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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
926
Jacobi Capital Management
Pennsylvania
$397K +$10.7K +50 +3%
PCMH
927
Polymer Capital Management (HK)
Hong Kong
$395K -$498K -2,317 -57%
ACS
928
Archford Capital Strategies
Illinois
$394K -$1.29K -6 -0.3%
CWIG
929
Chung Wu Investment Group
Texas
$394K +$364K +1,695 +3,390%
OP
930
ORG Partners
Indiana
$392K -$11.4K -53 -3%
WGC
931
Watts Gwilliam & Co
Arizona
$391K – – –
AA
932
Alta Advisers
United Kingdom
$390K – – –
GIA
933
Gladstone Institutional Advisory
Florida
$390K +$128K +596 +53%
AP
934
Americana Partners
Texas
$388K -$4.96M -23,100 -93%
MWM
935
Moran Wealth Management
Florida
$387K +$368K +1,714 New
GS
936
GTS Securities
Florida
$385K +$367K +1,708 New
BFG
937
Birch Financial Group
New Hampshire
$385K +$47.5K +221 +15%
BFG
938
Beacon Financial Group
Texas
$384K +$1.5K +7 +0.4%
PW
939
Pandora Wealth
Illinois
$383K – – –
CCFM
940
Clear Creek Financial Management
Washington
$378K -$83.7K -390 -19%
BF
941
BOK Financial
Oklahoma
$377K -$11.2K -52 -3%
DS
942
DRW Securities
Illinois
$375K -$1.13M -5,279 -76%
MA
943
MJP Associates
Connecticut
$375K +$357K +1,661 New
AA
944
Altrafin AG
$370K – – –
PWAM
945
Papamarkou Wellner Asset Management
New York
$369K -$118K -550 -25%
SF
946
Synovus Financial
Georgia
$369K +$36.3K +169 +12%
TAM
947
Tocqueville Asset Management
New York
$368K +$94.5K +440 +37%
CSB
948
City State Bank
Iowa
$366K – – –
MYIA
949
Mount Yale Investment Advisors
Colorado
$361K -$250K -1,163 -42%
FP
950
Fiduciary Planning
Florida
$361K – – –