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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
951
Breiter Capital Management
Florida
$446K +$435K +3,808 New
APP
952
Avantax Planning Partners
Iowa
$444K -$255K -2,233 -37%
ACM
953
Argyle Capital Management
Pennsylvania
$441K
PGIM
954
Pacific Global Investment Management
California
$439K -$1.49K -13 -0.3%
EWM
955
Endurance Wealth Management
Rhode Island
$436K
MIM
956
Marco Investment Management
Georgia
$432K -$44.6K -390 -10%
MHS
957
M Holdings Securities
Oregon
$429K +$45.7K +400 +12%
SIC
958
Salem Investment Counselors
North Carolina
$428K
IIM
959
Ironwood Investment Management
Massachusetts
$428K +$5.14K +45 +1%
JWBC
960
J.W. Burns & Co
New York
$428K +$30.3K +265 +8%
VDI
961
Vaughan David Investments
Illinois
$426K -$45.7K -400 -10%
RG
962
Rikoon Group
New Mexico
$425K +$114 +1 +0%
SWM
963
SVA Wealth Management
Wisconsin
$423K -$77.3K -676 -16%
CPO
964
Cerity Partners OCIO
New York
$423K +$91.5K +800 +29%
NGA
965
Naples Global Advisors
Florida
$422K +$7.78K +68 +2%
FCAG
966
First Capital Advisors Group
New Jersey
$418K -$16.9K -148 -4%
Jones Financial Companies
967
Jones Financial Companies
Missouri
$418K +$57.6K +504 +16%
CHA
968
Cedar Hill Associates
Illinois
$418K +$117K +1,026 +40%
GCMG
969
Gyroscope Capital Management Group
Florida
$415K +$15.6K +136 +4%
CCM
970
Catawba Capital Management
Virginia
$413K +$403K +3,525 New
MA
971
MANA Advisors
New York
$411K +$401K +3,508 New
EFSCE
972
Enterprise Financial Services Corp (EFSC)
Missouri
$410K -$22K -192 -5%
YMRC
973
Yorktown Management & Research Company
Virginia
$410K
CAI
974
Capital Advisors Inc
Oklahoma
$410K +$114 +1 +0%
HB
975
Homrich & Berg
Georgia
$410K +$175K +1,527 +78%