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Name Holding Trade Value Shares
Change
Change in
Stake
GEM
1526
Global Endowment Management
North Carolina
$238K -$189K -1,134 -44%
SSA
1527
South Street Advisors
New York
$238K -$2.33K -14 -1%
AW
1528
Alteri Wealth
California
$236K -$316K -1,903 -57%
SIC
1529
Sterling Investment Counsel
New York
$236K
PFM
1530
Potomac Fund Management
Florida
$236K +$60.5K +364 +29%
ONST
1531
Old North State Trust
North Carolina
$235K
KOCAA
1532
Knights of Columbus Asset Advisors
Connecticut
$235K -$1.42M -8,562 -86%
CWS
1533
Confluence Wealth Services
Pennsylvania
$233K -$1.5K -9 -0.6%
LMKC
1534
L.M. Kohn & Company
Ohio
$233K -$1.5K -9 -0.6%
VA
1535
VestGen Advisors
Illinois
$233K +$235K +1,413 New
BCM
1536
Bayesian Capital Management
New York
$232K +$235K +1,412 New
SP
1537
Stonebrook Private
Michigan
$230K +$232K +1,397 New
AF
1538
Aviso Financial
Ontario, Canada
$230K -$16.6K -100 -7%
CF
1539
Canoe Financial
Alberta, Canada
$230K +$232K +1,394 New
GC
1540
Grimes & Company
Massachusetts
$228K +$16.3K +98 +8%
TI
1541
TrueMark Investments
Illinois
$228K +$230K +1,385 New
CFG
1542
Cooper Financial Group
California
$228K +$230K +1,382 New
PFG
1543
Prosperity Financial Group
California
$227K -$1.33K -8 -0.6%
SA
1544
SRN Advisors
Pennsylvania
$227K
RFA
1545
RTD Financial Advisors
Pennsylvania
$227K +$7.48K +45 +3%
KA
1546
Kovack Advisors
Florida
$227K +$229K +1,379 New
AWM
1547
Aries Wealth Management
Maine
$226K +$229K +1,375 New
NSAM
1548
North Star Asset Management
Wisconsin
$226K -$7.32K -44 -3%
NRW
1549
Nova R Wealth
Kansas
$226K +$166 +1 +0.1%
PWP
1550
Phillips Wealth Planners
Mississippi
$225K +$250K +1,503 New