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Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1701
Fortis Capital Management
Washington
$299K
PIA
1702
Perennial Investment Advisors
California
$298K +$874 +4 +0.3%
AC
1703
Apella Capital
Connecticut
$297K +$320K +1,466 New
JWBC
1704
John W. Bristol & Co
New York
$294K
CA
1705
Cornerstone Advisory
Maryland
$293K -$87.4K -400 -22%
TCB
1706
Texas Capital Bancshares
Texas
$293K
NFG
1707
Nadler Financial Group
Illinois
$291K +$1.09K +5 +0.3%
PFA
1708
Pure Financial Advisors
California
$290K +$43.7K +200 +16%
HCA
1709
Harbour Capital Advisors
Virginia
$289K -$4.37K -20 -1%
HCM
1710
Hutchinson Capital Management
California
$289K +$218 +1 +0.1%
HPWM
1711
Highland Private Wealth Management
Washington
$286K -$53.3K -244 -15%
CSPIA
1712
Cary Street Partners Investment Advisory
Virginia
$284K -$45.7K -209 -13%
RIG
1713
Roosevelt Investment Group
New York
$284K -$14.4K -66 -4%
SFS
1714
Summit Financial Strategies
Ohio
$284K -$6.55K -30 -2%
UC
1715
Unio Capital
New Jersey
$283K -$16.4K -75 -5%
KFI
1716
Key Financial Inc
Pennsylvania
$282K -$65.5K -300 -18%
GGI
1717
Godsey & Gibb Inc
Virginia
$282K +$38.7K +177 +15%
PHAM
1718
Palisades Hudson Asset Management
Florida
$281K
BIA
1719
BHK Investment Advisors
Alabama
$280K +$22.9K +105 +8%
WBG
1720
Wharton Business Group
Pennsylvania
$280K +$43.7K +200 +17%
KLI
1721
Kelman-Lazarov Inc
Tennessee
$279K -$31.9K -146 -10%
KCM
1722
Kanawha Capital Management
Virginia
$279K +$37.6K +172 +14%
FMT
1723
First Mercantile Trust
Tennessee
$278K -$196K -899 -40%
LSPW
1724
Lake Street Private Wealth
Illinois
$276K -$1.7M -7,785 -85%
KWA
1725
KCS Wealth Advisory
California
$276K -$218 -1 -0.1%