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Name Holding Trade Value Shares
Change
Change in
Stake
DBT
501
Dubuque Bank & Trust
Iowa
$403K -$230K -1,572 -38%
BCM
502
Breiter Capital Management
Florida
$399K +$372K +2,539 New
PWPS
503
Pinnacle Wealth Planning Services
Ohio
$396K +$16.1K +110 +5%
SC
504
Sovarnum Capital
New York
$393K +$366K +2,500 New
QCM
505
Quest Capital Management
Texas
$392K -$5.86K -40 -2%
MWM
506
Mission Wealth Management
California
$392K +$89.4K +610 +32%
TMAM
507
Tokio Marine Asset Management
Japan
$390K +$39.1K +267 +12%
B
508
Barings
North Carolina
$389K -$294K -2,006 -45%
VCG
509
Vantage Consulting Group
Virginia
$384K +$98.6K +673 +38%
SF
510
Synovus Financial
Georgia
$383K -$14.7K -100 -4%
NCM
511
Neumann Capital Management
California
$381K – – –
TPCW
512
TD Private Client Wealth
New York
$379K +$13.5K +92 +4%
AFP
513
Ausdal Financial Partners
Iowa
$378K +$11.1K +76 +3%
TAM
514
Trust Asset Management
Texas
$378K +$40.2K +274 +13%
MFG
515
MidWestOne Financial Group
Iowa
$377K – – –
PWM
516
Perigon Wealth Management
California
$371K +$112K +765 +48%
FTDI
517
First Trust Direct Indexing
Massachusetts
$369K +$344K +2,348 New
NL
518
NVWM LLC
Pennsylvania
$366K +$341K +2,325 New
LJAC
519
L.J. Altfest & Co
New York
$366K +$341K +2,326 New
EI
520
Ellevest Inc
New York
$365K +$51.4K +351 +18%
PFA
521
Pinnacle Family Advisors
Missouri
$363K – – –
EGM
522
Engineers Gate Manager
New York
$362K -$5.83M -39,791 -95%
DA
523
DCF Advisers
Connecticut
$354K -$769K -5,250 -70%
BPCE
524
Bank Pictet & Cie (Europe)
Germany
$349K -$275K -1,880 -46%
WS
525
Wedbush Securities
California
$347K -$31.8K -217 -9%