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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1026
Capital Investment Advisory Services
North Carolina
$425K +$31.9K +36 +9%
EWM
1027
Empirical Wealth Management
Washington
$422K +$18.6K +21 +5%
BEI
1028
Benjamin Edwards Inc
Missouri
$422K +$166K +187 +75%
PFA
1029
Pure Financial Advisors
California
$419K -$54.1K -61 -12%
KOCAA
1030
Knights of Columbus Asset Advisors
Connecticut
$418K -$25.7K -29 -6%
LI
1031
Lafayette Investments
Maryland
$418K +$3.55K +4 +0.9%
SIM
1032
Seaview Investment Managers
Florida
$414K -$2.66K -3 -0.7%
HI
1033
Harrington Investments
California
$414K
KHCM
1034
Kirtland Hills Capital Management
Ohio
$414K +$404K +456 New
OFS
1035
OneAscent Financial Services
Alabama
$414K -$61.2K -69 -14%
AGC
1036
Aspen Grove Capital
Colorado
$413K
SRC
1037
Shufro Rose & Co
New York
$412K
UB
1038
UMB Bank
Missouri
$412K +$93.1K +105 +33%
FVWA
1039
Foster Victor Wealth Advisors
South Carolina
$412K
CIG
1040
Cascade Investment Group
Colorado
$411K
WPW
1041
Waldron Private Wealth
Pennsylvania
$411K
ZIM
1042
Zacks Investment Management
Illinois
$407K -$1.77K -2 -0.5%
GLA
1043
Good Life Advisors
Pennsylvania
$406K +$130K +146 +54%
YIH
1044
Y-Intercept (HK)
Hong Kong
$404K +$369K +416 New
PPC
1045
Park Place Capital
Alabama
$402K -$113K -127 -23%
ANBT
1046
American National Bank & Trust
Texas
$402K +$53.2K +60 +17%
RBC
1047
Romano Brothers & Co
Illinois
$399K -$16.9K -19 -4%
WA
1048
Wealthstream Advisors
New York
$398K +$42.6K +48 +13%
HPIA
1049
Hamilton Point Investment Advisors
North Carolina
$398K
CCFM
1050
Clear Creek Financial Management
Washington
$397K -$130K -146 -26%