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Name Holding Trade Value Shares
Change
Change in
Stake
PHK
976
Point72 Hong Kong
Hong Kong
$235K -$228K -2,962 -45%
MSAM
977
Moloney Securities Asset Management
Missouri
$235K +$2.85K +37 +1%
RTS
978
Round Table Services
New Jersey
$235K +$63.9K +830 +30%
BFM
979
Boothbay Fund Management
New York
$235K +$274K +3,561 New
CAMG
980
CWA Asset Management Group
Florida
$234K +$273K +3,545 New
PFSC
981
Peoples Financial Services Corp
Pennsylvania
$233K +$3.85K +50 +1%
LIM
982
Loudon Investment Management
New Hampshire
$233K +$21.4K +278 +9%
SFG
983
Summit Financial Group
West Virginia
$233K +$271K +3,528 New
SFSG
984
Stearns Financial Services Group
North Carolina
$232K +$846 +11 +0.3%
BA
985
Ballew Advisors
Mississippi
$229K +$6.92K +90 +3%
BCM
986
BTC Capital Management
Iowa
$229K +$267K +3,466 New
HWMG
987
Hurlow Wealth Management Group
Indiana
$226K +$241K +3,138 New
VHAM
988
Van Hulzen Asset Management
California
$225K +$262K +3,401 New
HB
989
Homrich & Berg
Georgia
$223K +$20.2K +262 +8%
BSW
990
Buckingham Strategic Wealth
Missouri
$222K -$14.6K -190 -5%
LFASL
991
Lugano Financial Advisors SA (LFA)
Switzerland
$222K – – –
ONST
992
Old North State Trust
North Carolina
$222K +$46.6K +606 +22%
IFWM
993
Institute for Wealth Management
Colorado
$222K +$258K +3,355 New
LA
994
Lau Associates
Delaware
$218K +$254K +3,300 New
ITIM
995
Indiana Trust & Investment Management
Indiana
$216K -$15.4K -200 -6%
PA
996
Parallel Advisors
California
$216K -$7.16K -93 -3%
BW
997
Bison Wealth
Georgia
$214K -$41.5K -539 -14%
LWA
998
Lenox Wealth Advisors
New York
$213K – – –
VFA
999
Voya Financial Advisors
Connecticut
$212K -$87K -1,131 -26%
FNBT
1000
FineMark National Bank & Trust
Florida
$211K +$1.54K +20 +0.6%