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Name Holding Trade Value Shares
Change
Change in
Stake
DC
1876
Diametric Capital
Massachusetts
$356K +$490K +26,480 New
GFS
1877
GYL Financial Synergies
Connecticut
$355K -$23K -1,242 -6%
PCMU
1878
Paragon Capital Management (Utah)
Utah
$354K -$14.3K -775 -4%
Westwood Holdings Group
1879
Westwood Holdings Group
Texas
$354K -$1.26M -68,210 -72%
Summit Trail Advisors
1880
Summit Trail Advisors
New York
$354K -$56.3K -3,044 -13%
MA
1881
MBA Advisors
Pennsylvania
$354K -$43.1K -2,332 -11%
BOC
1882
Barbara Oil Co
Illinois
$354K – – –
TI
1883
Telemetry Investments
New York
$354K – – –
CWP
1884
Concord Wealth Partners
Virginia
$350K -$25.1K -1,354 -6%
WTFG
1885
Wells Trecaso Financial Group
Ohio
$350K -$21.2K -1,144 -6%
FB
1886
First Bancorp
Maine
$350K – – –
CCMINC
1887
Cardinal Capital Management Inc (North Carolina)
North Carolina
$350K +$362K +19,591 New
Destination Wealth Management
1888
Destination Wealth Management
California
$350K +$363K +19,618 New
KTC
1889
Kistler-Tiffany Companies
Pennsylvania
$349K +$42.6K +2,301 +13%
WAS
1890
Winch Advisory Services
Wisconsin
$349K +$72.1K +3,898 +25%
GWA
1891
GGM Wealth Advisors
Maryland
$346K +$118K +6,367 +37%
MFT
1892
Moisand Fitzgerald Tamayo
Florida
$345K -$30.7K -1,659 -8%
SL
1893
SWMG LLC
Texas
$345K – – –
SFG
1894
Sowa Financial Group
Rhode Island
$345K +$2.26K +122 +0.6%
BA
1895
Ballast Advisors
Minnesota
$345K +$2.28K +123 +0.6%
KBG
1896
Kahn Brothers Group
New York
$344K +$356K +19,260 New
PCM
1897
Princeton Capital Management
New Jersey
$344K -$2.22M -120,189 -86%
Signature Estate & Investment Advisors
1898
Signature Estate & Investment Advisors
California
$344K -$25K -1,351 -7%
MA
1899
MJP Associates
Connecticut
$344K +$16.2K +878 +5%
HWA
1900
HHM Wealth Advisors
Tennessee
$344K +$84.5K +4,569 +31%