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Name Holding Trade Value Shares
Change
Change in
Stake
SS
851
Simplicity Solutions
Minnesota
$752K +$88.8K +427 +14%
BCM
852
Bayesian Capital Management
New York
$750K -$2.79M -13,400 -80%
CFA
853
CWS Financial Advisors
Michigan
$750K +$65.5K +315 +7%
CIM
854
CIM Investment Management
Pennsylvania
$749K -$21K -101 -3%
PWM
855
Perigon Wealth Management
California
$748K +$392K +1,884 +125%
ATIA
856
American Trust Investment Advisors
New Hampshire
$747K
BMCM
857
Bryn Mawr Capital Management
Pennsylvania
$745K +$702K +3,375 New
ST
858
Spinnaker Trust
Maine
$744K -$9.99K -48 -1%
TCM
859
Tributary Capital Management
Nebraska
$726K -$10.4K -50 -1%
BTI
860
Blue Trust Inc
Georgia
$723K +$434K +2,088 +111%
NAMP
861
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$722K -$46.8K -225 -6%
AWM
862
Avior Wealth Management
Nebraska
$719K +$52.6K +253 +8%
PPP
863
Private Portfolio Partners
New Jersey
$717K +$416 +2 +0.1%
FCAG
864
First Capital Advisors Group
New Jersey
$714K +$32.9K +158 +5%
I
865
InceptionR
California
$712K +$672K +3,228 New
XSC
866
X-Square Capital
Puerto Rico
$710K +$19.6K +94 +3%
SC
867
Saturna Capital
Washington
$699K
NPA
868
Nichols & Pratt Advisers
Massachusetts
$692K -$208 -1 -0%
EWA
869
EverSource Wealth Advisors
Alabama
$690K -$181K -871 -22%
AFM
870
Abbot Financial Management
Massachusetts
$688K -$93.4K -449 -13%
Squarepoint
871
Squarepoint
New York
$684K +$645K +3,100 New
EWA
872
Encompass Wealth Advisors
Oregon
$683K
PWP
873
Principle Wealth Partners
Connecticut
$677K -$1.25K -6 -0.2%
FMB
874
Field & Main Bank
Kentucky
$677K +$68.7K +330 +12%
ECM
875
Evergreen Capital Management
Washington
$677K +$134K +644 +27%