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Name Holding Trade Value Shares
Change
Change in
Stake
SVWG
4076
Shared Vision Wealth Group
United States
$611K +$564K +4,021 New
CWM
4077
Compass Wealth Management
Connecticut
$610K +$50.9K +363 +10%
AAP
4078
Ardsley Advisory Partners
Connecticut
$608K -$4M -28,500 -88%
UWM
4079
USAdvisors Wealth Management
Minnesota
$604K -$3.92K -28 -0.7%
GL
4080
Gerber LLC
Ohio
$603K +$556K +3,969 New
SMWM
4081
Silvia McColl Wealth Management
California
$602K +$50.5K +360 +10%
CAG
4082
Compass Advisory Group
New York
$601K -$30.8K -220 -5%
FAM
4083
Flaharty Asset Management
Florida
$600K -$27.6K -197 -5%
GAM
4084
Gould Asset Management
California
$600K
EARNEST Partners
4085
EARNEST Partners
Georgia
$599K
NWA
4086
Navis Wealth Advisors
New York
$594K
RFO
4087
RiverGlades Family Offices
Florida
$593K +$6.31K +45 +1%
RB
4088
Richmond Brothers
Michigan
$593K +$7.01K +50 +1%
PAM
4089
Palisade Asset Management
Minnesota
$593K
BHWM
4090
Beaird Harris Wealth Management
Texas
$592K +$71.4K +509 +15%
HPIA
4091
Hamilton Point Investment Advisors
North Carolina
$592K +$39.5K +282 +8%
CC
4092
Corton Capital
Ontario, Canada
$591K +$235K +1,675 +76%
TIM
4093
Thompson Investment Management
Wisconsin
$591K +$13K +93 +2%
NA
4094
Nottingham Advisors
New York
$590K -$19.3K -138 -3%
WRM
4095
Weybosset Research & Management
Rhode Island
$590K -$23.8K -170 -4%
BBWP
4096
Beacon Bridge Wealth Partners
Pennsylvania
$589K +$28.5K +203 +6%
CCM
4097
Crew Capital Management
Ohio
$589K +$12.8K +91 +2%
TIM
4098
Tortoise Investment Management
New York
$587K -$25.7K -183 -5%
BWM
4099
BCGM Wealth Management
Indiana
$586K +$47.7K +340 +10%
BCFD
4100
Boit C.F. David
$585K +$421K +3,000 +319%