Name Holding Trade Value Shares
Change
Change in
Stake
MA
1601
MJP Associates
Connecticut
$604K -$117K -602 -16%
ACM
1602
Ascent Capital Management
Oregon
$602K +$590K +3,049 New
DBRC
1603
D.B. Root & Company
Pennsylvania
$601K -$66.6K -344 -10%
HGA
1604
Hobbs Group Advisors
South Carolina
$601K +$43.9K +227 +8%
PG
1605
Patten Group
Tennessee
$598K +$2.52K +13 +0.4%
RPC
1606
Rossmore Private Capital
Connecticut
$594K – – –
NHC
1607
Nicholas Hoffman & Company
Georgia
$594K +$118K +610 +25%
PW
1608
PUREfi Wealth
Massachusetts
$594K +$582K +3,007 New
MMA
1609
Miracle Mile Advisors
California
$594K +$204K +1,052 +54%
HFW
1610
Horizon Family Wealth
Illinois
$593K -$22.8K -118 -4%
WSCM
1611
Wellington Shields Capital Management
New York
$592K +$232K +1,200 +67%
SAM
1612
Storebrand Asset Management
Norway
$592K -$19.4K -100 -3%
RA
1613
Ruggaard & Associates
Ohio
$592K -$85K -439 -13%
GAM
1614
Gemmer Asset Management
California
$591K +$579K +2,991 New
IHL
1615
Investment House LLC
California
$588K -$2.32M -11,970 -80%
WWA
1616
Wisconsin Wealth Advisors
Wisconsin
$587K +$576K +2,974 New
DI
1617
Disciplined Investors
Texas
$583K +$561K +2,897 New
SAM
1618
SP Asset Management
California
$579K +$1.55K +8 +0.3%
WA
1619
WPG Advisers
Maryland
$577K +$565K +2,922 New
1IA
1620
1834 Investment Advisors
Wisconsin
$577K +$79K +408 +16%
TWM
1621
TCFG Wealth Management
California
$576K -$65K -336 -10%
OPWM
1622
Oregon Pacific Wealth Management
Oregon
$574K +$562K +2,905 New
AZ
1623
Alpha Zero
Florida
$573K +$562K +2,903 New
JE
1624
JMAC Enterprises
Pennsylvania
$573K +$19.2K +99 +4%
LCM
1625
LRT Capital Management
Texas
$573K -$1.92M -9,913 -77%