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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1751
Aevitas Wealth Management
Massachusetts
$942K +$60.9K +1,083 +7%
BFM
1752
Boston Financial Management
Massachusetts
$940K -$66.5K -1,183 -6%
PGIM
1753
Pacific Global Investment Management
California
$935K +$175K +3,109 +22%
CMANY
1754
Capital Management Associates (New York)
New York
$930K -$95.6K -1,700 -9%
KPCM
1755
Kings Point Capital Management
New York
$930K -$31.9K -567 -3%
PHK
1756
Point72 Hong Kong
Hong Kong
$930K +$197K +3,505 +26%
RCA
1757
Rowland Carmichael Advisors
Arizona
$928K -$113K -2,009 -11%
OPA
1758
Old Port Advisors
Maine
$928K +$11.4K +202 +1%
TFCM
1759
Taylor Frigon Capital Management
Arizona
$928K +$20K +355 +2%
ACG
1760
Allen Capital Group
Nebraska
$927K -$6.69K -119 -0.7%
PL
1761
Plancorp LLC
Missouri
$923K -$53.6K -952 -5%
IWS
1762
Insight Wealth Strategies
California
$923K +$19.2K +342 +2%
CAGAS
1763
Capital Advisory Group Advisory Services
Minnesota
$923K +$271K +4,825 +40%
SIA
1764
Strategic Investment Advisors
Michigan
$922K +$112K +1,988 +13%
FBC
1765
Fairfield, Bush & Co
Connecticut
$921K +$5.63K +100 +0.6%
MF
1766
Magnetar Financial
Illinois
$921K +$940K +16,707 New
ARMC
1767
American Research & Management Company
Massachusetts
$917K – – –
MRCM
1768
M&R Capital Management
New Jersey
$917K +$28.1K +500 +3%
BS
1769
Bessemer Securities
New York
$915K -$2.02M -35,824 -68%
LMAM
1770
Legg Mason Asset Management
Japan
$910K +$7.54K +134 +0.8%
OC
1771
Oakworth Capital
Alabama
$909K +$30.7K +545 +3%
LAIC
1772
Lederer & Associates Investment Counsel
California
$908K -$37.8K -672 -4%
NFG
1773
Nadler Financial Group
Illinois
$907K +$39.7K +706 +4%
APW
1774
Aurora Private Wealth
New Jersey
$906K -$741K -13,178 -45%
QWM
1775
QP Wealth Management
New Jersey
$906K -$120K -2,130 -11%
69 70
71
72 73