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Name Holding Trade Value Shares
Change
Change in
Stake
IAMOG
1876
Investors Asset Management of Georgia
Georgia
$538K – – –
LFA
1877
Landmark Financial Advisors
Kentucky
$536K – – –
BCM
1878
Brasada Capital Management
Texas
$532K +$553K +4,500 New
CCM
1879
Crew Capital Management
Ohio
$531K +$61.4K +500 +13%
CG
1880
Clarus Group
Texas
$529K +$1.47K +12 +0.3%
SC
1881
Steph & Co
Wisconsin
$528K – – –
FDS
1882
Freedom Day Solutions
Texas
$527K +$4.18K +34 +0.8%
FDCC
1883
Foster Dykema Cabot & Co
Massachusetts
$521K -$29K -236 -5%
CISOA
1884
Capital Investment Services of America
Wisconsin
$521K – – –
BHC
1885
Bowen Hanes & Co
Florida
$520K – – –
FNB
1886
Farmers National Bank
Kentucky
$518K +$581K +4,727 New
CWM
1887
Circle Wealth Management
New Jersey
$516K +$737 +6 +0.1%
WFMPM
1888
Woodley Farra Manion Portfolio Management
Indiana
$515K -$89.7K -730 -14%
BWP
1889
Baldwin Wealth Partners
Massachusetts
$515K – – –
CWM
1890
Cahaba Wealth Management
Georgia
$515K +$536K +4,362 New
APC
1891
Aspire Private Capital
North Carolina
$514K +$20.3K +165 +4%
PCG
1892
Private Capital Group
Connecticut
$513K -$3.44K -28 -0.6%
LI
1893
Lafayette Investments
Maryland
$513K +$5.41K +44 +1%
TWM
1894
Tradition Wealth Management
Minnesota
$512K +$860 +7 +0.2%
WDG
1895
Wealth Dimensions Group
Ohio
$511K +$1.72K +14 +0.3%
SRC
1896
Shufro Rose & Co
New York
$511K +$191K +1,551 +56%
TSS
1897
Two Sigma Securities
New York
$508K -$1.49M -12,102 -74%
TCM
1898
Tradewinds Capital Management
Washington
$508K – – –
NAMP
1899
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$505K +$9.21K +75 +2%
AF
1900
Affiance Financial
Minnesota
$502K – – –