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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
1476
Patriot Financial Group Insurance Agency
Massachusetts
$811K -$12.7K -377 -1%
SGI
1477
Summit Global Investments
Utah
$810K -$2.41M -71,388 -74%
SDAM
1478
Shulman DeMeo Asset Management
New York
$810K -$23.9K -708 -3%
FGA
1479
Fortis Group Advisors
New Jersey
$809K +$65.5K +1,939 +10%
NG
1480
Northstar Group
New York
$808K -$207K -6,138 -20%
FMB
1481
Field & Main Bank
Kentucky
$808K +$83.9K +2,483 +11%
PBK
1482
Peoples Bank (Kansas)
Kansas
$808K +$843K +24,939 New
LSAG
1483
Lake Street Advisors Group
New Hampshire
$808K -$393K -11,634 -32%
FFA
1484
Founders Financial Alliance
North Carolina
$807K -$67K -1,984 -7%
BSA
1485
Bull Street Advisors
Georgia
$807K +$34.6K +1,025 +4%
GAG
1486
GM Advisory Group
New York
$806K +$54.4K +1,609 +7%
HBT
1487
Hills Bank & Trust
Iowa
$804K +$1.93K +57 +0.2%
IP
1488
Investment Partners
Ohio
$804K -$71.7K -2,123 -8%
SMH
1489
Sanders Morris Harris
Texas
$803K +$50.7K +1,500 +6%
CA
1490
Cullinan Associates
Kentucky
$801K -$10M -296,122 -92%
CSC
1491
Caldwell Sutter Capital
California
$799K -$61.2K -1,810 -7%
AIC
1492
Archer Investment Corporation
Indiana
$798K +$218K +6,463 +36%
GLLW
1493
Graves Light Lenhart Wealth
Virginia
$798K -$108K -3,182 -11%
PPW
1494
Parcion Private Wealth
Washington
$798K -$4.9K -145 -0.6%
MFG
1495
Midwest Financial Group
Kansas
$796K -$23.8K -704 -3%
FPF
1496
First Pacific Financial
Washington
$796K -$86.2K -2,551 -9%
TWA
1497
TCI Wealth Advisors
Arizona
$795K -$31K -917 -4%
LI
1498
Lafayette Investments
Maryland
$794K -$67.1K -1,986 -8%
SIM
1499
Sentry Investment Management
Wisconsin
$791K -$170K -5,028 -17%
EW
1500
Evoke Wealth
California
$791K -$16.6K -491 -2%