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Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1676
Goldstream Capital Management
Hong Kong
$196K +$179K +1,440 New
CT
1677
Colonial Trust
South Carolina
$194K -$1.12K -9 -0.6%
ADL
1678
Asset Dedication LLC
California
$191K +$135K +1,083 +325%
BWL
1679
Bogart Wealth LLC
Virginia
$185K +$77.4K +623 +85%
TF
1680
Tompkins Financial
New York
$184K +$12.4K +100 +8%
HT
1681
Headlands Technologies
Illinois
$182K +$166K +1,337 New
TIM
1682
Tortoise Investment Management
New York
$179K +$114K +917 +228%
WPWM
1683
Western Pacific Wealth Management
Illinois
$179K – – –
DWA
1684
Dougherty Wealth Advisers
Minnesota
$174K – – –
QC
1685
Quent Capital
New York
$170K +$497 +4 +0.3%
TCM
1686
Traynor Capital Management
Pennsylvania
$167K +$153K +1,228 New
WAS
1687
Winch Advisory Services
Wisconsin
$165K -$5.84K -47 -4%
SR
1688
Syntax Research
Florida
$163K – – –
TLCM
1689
Twin Lakes Capital Management
California
$153K – – –
FFA
1690
First Foundation Advisors
California
$151K +$138K +1,112 New
RDFA
1691
Ritter Daniher Financial Advisory
Ohio
$150K – – –
PMAM
1692
Picton Mahoney Asset Management
Ontario, Canada
$150K +$137K +1,100 New
SAG
1693
Spotlight Asset Group
Illinois
$138K -$11.3K -91 -8%
CB
1694
CNB Bank
Pennsylvania
$138K – – –
GTAM
1695
Global Trust Asset Management
Florida
$137K -$124 -1 -0.1%
BCC
1696
Biglari Capital Corp
Texas
$136K -$8.98M -72,272 -99%
MMG
1697
Monetary Management Group
Missouri
$136K – – –
TIM
1698
Thompson Investment Management
Wisconsin
$136K – – –
IGWM
1699
ICA Group Wealth Management
Colorado
$136K +$77.8K +626 +168%
NFSG
1700
Newbridge Financial Services Group
Florida
$134K +$41.6K +335 +52%