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Name Holding Trade Value Shares
Change
Change in
Stake
ATIA
326
American Trust Investment Advisors
New Hampshire
$803K – – –
GRP
327
Global Retirement Partners
California
$801K +$798K +9,619 New
PP
328
PDS Planning
Ohio
$801K +$28.2K +340 +4%
OCA
329
OpenArc Corporate Advisory
Georgia
$793K +$168K +2,021 +27%
LA
330
LVW Advisors
New York
$789K +$331K +3,987 +73%
EWA
331
EP Wealth Advisors
California
$782K +$66.4K +800 +9%
FMI
332
Frec Markets Inc
California
$782K +$187K +2,259 +32%
AWM
333
Aprio Wealth Management
Georgia
$781K +$33.9K +408 +5%
FNBOH
334
First National Bank of Hutchinson
Kansas
$765K +$195K +2,355 +34%
IPW
335
Invictus Private Wealth
Colorado
$764K – – –
RCM
336
RNC Capital Management
California
$764K -$3.73K -45 -0.5%
PWAM
337
Pinnacle West Asset Management
Wyoming
$758K – – –
PAG
338
Private Advisor Group
New Jersey
$757K -$294K -3,547 -28%
FI
339
Fractal Investments
Connecticut
$750K – – –
MDA
340
Minot DeBlois Advisors
Massachusetts
$745K +$4.73K +57 +0.6%
William Blair & Company
341
William Blair & Company
Illinois
$743K +$41K +494 +6%
WC
342
Wexford Capital
Florida
$737K +$468K +5,637 +175%
WFI
343
West Family Investments
California
$735K +$145K +1,743 +25%
BG
344
Bollard Group
Massachusetts
$723K – – –
IRP
345
Investment Research Partners
Pennsylvania
$709K +$150K +1,807 +27%
XF
346
XML Financial
Maryland
$703K -$8.3K -100 -1%
UCI
347
Uncommon Cents Investing
Wisconsin
$701K – – –
LAI
348
Legal Advantage Investments
California
$692K – – –
MFG
349
Mosaic Financial Group
Illinois
$692K -$140K -1,692 -17%
VFA
350
Valeo Financial Advisors
Indiana
$690K +$129K +1,549 +23%