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Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
751
Peapack-Gladstone Financial Corp
New Jersey
$213K +$209K +2,450 New
FNBT
752
FineMark National Bank & Trust
Florida
$212K +$208K +2,434 New
PA
753
Parallel Advisors
California
$211K -$8.63K -101 -4%
RA
754
RFG Advisory
Alabama
$210K +$207K +2,421 New
SAM
755
S.A. Mason
Michigan
$209K
WCG
756
Weaver Consulting Group
California
$207K
WWM
757
Windsor Wealth Management
Indiana
$207K +$203K +2,381 New
VWM
758
Venturi Wealth Management
Texas
$207K +$204K +2,387 New
BHWM
759
Bar Harbor Wealth Management
New Hampshire
$206K -$49.2K -576 -20%
BG
760
Bahl & Gaynor
Ohio
$206K +$203K +2,376 New
WI
761
Wintrust Investments
Illinois
$205K +$201K +2,357 New
COF
762
Capital One Financial
Virginia
$204K +$201K +2,350 New
IG
763
ING Group
Netherlands
$203K -$1.62M -18,986 -89%
PGIM
764
Pacific Global Investment Management
California
$203K +$199K +2,333 New
BMC
765
Beaton Management Company
Massachusetts
$201K +$197K +2,310 New
MIM
766
Marco Investment Management
Georgia
$200K +$197K +2,302 New
VCM
767
Vigilant Capital Management
Maine
$198K -$85.4K -1,000 -30%
PCM
768
Prelude Capital Management
New York
$198K +$195K +2,283 New
CI Investments Inc
769
CI Investments Inc
Ontario, Canada
$197K -$1.34M -15,679 -87%
AIM
770
Anchor Investment Management
South Carolina
$196K -$14.9K -175 -7%
BFM
771
Boston Financial Management
Massachusetts
$193K
TL
772
TrueWealth LLC
Georgia
$193K
Capstone Investment Advisors
773
Capstone Investment Advisors
New York
$190K -$9.51M -111,337 -98%
BAM
774
Belpointe Asset Management
Nevada
$187K +$184K +2,149 New
CCM
775
Covington Capital Management
California
$185K