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Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
1076
Burns Matteson Capital Management
New York
$661K +$15.1K +76 +2%
CIA
1077
Concurrent Investment Advisors
Florida
$661K -$29.3K -147 -4%
BCM
1078
BTC Capital Management
Iowa
$659K +$664K +3,334 New
ECA
1079
Elevated Capital Advisors
Utah
$659K +$56.2K +282 +9%
NP
1080
Nilsine Partners
Colorado
$657K -$18.7K -94 -3%
WorldQuant Millennium Advisors
1081
WorldQuant Millennium Advisors
New York
$655K +$1.59K +8 +0.2%
HGWM
1082
Horst & Graben Wealth Management
Oregon
$655K – – –
EWM
1083
Elmwood Wealth Management
California
$655K +$301K +1,512 +84%
CPRC
1084
Consolidated Portfolio Review Corp
New York
$650K -$3.58K -18 -0.5%
FBC
1085
Fairfield, Bush & Co
Connecticut
$650K -$74.7K -375 -10%
LCG
1086
Lynx Capital Group
Ohio
$649K -$598 -3 -0.1%
SFP
1087
Sweet Financial Partners
Minnesota
$648K -$2.19K -11 -0.3%
LFM
1088
LGT Fund Management
Liechtenstein
$644K – – –
CI
1089
Conning Inc
Connecticut
$641K -$13.9K -70 -2%
RAM
1090
Ramirez Asset Management
New York
$637K – – –
VFPI
1091
Vantage Financial Partners (Illinois)
Illinois
$637K -$29.9K -150 -4%
GIM
1092
Goelzer Investment Management
Indiana
$637K -$398 -2 -0.1%
PIM
1093
Penobscot Investment Management
Massachusetts
$636K -$777K -3,900 -55%
BFW
1094
Brady Family Wealth
Missouri
$634K -$3.48M -17,486 -84%
SCTC
1095
Sanibel Captiva Trust Company
Florida
$633K +$5.18K +26 +0.8%
BC
1096
Bridgefront Capital
Texas
$632K +$638K +3,201 New
BFS
1097
Bard Financial Services
Connecticut
$627K +$14.9K +75 +2%
KSWA
1098
Kathleen S. Wright Associates
Pennsylvania
$626K +$1.99K +10 +0.3%
FIA
1099
Foundations Investment Advisors
Arizona
$624K +$58.2K +292 +10%
HPG
1100
Harvest Portfolios Group
Ontario, Canada
$624K +$162K +815 +35%