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Name Holding Trade Value Shares
Change
Change in
Stake
CL
1726
CIM LLC
New York
$270K -$68.3K -450 -21%
PCA
1727
Prosperity Capital Advisors
Ohio
$270K -$45.5K -300 -16%
LC
1728
LCNB Corp
Ohio
$270K +$10.6K +70 +5%
BHWM
1729
Beaird Harris Wealth Management
Texas
$268K – – –
CA
1730
Commerzbank Aktiengesellschaft
Germany
$268K -$248K -1,636 -52%
MIM
1731
Moseley Investment Management
Florida
$267K +$233K +1,534 New
SDWIA
1732
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$266K – – –
CPA
1733
Cardiff Park Advisors
California
$266K +$8.65K +57 +4%
RSWM
1734
Robertson Stephens Wealth Management
California
$265K +$231K +1,521 New
TW
1735
TrinityPoint Wealth
Connecticut
$265K – – –
PAMG
1736
Patton Albertson Miller Group
Tennessee
$265K +$231K +1,526 New
SFG
1737
Sunburst Financial Group
Alabama
$265K +$231K +1,526 New
WRPWM
1738
Werba Rubin Papier Wealth Management
California
$265K +$231K +1,525 New
AFA
1739
AA Financial Advisors
Ohio
$264K +$231K +1,520 New
VC
1740
Veery Capital
Delaware
$263K -$1.52K -10 -0.7%
CA
1741
Calton & Associates
Florida
$263K +$230K +1,513 New
DC
1742
Defender Capital
North Carolina
$262K – – –
BIA
1743
Barry Investment Advisors
Massachusetts
$262K +$152 +1 +0.1%
GCIA
1744
Gabelli & Co Investment Advisers
New York
$261K – – –
ICA
1745
Infrastructure Capital Advisors
New York
$261K +$228K +1,500 New
WP
1746
Westmount Partners
California
$260K +$4.55K +30 +2%
PCTC
1747
Perkins Coie Trust Company
Washington
$260K – – –
IGGA
1748
Iron Gate Global Advisors
Utah
$259K -$15.3K -101 -6%
1CP
1749
17 Capital Partners
Arizona
$258K – – –
1SB
1750
1ST Source Bank
Indiana
$257K +$224K +1,476 New