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Name Holding Trade Value Shares
Change
Change in
Stake
IAG
1926
Ipsen Advisor Group
Arkansas
$745K -$34.6K -101 -5%
NA
1927
Nautilus Advisors
California
$744K -$20.2K -59 -3%
OCM
1928
Orion Capital Management
California
$743K – – –
AFS
1929
Access Financial Services
Minnesota
$743K -$4.79K -14 -0.7%
GGS
1930
Galvin Gaustad & Stein
Arizona
$740K – – –
SAW
1931
Signal Advisors Wealth
Michigan
$739K -$11.6K -34 -2%
WAM
1932
Wakefield Asset Management
Colorado
$738K +$9.93K +29 +1%
3F
1933
360 Financial
Minnesota
$738K +$3.77K +11 +0.5%
NRS
1934
Neville Rodie & Shaw
New York
$737K -$377K -1,100 -35%
NFTC
1935
North Forty Two & Co
Oregon
$737K – – –
KFGK
1936
Keystone Financial Group (Kentucky)
Kentucky
$737K -$6.16K -18 -0.9%
APA
1937
Astoria Portfolio Advisors
New York
$734K +$95.5K +279 +16%
NWM
1938
Navigoe Wealth Management
California
$734K – – –
RAM
1939
Redmond Asset Management
Virginia
$733K +$4.45K +13 +0.6%
BFS
1940
Burkett Financial Services
South Carolina
$731K +$5.13K +15 +0.7%
CCA
1941
Clearwater Capital Advisors
Illinois
$731K +$68.5K +200 +11%
SAM
1942
Sompo Asset Management
Japan
$728K +$61.6K +180 +10%
BVP
1943
Bristlecone Value Partners
California
$727K – – –
OC
1944
Oakworth Capital
Alabama
$727K +$30.1K +88 +5%
AWF
1945
Alpha Wealth Funds
Utah
$726K – – –
UM
1946
Ulysses Management
New York
$724K +$685K +2,000 New
CICI
1947
Capital Investment Counsel Inc
North Carolina
$722K -$6.85K -20 -1%
WTB
1948
Washington Trust Bank
Washington
$720K – – –
VCM
1949
Versant Capital Management
Arizona
$717K -$230K -672 -25%
EPW
1950
Evolve Private Wealth
California
$717K -$1.2M -3,508 -64%