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Name Holding Trade Value Shares
Change
Change in
Stake
WRM
1651
Weybosset Research & Management
Rhode Island
$397K
MSR
1652
Main Street Research
Connecticut
$394K -$6.03K -71 -1%
PAM
1653
Premier Asset Management
Illinois
$393K
PAG
1654
Private Advisory Group
Washington
$393K +$399K +4,700 New
AIC
1655
Ameritas Investment Company
Nebraska
$391K +$399K +4,699 New
YWP
1656
YorkBridge Wealth Partners
New York
$390K -$5.86K -69 -1%
GIP
1657
Greatmark Investment Partners
Georgia
$390K +$21.2K +250 +6%
WANY
1658
Wealthspire Advisors (New York)
New York
$389K +$395K +4,650 New
EAM
1659
Evanson Asset Management
California
$387K +$8.5K +100 +2%
SSW
1660
Smith Shellnut Wilson
Mississippi
$387K +$16.9K +199 +5%
AIS
1661
Accurate Investment Solutions
Pennsylvania
$386K
SI
1662
Sensato Investors
California
$385K -$3.04M -35,800 -89%
CAAS
1663
Capital Asset Advisory Services
Michigan
$384K -$4.25K -50 -1%
FSA
1664
Franklin Street Advisors
North Carolina
$383K +$5.27K +62 +1%
RWP
1665
RWA Wealth Partners
Massachusetts
$380K -$30.8K -362 -7%
IAMOG
1666
Investors Asset Management of Georgia
Georgia
$380K
SWRP
1667
Summit Wealth & Retirement Planning
California
$379K
BWM
1668
Baystate Wealth Management
Massachusetts
$379K +$13.8K +162 +4%
IF
1669
IRON Financial
Illinois
$378K -$8.5K -100 -2%
LFA
1670
Landmark Financial Advisors
Kentucky
$378K
CWM
1671
Calamos Wealth Management
Illinois
$378K +$110K +1,297 +40%
LB
1672
Legacy Bridge
Iowa
$376K -$58.5K -688 -13%
LKIM
1673
Lawson Kroeker Investment Management
Nebraska
$376K
LSPW
1674
Lake Street Private Wealth
Illinois
$375K +$9.77K +115 +3%
PFG
1675
Piershale Financial Group
Illinois
$375K +$381K +4,483 New