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Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
776
SC&H Financial Advisors
Maryland
$251K +$251K +316 New
BMCM
777
Burns Matteson Capital Management
New York
$249K +$14.3K +18 +6%
CAM
778
CenterStar Asset Management
Illinois
$249K – – –
FC
779
Forte Capital
New York
$248K -$5.56K -7 -2%
EH
780
Equitable Holdings
New York
$248K +$248K +312 New
WFO
781
Wealthgate Family Office
Colorado
$247K +$246K +310 New
DT
782
Diversified Trust
Tennessee
$245K +$245K +308 New
CCM
783
Cribstone Capital Management
Maine
$244K – – –
CI
784
Cambiar Investors
Colorado
$242K -$64.7M -81,474 -100%
MA
785
Mutual Advisors
Nebraska
$242K +$241K +304 New
JFA
786
JNBA Financial Advisors
Minnesota
$240K -$62K -78 -21%
AB
787
Atlas Brown
Kentucky
$240K – – –
GIA
788
Gateway Investment Advisers
Ohio
$240K +$240K +302 New
SC
789
Shay Capital
New York
$239K +$238K +300 New
CIS
790
Continental Investors Services
Washington
$239K +$284K +358 New
CWMGP
791
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$238K +$238K +299 New
VVP
792
Venture Visionary Partners
Ohio
$237K +$3.18K +4 +1%
EI
793
Ellevest Inc
New York
$237K +$29.4K +37 +14%
MA
794
Mosaic Advisors
Texas
$236K +$235K +296 New
NB
795
Nicolet Bankshares
Wisconsin
$235K -$1.59K -2 -0.7%
TSWM
796
Tyler-Stone Wealth Management
Ohio
$235K +$234K +295 New
AFM
797
Andesa Financial Management
Pennsylvania
$231K -$3.97K -5 -2%
RRCM
798
Rappaport Reiches Capital Management
Illinois
$231K – – –
NFSG
799
Newbridge Financial Services Group
Florida
$228K +$83.4K +105 +58%
FCM
800
Fourpath Capital Management
Oklahoma
$225K +$224K +282 New