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Name Holding Trade Value Shares
Change
Change in
Stake
EPA
1101
Element Pointe Advisors
Florida
$399K +$414K +576 New
CT
1102
Caldwell Trust
Florida
$399K
CCA
1103
Clearwater Capital Advisors
Illinois
$396K
ADL
1104
Asset Dedication LLC
California
$395K -$134K -187 -25%
ACP
1105
Aveo Capital Partners
Colorado
$393K +$48.8K +68 +14%
QWP
1106
Quotient Wealth Partners
Texas
$392K +$406K +566 New
VA
1107
Valmark Advisers
Ohio
$392K +$2.15K +3 +0.5%
MAS
1108
Meeder Advisory Services
Ohio
$391K -$55.3K -77 -12%
MSR
1109
Main Street Research
Connecticut
$391K -$13.7M -19,030 -97%
VC
1110
Veracity Capital
Georgia
$390K +$33K +46 +9%
BSHC
1111
Breed's Hill Capital
Massachusetts
$390K +$152K +211 +60%
GWM
1112
Glass Wealth Management
Texas
$390K +$404K +562 New
SFG
1113
Synergy Financial Group
California
$387K -$56K -78 -12%
NRC
1114
New Republic Capital
North Carolina
$387K +$174K +242 +76%
EB
1115
Eastern Bank
Massachusetts
$387K -$63.9K -89 -14%
FMTC
1116
Farmers & Merchants Trust Company
California
$387K +$59.6K +83 +17%
PSP
1117
Principal Street Partners
Tennessee
$384K -$391K -544 -49%
ICP
1118
Interchange Capital Partners
Pennsylvania
$384K -$8.62K -12 -2%
EA
1119
Emerald Advisers
Pennsylvania
$383K +$397K +553 New
LCM
1120
Lazari Capital Management
California
$381K +$30.9K +43 +8%
Allianz Asset Management
1121
Allianz Asset Management
Germany
$378K -$778K -1,084 -67%
BF
1122
Baring Financial
Washington
$378K +$392K +546 New
TFM
1123
TFC Financial Management
Massachusetts
$377K
AFA
1124
AA Financial Advisors
Ohio
$376K -$58.9K -82 -13%
MFG
1125
MidWestOne Financial Group
Iowa
$374K -$12.9K -18 -3%