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Name Holding Trade Value Shares
Change
Change in
Stake
ZCI
1351
Zevenbergen Capital Investments
Washington
$532K +$20.7K +105 +4%
GC
1352
Garde Capital
Washington
$531K +$9.85K +50 +2%
VAM
1353
Verity Asset Management
North Carolina
$529K +$5.91K +30 +1%
FPFS
1354
First Personal Financial Services
North Carolina
$525K -$59.7K -303 -11%
RIA
1355
Regal Investment Advisors
Michigan
$525K +$158K +804 +47%
HCMT
1356
Highland Capital Management (Texas)
Texas
$524K +$499K +2,530 New
RHBC
1357
R.H. Bluestein & Co
Michigan
$523K -$1.52M -7,734 -75%
SWA
1358
Sutton Wealth Advisors
Florida
$523K
BMC
1359
Benin Management Corp
Connecticut
$520K -$3.94K -20 -0.8%
OWP
1360
Obermeyer Wealth Partners
Colorado
$518K +$39.4K +200 +9%
WCF
1361
West Coast Financial
California
$515K +$108K +546 +28%
SKK
1362
Shepherd Kaplan Krochuk
Massachusetts
$513K
FTC
1363
Farmers Trust Company
Ohio
$513K +$10.8K +55 +2%
CGL
1364
Clarius Group LLC
Washington
$512K +$239K +1,213 +96%
NG
1365
Northstar Group
New York
$511K -$18.3K -93 -4%
ACP
1366
Aveo Capital Partners
Colorado
$510K -$175K -888 -26%
NCM
1367
Nelson Capital Management
California
$509K
BO
1368
BRR OpCo
Ohio
$506K -$2.17K -11 -0.4%
PCTC
1369
Perkins Coie Trust Company
Washington
$502K -$2.96K -15 -0.6%
GCA
1370
Gideon Capital Advisors
New York
$500K -$127K -643 -21%
EWA
1371
Exencial Wealth Advisors
Oklahoma
$500K -$10.4K -53 -2%
PCG
1372
Private Capital Group
Connecticut
$499K -$12.6K -64 -3%
Carson Wealth (CWM LLC)
1373
Carson Wealth (CWM LLC)
Nebraska
$494K -$14.8K -75 -3%
WWM
1374
Windsor Wealth Management
Indiana
$494K +$56.2K +285 +14%
HIM
1375
Hillsdale Investment Management
Ontario, Canada
$483K