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Name Holding Trade Value Shares
Change
Change in
Stake
SA
3326
Sicart Associates
New York
$998K
CRIG
3327
Charter Research & Investment Group
Connecticut
$994K -$58.7K -380 -6%
PCTC
3328
Perkins Coie Trust Company
Washington
$988K +$12.4K +80 +1%
ICP
3329
Interchange Capital Partners
Pennsylvania
$987K +$300K +1,940 +47%
BFG
3330
Barber Financial Group
Kansas
$986K -$64.9K -420 -6%
PIFP
3331
Partners in Financial Planning
Virginia
$984K
OWM
3332
OneAscent Wealth Management
Alabama
$981K +$368K +2,380 +65%
CC
3333
Corsicana & Co
Texas
$981K +$423K +2,740 +84%
CWA
3334
Consilio Wealth Advisors
Washington
$980K +$6.18K +40 +0.7%
TA
3335
Trivest Advisors
Hong Kong
$978K -$34.3M -222,000 -97%
CI
3336
CAZ Investments
Texas
$978K
AFM
3337
Anson Funds Management
Texas
$978K +$927K +6,000 New
Aristotle Capital Management
3338
Aristotle Capital Management
California
$978K +$927K +6,000 New
IA
3339
IndexIQ Advisors
New York
$975K -$1.99M -12,900 -68%
NERM
3340
New England Research & Management
Illinois
$971K -$961K -6,220 -51%
CB
3341
Cadence Bank
Mississippi
$971K -$46.4K -300 -5%
GIA
3342
GHP Investment Advisors
Colorado
$971K +$145K +940 +19%
RFO
3343
RiverGlades Family Offices
Florida
$968K -$15.5K -100 -2%
MFA
3344
Morling Financial Advisors
California
$968K +$3.09K +20 +0.3%
WAOI
3345
Wealth Advisors of Iowa
Iowa
$965K -$64.9K -420 -7%
CAMV
3346
Concord Asset Management (Virginia)
Virginia
$964K +$24.7K +160 +3%
ETI
3347
Enterprise Trust & Investment
California
$962K
GSIS
3348
Global Strategic Investment Solutions
Arizona
$962K +$46.4K +300 +5%
WAL
3349
W Advisors LLC
Tennessee
$961K -$6.18K -40 -0.7%
DPI
3350
Diversified Portfolios Inc
Michigan
$958K -$86.5K -560 -9%