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Name Holding Trade Value Shares
Change
Change in
Stake
CC
2301
Cannell & Co
New York
$280K +$236K +1,350 New
MKC
2302
M. Kraus & Co
Vermont
$280K +$235K +1,349 New
OFW
2303
Omnia Family Wealth
Florida
$280K +$235K +1,349 New
GSIS
2304
Global Strategic Investment Solutions
Arizona
$279K +$234K +1,343 New
KIG
2305
Kennedy Investment Group
New Jersey
$279K +$234K +1,343 New
IF
2306
IRON Financial
Illinois
$278K -$119K -683 -34%
OA
2307
Operose Advisors
Wisconsin
$278K +$16.2K +93 +7%
CCA
2308
Column Capital Advisors
Indiana
$278K +$24.4K +140 +12%
SSW
2309
Smith Shellnut Wilson
Mississippi
$277K +$233K +1,335 New
MFA
2310
Morling Financial Advisors
California
$277K +$4.54K +26 +2%
AA
2311
AlphaMark Advisors
Kentucky
$276K +$24.1K +138 +12%
OCM
2312
Objective Capital Management
Ohio
$276K +$232K +1,330 New
BWM
2313
BlackDiamond Wealth Management
New York
$275K -$22.7K -130 -7%
ONSWM
2314
Old North State Wealth Management
North Carolina
$274K +$230K +1,321 New
CCM
2315
Carlson Capital Management
Minnesota
$274K +$230K +1,321 New
CA
2316
Callahan Advisors
Texas
$273K +$229K +1,315 New
PCA
2317
Peddock Capital Advisors
Massachusetts
$272K +$229K +1,311 New
LFGO
2318
Legacy Financial Group (Oklahoma)
Oklahoma
$271K +$228K +1,308 New
BFO
2319
Biltmore Family Office
North Carolina
$271K +$228K +1,306 New
OWM
2320
Opes Wealth Management
California
$271K +$228K +1,305 New
CSS
2321
Cubist Systematic Strategies
Connecticut
$270K -$13M -74,418 -98%
NECFA
2322
New England Capital Financial Advisors
Connecticut
$269K +$9.07K +52 +4%
SIA
2323
Strategic Investment Advisors
Michigan
$269K -$85.7K -491 -27%
AMG
2324
Advisors Management Group
Wisconsin
$268K +$226K +1,294 New
LFM
2325
LGT Fund Management
Liechtenstein
$268K +$225K +1,290 New