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Name Holding Trade Value Shares
Change
Change in
Stake
GFA
601
Gifford Fong Associates
California
$328K
BEAM
602
Baker Ellis Asset Management
Washington
$326K +$345K +1,800 New
CSP
603
Cary Street Partners
Virginia
$326K -$311K -1,620 -47%
AFG
604
Atomi Financial Group
New York
$326K -$15.7K -82 -4%
FC
605
Farringdon Capital
United Kingdom
$325K +$66.2K +345 +24%
CIC
606
Carnegie Investment Counsel
Ohio
$323K
NC
607
Napatree Capital
Rhode Island
$321K +$64.8K +338 +24%
NRD
608
Nebula Research & Development
New York
$316K +$335K +1,745 New
CGL
609
Clarius Group LLC
Washington
$314K -$575 -3 -0.2%
CI
610
Cigna Investments
Connecticut
$311K -$12.5K -65 -4%
II
611
Inspire Investing
Idaho
$310K +$328K +1,712 New
BBI
612
Baxter Bros Inc
Connecticut
$309K -$192 -1 -0.1%
PWM
613
Perigon Wealth Management
California
$305K +$26.3K +137 +9%
BCA
614
Bay Colony Advisors
Massachusetts
$304K
PP
615
PDS Planning
Ohio
$304K +$18.6K +97 +6%
AIP
616
Ameritas Investment Partners
Nebraska
$304K
KPWS
617
Kestra Private Wealth Services
Texas
$303K -$290K -1,510 -47%
PCH
618
PGIM Custom Harvest
New Jersey
$303K +$3.45K +18 +1%
CA
619
Claro Advisors
Massachusetts
$302K +$11.5K +60 +4%
WSCM
620
Wellington Shields Capital Management
New York
$301K +$128K +666 +67%
MPM
621
MBB Public Markets
Illinois
$300K +$317K +1,655 New
HAM
622
Hedges Asset Management
Nevada
$299K
OIA
623
OneDigital Investment Advisors
Kansas
$298K +$87.6K +457 +39%
ONB
624
Old National Bancorp
Indiana
$296K -$53.9K -281 -15%
VFA
625
Valeo Financial Advisors
Indiana
$295K -$660K -3,442 -68%