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Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
726
Harbor Investment Advisory
Maryland
$228K -$78.2K -480 -24%
CAMG
727
CWA Asset Management Group
Florida
$226K +$241K +1,482 New
GIA
728
Gladstone Institutional Advisory
Florida
$223K +$26.1K +160 +12%
CS
729
Comerica Securities
Michigan
$223K -$3.75K -23 -2%
CIAS
730
Capital Investment Advisory Services
North Carolina
$222K +$50.1K +308 +27%
FP
731
Financial Perspectives
Minnesota
$222K +$2.28K +14 +1%
PCM
732
Penserra Capital Management
California
$221K +$12.7K +78 +6%
SIG
733
Spinnaker Investment Group
California
$221K -$31.7K -195 -12%
MG
734
Marex Group
$221K +$34.5K +212 +17%
QC
735
QCM Cayman
Texas
$219K -$125K -765 -35%
PCS
736
Personal CFO Solutions
New Jersey
$215K +$1.79K +11 +0.8%
RMC
737
Regis Management Company
California
$214K – – –
BFS
738
Bard Financial Services
Connecticut
$214K – – –
BAM
739
Bosun Asset Management
Illinois
$214K – – –
RGI
740
River Global Investors
United Kingdom
$212K -$4.88K -30 -2%
AC
741
ASB Consultores
Florida
$212K -$167K -1,024 -42%
WWM
742
Wolff Wiese Magana
California
$212K -$1.3K -8 -0.6%
RFC
743
Regions Financial Corp
Alabama
$210K +$163 +1 +0.1%
FNBT
744
FineMark National Bank & Trust
Florida
$209K – – –
SCA
745
Stonebridge Capital Advisors
Minnesota
$209K +$1.95K +12 +0.9%
RCAG
746
Rehmann Capital Advisory Group
Michigan
$207K +$15K +92 +7%
SWM
747
Spire Wealth Management
Virginia
$206K +$63.7K +391 +41%
CCM
748
Coldstream Capital Management
Washington
$204K -$136K -836 -39%
FCM
749
Fourpath Capital Management
Oklahoma
$203K -$7.16K -44 -3%
EWM
750
Evercore Wealth Management
New York
$203K -$1.14K -7 -0.5%
28 29
30
31 32