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Name Holding Trade Value Shares
Change
Change in
Stake
HA
1526
Hamel Associates
New Jersey
$538K +$109K +2,280 +26%
SBWM
1527
Sunflower Bank Wealth Management
Arizona
$537K +$954 +20 +0.2%
DBT
1528
Dubuque Bank & Trust
Iowa
$537K +$33.4K +700 +7%
EGA
1529
E&G Advisors
Texas
$537K +$100K +2,100 +23%
NSIM
1530
North Star Investment Management
Illinois
$537K +$122K +2,560 +30%
BO
1531
BRR OpCo
Ohio
$536K +$177K +3,720 +51%
CAL
1532
Capital Analysts LLC
Pennsylvania
$535K +$528K +11,060 New
BWA
1533
BDO Wealth Advisors
Florida
$534K +$527K +11,040 New
BA
1534
BKS Advisors
Michigan
$533K +$78.2K +1,640 +17%
RSA
1535
Robertson Stephens Advisors
California
$532K
PAS
1536
Partnervest Advisory Services
California
$531K -$148K -3,100 -22%
HCP
1537
Holt Capital Partners
Texas
$527K
TPWA
1538
TRUE Private Wealth Advisors
Oregon
$526K +$105K +2,200 +25%
RIA
1539
Regal Investment Advisors
Michigan
$520K +$195K +4,080 +61%
TIM
1540
Tortoise Investment Management
New York
$519K +$418K +8,760 +447%
AWE
1541
Avidian Wealth Enterprises
Texas
$515K +$17.2K +360 +4%
GD
1542
Grandfield & Dodd
New York
$513K +$35.3K +740 +8%
ACP
1543
Aviance Capital Partners
Florida
$513K +$506K +10,600 New
TCM
1544
Tuttle Capital Management
Connecticut
$513K +$506K +10,600 New
AssetMark Inc
1545
AssetMark Inc
California
$508K -$21K -440 -4%
B
1546
Bridgeworth
Alabama
$508K -$20K -420 -4%
CCMW
1547
Cypress Capital Management (Wyoming)
Wyoming
$503K
BONST
1548
Bank of Nova Scotia Trust
Ontario, Canada
$503K +$9.54K +200 +2%
MBT
1549
Monroe Bank & Trust
Michigan
$502K -$27.7K -580 -5%
TFA
1550
Toth Financial Advisory
Virginia
$501K -$882K -18,480 -64%