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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1351
BigSur Wealth Management
Florida
$486K
MCA
1352
Martin Capital Advisors
Texas
$486K -$9.97K -36 -2%
BA
1353
Ballast Advisors
Minnesota
$486K -$49K -177 -8%
FC
1354
Farringdon Capital
United Kingdom
$486K +$237K +857 +75%
CI
1355
Conning Inc
Connecticut
$485K -$85.6K -309 -13%
SL
1356
Sentinus LLC
Illinois
$483K -$59.3K -214 -10%
CPSAC
1357
Chas P. Smith & Associates (CPS)
Florida
$482K -$11.9K -43 -2%
EBA
1358
Eagle Bay Advisors
New York
$482K +$16.1K +58 +3%
EPIMS
1359
Evelyn Partners Investment Management Services
$481K -$384K -1,388 -41%
AWM
1360
Aprio Wealth Management
Georgia
$481K -$31.9K -115 -5%
IRC
1361
Investors Research Corp
Georgia
$481K -$13.8K -50 -2%
CC
1362
Courier Capital
New York
$480K +$89.5K +323 +20%
TTIC
1363
Tower Trust & Investment Company
Iowa
$479K -$554 -2 -0.1%
EI
1364
Ellevest Inc
New York
$477K -$112K -404 -17%
PBK
1365
Peoples Bank (Kansas)
Kansas
$476K -$23.3K -84 -4%
GS
1366
GTS Securities
Florida
$474K -$696K -2,511 -56%
BF
1367
Brucke Financial
Indiana
$470K +$33K +119 +7%
Empower Advisory Group
1368
Empower Advisory Group
Colorado
$470K -$414K -1,495 -44%
BFG
1369
Birch Financial Group
New Hampshire
$469K -$1.94K -7 -0.4%
SWM
1370
SeaCrest Wealth Management
New York
$467K -$24.9K -90 -4%
CA
1371
Crumly & Associates
Illinois
$464K +$133K +481 +34%
WAM
1372
Watershed Asset Management
California
$464K +$528K +1,907 New
PGCM
1373
Prescott Group Capital Management
Oklahoma
$462K
TPCW
1374
TD Private Client Wealth
New York
$462K -$57.6K -208 -10%
CWA
1375
Crux Wealth Advisors
California
$462K -$4.71K -17 -0.9%