Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1851
RNC Capital Management
California
$782K -$34.8K -272 -5%
AFC
1852
AFT Forsyth & Company
Florida
$780K -$79.6K -622 -10%
CIM
1853
CIM Investment Management
Pennsylvania
$779K -$12K -94 -2%
TA
1854
TFG Advisers
Michigan
$779K +$1.15K +9 +0.2%
BWM
1855
Baystate Wealth Management
Massachusetts
$777K +$24.4K +191 +4%
WCA
1856
Waypoint Capital Advisors
Minnesota
$776K +$706K +5,513 New
SCA
1857
St. Clair Advisors
Ohio
$775K +$166K +1,300 +31%
ACM
1858
Allred Capital Management
Texas
$775K -$65.4K -511 -8%
BP
1859
Broadleaf Partners
Ohio
$775K – – –
AFP
1860
Ausdal Financial Partners
Iowa
$774K -$22.4K -175 -3%
MCM
1861
Magnolia Capital Management
New York
$774K – – –
VAM
1862
Vienna Asset Management
California
$772K +$702K +5,485 New
FFA
1863
Founders Financial Alliance
North Carolina
$769K -$12.9K -101 -2%
LC
1864
Landaas & Company
Wisconsin
$769K – – –
IPW
1865
Inlet Private Wealth
Florida
$768K – – –
T
1866
TOBAM
France
$766K -$43.6K -341 -6%
AO
1867
Advisor OS
Illinois
$766K +$31.1K +243 +5%
SDIC
1868
South Dakota Investment Council
South Dakota
$764K – – –
CCC
1869
Crescent Capital Consulting
Louisiana
$763K +$640 +5 +0.1%
CSB
1870
City State Bank
Iowa
$763K +$693K +5,418 New
PA
1871
PFG Advisors
Arizona
$760K -$6.91K -54 -1%
PAM
1872
Paradigm Asset Management
New York
$760K – – –
GA
1873
Greytown Advisors
Florida
$759K +$10.8K +84 +2%
ESBC
1874
E.S. Barr & Co
Kentucky
$758K +$80.6K +630 +13%
FWM
1875
Fairhaven Wealth Management
Illinois
$757K – – –