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Name Holding Trade Value Shares
Change
Change in
Stake
BBI
1826
Baxter Bros Inc
Connecticut
$663K -$114K -3,022 -15%
TYCC
1827
Texas Yale Capital Corp
Florida
$663K -$620K -16,450 -49%
CP
1828
Cumberland Partners
Ontario, Canada
$661K +$632K +16,780 New
HCWM
1829
Harrison & Co Wealth Management
Virginia
$659K +$189K +5,022 +43%
FAG
1830
Fortitude Advisory Group
Washington
$659K +$102K +2,707 +19%
KFA
1831
Krane Funds Advisors
New York
$658K +$120K +3,195 +24%
GPA
1832
Garrison Point Advisors
California
$658K -$52.2K -1,385 -8%
JPLA
1833
Joseph P. Lucia & Associates
New York
$656K +$399K +10,582 +174%
VF
1834
Vista Finance
Missouri
$656K -$121K -3,207 -16%
SI
1835
Shaker Investments
Ohio
$655K +$9.34K +248 +2%
BCFD
1836
Boit C.F. David
$651K – – –
MFG
1837
Magnus Financial Group
New York
$651K -$129K -3,432 -17%
RRA
1838
Round Rock Advisors
Connecticut
$650K +$82.9K +2,200 +15%
MFG
1839
Mainsail Financial Group
Washington
$650K +$611K +16,214 New
BBNA
1840
Bremer Bank National Association
Minnesota
$649K +$282K +7,478 +83%
VCM
1841
Vivaldi Capital Management
Illinois
$649K -$191K -5,064 -24%
EBT
1842
Enterprise Bank & Trust
Massachusetts
$647K -$717K -19,039 -54%
PCM
1843
Perkins Capital Management
Minnesota
$647K – – –
WC
1844
Whitney & Co
New York
$643K -$235K -6,250 -28%
MSFP
1845
Mark Sheptoff Financial Planning
Connecticut
$640K -$11.8K -312 -2%
JSW
1846
Journey Strategic Wealth
New Jersey
$639K +$611K +16,215 New
LAIC
1847
Lederer & Associates Investment Counsel
California
$637K +$2K +53 +0.3%
EA
1848
Emerald Advisors
Washington
$637K -$35.1K -932 -5%
CL
1849
COWA LLC
Oklahoma
$637K -$26K -691 -4%
RFA
1850
Resurgent Financial Advisors
Georgia
$636K -$25.5K -676 -4%