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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1501
Traynor Capital Management
Pennsylvania
$237K +$236K +1,487 New
SP
1502
Stonebrook Private
Michigan
$236K +$18.4K +116 +8%
Dodge & Cox
1503
Dodge & Cox
California
$234K -$31.7K -200 -12%
JAFL
1504
Jay A. Fishman Ltd
Michigan
$233K -$1.37M -8,670 -85%
BHA
1505
Beech Hill Advisors
New York
$233K
FIA
1506
Foundations Investment Advisors
Arizona
$233K -$42.3K -267 -15%
MPI
1507
Mairs & Power Inc
Minnesota
$232K +$23.2K +146 +11%
CAM
1508
Claret Asset Management
Quebec, Canada
$232K +$236K +1,490 New
ATS
1509
Ashton Thomas Securities
New York
$231K +$23.8K +150 +11%
OPA
1510
Old Port Advisors
Maine
$231K +$235K +1,480 New
TPI
1511
Trust Point Inc
Wisconsin
$230K -$19.7K -124 -8%
RPC
1512
Rossmore Private Capital
Connecticut
$230K -$133K -836 -36%
Empower Advisory Group
1513
Empower Advisory Group
Colorado
$229K -$16.8K -106 -7%
BFW
1514
Brady Family Wealth
Missouri
$229K
WE
1515
Wealth Effects
Massachusetts
$229K -$31.7K -200 -12%
CGIM
1516
Capital Group Investment Management
Singapore
$228K -$1.53M -9,646 -87%
PCM
1517
Prelude Capital Management
New York
$228K +$232K +1,464 New
DE
1518
Diversified Enterprises
Delaware
$227K +$21.4K +135 +10%
NGA
1519
Naples Global Advisors
Florida
$227K +$231K +1,456 New
FCB
1520
First County Bank
Connecticut
$227K -$23K -145 -9%
WIM
1521
Wittenberg Investment Management
Massachusetts
$227K
BHWM
1522
Bar Harbor Wealth Management
New Hampshire
$227K
VA
1523
VestGen Advisors
Illinois
$226K +$6.18K +39 +3%
WC
1524
Waterloo Capital
Texas
$226K +$230K +1,449 New
CMS
1525
Capital Market Strategies
Florida
$225K -$47.6K -300 -17%