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Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
526
Campbell & Co Investment Adviser
Maryland
$631K +$112K +3,119 +23%
FA
527
Fiduciary Alliance
South Carolina
$629K +$6.78K +189 +1%
BBI
528
Baxter Bros Inc
Connecticut
$628K -$25.1K -700 -4%
ACA
529
Aptus Capital Advisors
Alabama
$623K +$187K +5,226 +46%
NAS
530
Nicolet Advisory Services
Wisconsin
$620K -$3.26K -91 -0.6%
JSC
531
Jackson Square Capital
California
$613K
BFEC
532
Benjamin F. Edwards & Company
Missouri
$610K +$124K +3,465 +27%
AMIM
533
Aull & Monroe Investment Management
Alabama
$605K -$2.37K -66 -0.4%
AWM
534
Avior Wealth Management
Nebraska
$603K +$331K +9,242 +137%
PCM
535
Poehling Capital Management
Wisconsin
$602K +$249K +6,941 +77%
AFG
536
Allegheny Financial Group
Pennsylvania
$601K +$17.7K +493 +3%
BFS
537
Burrus Financial Services
Utah
$601K -$1.08K -30 -0.2%
WFI
538
West Family Investments
California
$600K
CA
539
Crumly & Associates
Illinois
$598K -$8.35K -233 -1%
RIA
540
Recurrent Investment Advisors
Texas
$587K +$4.23M +118,080 New
Bessemer Group
541
Bessemer Group
New Jersey
$585K +$2.51K +70 +0.5%
LA
542
LVW Advisors
New York
$585K -$3.41K -95 -0.6%
HWM
543
HB Wealth Management
Georgia
$583K +$71.3K +1,989 +15%
WA
544
Waverly Advisors
Alabama
$582K +$554K +15,449 New
CGL
545
Clarius Group LLC
Washington
$576K -$18.6K -519 -3%
CCG
546
Coastwise Capital Group
California
$574K +$114K +3,173 +26%
HA
547
Herold Advisors
New York
$566K +$70.9K +1,978 +15%
EWA
548
EverSource Wealth Advisors
Alabama
$566K +$48.2K +1,344 +10%
PCG
549
Prosperity Consulting Group
Maryland
$566K +$538K +15,009 New
IR
550
IAT Reinsurance
New York
$565K