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Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
1201
Zacks Investment Management
Illinois
$316K -$12.4K -17 -3%
LF
1202
LifeSteps Financial
California
$315K – – –
SAM
1203
Secure Asset Management
Michigan
$313K +$82.2K +113 +31%
TFA
1204
Trinity Financial Advisors
Ohio
$313K – – –
CFO
1205
CVA Family Office
Colorado
$311K +$1.46K +2 +0.4%
PA
1206
Probity Advisors
Texas
$311K +$92.4K +127 +37%
HCP
1207
Hexagon Capital Partners
Arkansas
$310K -$26.2K -36 -7%
RFA
1208
Resurgent Financial Advisors
Georgia
$310K – – –
EWM
1209
Empirical Wealth Management
Washington
$310K +$48K +66 +16%
QP
1210
Quilter Plc
United Kingdom
$310K – – –
WG
1211
Wealth Group
North Carolina
$309K +$18.2K +25 +6%
JSL
1212
JT Stratford LLC
Georgia
$309K -$138K -190 -29%
TGAM
1213
TBH Global Asset Management
Tennessee
$308K +$37.1K +51 +12%
MFG
1214
MidWestOne Financial Group
Iowa
$307K -$54.6K -75 -14%
MAM
1215
McLean Asset Management
Virginia
$306K +$1.46K +2 +0.4%
4WM
1216
44 Wealth Management
Oregon
$306K -$158K -217 -32%
KIA
1217
Knollwood Investment Advisory
Maryland
$305K – – –
WGAM
1218
Wilkinson Global Asset Management
New York
$305K – – –
CP
1219
Clarendon Private
Massachusetts
$303K +$50.9K +70 +18%
GCM
1220
Gallacher Capital Management
Colorado
$302K +$12.4K +17 +4%
CWM
1221
Centurion Wealth Management
Virginia
$302K – – –
VCM
1222
Virtue Capital Management
Tennessee
$300K +$100K +138 +44%
CH
1223
Canton Hathaway
Rhode Island
$298K +$327K +450 New
SFC
1224
SYM Financial Corp
Indiana
$297K +$326K +448 New
WA
1225
Wealthstream Advisors
New York
$293K -$6.55K -9 -2%