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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
676
Mattern Capital Management
Colorado
$381K
CT
677
Coastline Trust
Rhode Island
$378K
VWM
678
Valley Wealth Managers
New Jersey
$378K +$25K +86 +8%
HIA
679
Harbor Investment Advisory
Maryland
$378K +$63.4K +218 +23%
BL
680
BFSG LLC
California
$377K
SPC
681
Sigma Planning Corp
Michigan
$373K +$125K +430 +60%
NP
682
NorthRock Partners
Minnesota
$370K -$563K -1,934 -63%
EL
683
Essex LLC
Illinois
$370K
WIA
684
Westbourne Investment Advisors
Maryland
$370K
SG
685
Stonnington Group
California
$369K +$43.6K +150 +16%
FC
686
Forte Capital
New York
$368K
AC
687
Annandale Capital
Texas
$366K -$116K -400 -26%
HW
688
Hancock Whitney
Mississippi
$366K -$3.2K -11 -1%
AF
689
Allworth Financial
California
$365K +$6.4K +22 +2%
WCG
690
Weaver Consulting Group
California
$363K
SIM
691
Sadoff Investment Management
Wisconsin
$362K -$62K -213 -16%
SIA
692
SkyView Investment Advisors
New Jersey
$361K -$4.46M -15,320 -93%
BHC
693
Bowen Hanes & Co
Florida
$361K
KFP
694
KB Financial Partners
New Jersey
$361K +$24.7K +85 +8%
WP
695
WMS Partners
Maryland
$361K +$323K +1,110 New
BAM
696
Barrett Asset Management
New York
$360K
VWA
697
V Wealth Advisors
Kansas
$357K
EWA
698
EP Wealth Advisors
California
$356K +$84.1K +289 +36%
AO
699
Advisor OS
Illinois
$355K -$415K -1,427 -57%
BAAM
700
Baker Avenue Asset Management
California
$355K +$317K +1,089 New