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Name Holding Trade Value Shares
Change
Change in
Stake
FW
1426
FirstPurpose Wealth
Utah
$813K +$150K +368 +20%
ACMA
1427
Arbor Capital Management (Alaska)
Alaska
$811K -$29.7K -73 -3%
CDH
1428
Charles D. Hyman
$810K +$41.9K +103 +5%
CIAS
1429
Capital Investment Advisory Services
North Carolina
$809K +$814 +2 +0.1%
PCM
1430
Penserra Capital Management
California
$808K -$683K -1,677 -43%
VWA
1431
Visionary Wealth Advisors
Illinois
$803K +$98.5K +242 +12%
HFG
1432
Heron Financial Group
New York
$801K -$407 -1 -0%
ECG
1433
Edge Capital Group
Georgia
$801K +$1.61M +3,944 +110%
KNW
1434
Kesler Norman & Wride
Utah
$799K +$52.9K +130 +6%
MCA
1435
Martin Capital Advisors
Texas
$796K
GL
1436
Graypoint LLC
New York
$794K +$245K +601 +38%
BAM
1437
Bruderman Asset Management
New York
$793K -$4.48K -11 -0.5%
AT
1438
Arden Trust
Delaware
$793K +$882K +2,166 New
RIM
1439
Regent Investment Management
Kentucky
$791K -$4.07K -10 -0.5%
NFG
1440
Nations Financial Group
Iowa
$790K +$4.07K +10 +0.5%
KWM
1441
Kolinsky Wealth Management
New Jersey
$787K -$22.8K -56 -3%
BA
1442
Bridgewater Associates
Connecticut
$786K -$496K -1,218 -36%
GA
1443
GoalVest Advisory
New York
$784K +$18.7K +46 +2%
SIC
1444
Salem Investment Counselors
North Carolina
$784K +$37.9K +93 +5%
BBL
1445
Beck Bode LLC
Massachusetts
$783K -$2.48M -6,095 -74%
PP
1446
PDS Planning
Ohio
$780K +$149K +365 +21%
CIA
1447
Choate Investment Advisors
Massachusetts
$778K +$47.2K +116 +6%
SIG
1448
Sky Investment Group
Connecticut
$768K +$6.11K +15 +0.7%
RCA
1449
Roberts Capital Advisors
Colorado
$767K
WF
1450
WoodTrust Financial
Wisconsin
$765K +$8.14K +20 +1%