K +6,937 New
GAAM
1070
Guinness Atkinson Asset Management
California
$305K +$17.1K +473 +6%
LW
1071
Linscomb Wealth
Texas
$304K -$38.4K -1,058 -12%
CNBT
1072
Cornerstone National Bank & Trust
Illinois
$302K -$323K -8,919 -53%
CFP
1073
Catalyst Financial Partners
Massachusetts
$302K +$285K +7,859 New
WBC
1074
Westpac Banking Corp
Australia
$302K +$75K +2,070 +36%
RCA
1075
Resonant Capital Advisors
Wisconsin
$299K +$19.6K +541 +8%