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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
776
Tocqueville Asset Management
New York
$209K +$152K +2,070 New
CPWM
777
Cypress Point Wealth Management
Texas
$208K +$151K +2,060 New
TDC
778
Thompson Davis & Co
Virginia
$208K +$151K +2,060 New
NWM
779
Napa Wealth Management
California
$207K +$150K +2,050 New
TSWM
780
Tyler-Stone Wealth Management
Ohio
$207K +$150K +2,050 New
ORG
781
Optimist Retirement Group
Washington
$205K +$149K +2,030 New
QCG
782
Quadrant Capital Group
Ohio
$204K +$81.3K +1,110 +122%
OWM
783
Opes Wealth Management
California
$204K +$148K +2,020 New
WT
784
Washington Trust
Rhode Island
$204K +$148K +2,020 New
FOA
785
Five Oceans Advisors
California
$203K +$147K +2,010 New
SOAG
786
Silver Oak Advisory Group
Oregon
$203K +$147K +2,000 New
AC
787
AXQ Capital
New Jersey
$202K -$659K -9,000 -82%
DWP
788
Daymark Wealth Partners
Ohio
$202K +$147K +2,000 New
MCI
789
MRP Capital Investments
Georgia
$202K +$147K +2,000 New
OGC
790
Oak Grove Capital
New Hampshire
$202K +$147K +2,000 New
DWA
791
Delap Wealth Advisory
Oregon
$201K +$146K +1,990 New
RWM
792
Rockline Wealth Management
New York
$201K +$146K +1,990 New
FHA
793
First Horizon Advisors
Tennessee
$200K +$37.4K +510 +35%
VFA
794
Virtus Fund Advisers
Connecticut
$199K +$13.2K +180 +10%
VSQM
795
V-Square Quantitative Management
Illinois
$194K +$141K +1,920 New
WSCM
796
Wellington Shields Capital Management
New York
$192K +$139K +1,900 New
SIC
797
SJS Investment Consulting
Ohio
$176K +$114K +1,560 +867%
KOCAA
798
Knights of Columbus Asset Advisors
Connecticut
$170K -$8.71M -118,840 -99%
RA
799
Rise Advisors
New York
$170K +$123K +1,680 New
AIC
800
Archer Investment Corporation
Indiana
$165K +$119K +1,630 New