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Name Holding Trade Value Shares
Change
Change in
Stake
PCMH
701
Polymer Capital Management (HK)
Hong Kong
$910K +$735K +4,068 New
MIC
702
Means Investment Company
Maine
$898K -$120K -666 -14%
IAS
703
Insigneo Advisory Services
Florida
$896K +$9.4K +52 +1%
YDMI
704
Y.D. More Investments
Israel
$895K +$90.4K +500 +14%
CPM
705
Connective Portfolio Management
New York
$895K +$723K +4,000 New
ACM
706
AlphaStar Capital Management
North Carolina
$892K +$720K +3,985 New
NICM
707
Neo Ivy Capital Management
New York
$874K -$165K -912 -19%
CIA
708
Concurrent Investment Advisors
Florida
$873K +$276K +1,525 +64%
PCH
709
PGIM Custom Harvest
New Jersey
$872K -$91.3K -505 -11%
WIA
710
Wealthedge Investment Advisors
New York
$872K +$705K +3,897 New
EPA
711
Element Pointe Advisors
Florida
$872K -$1.99K -11 -0.3%
WA
712
Wealth Alliance
New York
$869K -$82.3K -455 -10%
MFA
713
Mayflower Financial Advisors
Massachusetts
$869K +$26.9K +149 +4%
BCG
714
Breakwater Capital Group
New Jersey
$866K +$108K +596 +18%
BRWA
715
B. Riley Wealth Advisors
Florida
$865K +$699K +3,865 New
Kovitz Investment Group Partners
716
Kovitz Investment Group Partners
Illinois
$861K -$13.7K -76 -2%
SS
717
Sunbelt Securities
Texas
$857K +$47.9K +265 +5%
WPC
718
Wedmont Private Capital
Pennsylvania
$855K -$181 -1 -0%
WSC
719
Wellington Shields & Co
New York
$850K -$163K -900 -19%
TWM
720
Tradition Wealth Management
Minnesota
$849K -$3.44K -19 -0.5%
DC
721
Davenport & Co
Virginia
$846K +$217K +1,201 +47%
YCM
722
Yousif Capital Management
Michigan
$845K -$24K -133 -3%
IUHSA
723
Itau Unibanco Holding S.A.
Brazil
$840K -$118K -650 -15%
WS
724
Wedbush Securities
California
$832K +$8.68K +48 +1%
SCA
725
Snowden Capital Advisors
New York
$829K +$253K +1,398 +61%