Name Holding Trade Value Shares
Change
Change in
Stake
NHFG
2301
New Harbor Financial Group
Massachusetts
$281K +$236K +1,355 New
CC
2302
Cannell & Co
New York
$280K +$236K +1,350 New
MKC
2303
M. Kraus & Co
Vermont
$280K +$235K +1,349 New
OFW
2304
Omnia Family Wealth
Florida
$280K +$235K +1,349 New
GSIS
2305
Global Strategic Investment Solutions
Arizona
$279K +$234K +1,343 New
KIG
2306
Kennedy Investment Group
New Jersey
$279K +$234K +1,343 New
IF
2307
IRON Financial
Illinois
$278K -$119K -683 -34%
OA
2308
Operose Advisors
Wisconsin
$278K +$16.2K +93 +7%
CCA
2309
Column Capital Advisors
Indiana
$278K +$24.4K +140 +12%
SSW
2310
Smith Shellnut Wilson
Mississippi
$277K +$233K +1,335 New
MFA
2311
Morling Financial Advisors
California
$277K +$4.54K +26 +2%
AA
2312
AlphaMark Advisors
Kentucky
$276K +$24.1K +138 +12%
OCM
2313
Objective Capital Management
Ohio
$276K +$232K +1,330 New
BWM
2314
BlackDiamond Wealth Management
New York
$275K -$22.7K -130 -7%
ONSWM
2315
Old North State Wealth Management
North Carolina
$274K +$230K +1,321 New
CCM
2316
Carlson Capital Management
Minnesota
$274K +$230K +1,321 New
CA
2317
Callahan Advisors
Texas
$273K +$229K +1,315 New
PCA
2318
Peddock Capital Advisors
Massachusetts
$272K +$229K +1,311 New
LFGO
2319
Legacy Financial Group (Oklahoma)
Oklahoma
$271K +$228K +1,308 New
BFO
2320
Biltmore Family Office
North Carolina
$271K +$228K +1,306 New
OWM
2321
Opes Wealth Management
California
$271K +$228K +1,305 New
CSS
2322
Cubist Systematic Strategies
Connecticut
$270K -$13M -74,418 -98%
NECFA
2323
New England Capital Financial Advisors
Connecticut
$269K +$9.07K +52 +4%
SIA
2324
Strategic Investment Advisors
Michigan
$269K -$85.7K -491 -27%
AMG
2325
Advisors Management Group
Wisconsin
$268K +$226K +1,294 New