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Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
926
Burns Matteson Capital Management
New York
$317K +$123K +494 +58%
PA
927
Parallel Advisors
California
$316K +$118K +472 +55%
Capstone Investment Advisors
928
Capstone Investment Advisors
New York
$316K +$333K +1,334 New
BCWM
929
Bartlett & Co Wealth Management
Ohio
$315K -$18.5K -74 -5%
BC
930
Bartlett & Co
Ohio
$315K -$18.5K -74 -5%
PFBT
931
Parkside Financial Bank & Trust
Missouri
$314K -$99.9K -400 -23%
FMBTD
932
First Midwest Bank Trust Division
Illinois
$313K -$45.7K -183 -12%
FPIS
933
Financial Planning & Information Services
Wisconsin
$309K
ST
934
Spinnaker Trust
Maine
$309K
TFF
935
The Family Firm
Maryland
$309K +$999 +4 +0.3%
FI
936
Financial Insights
Washington
$309K +$32.5K +130 New
RWA
937
Redhawk Wealth Advisors
Minnesota
$308K -$3.25K -13 -1%
ISL
938
Ingalls & Snyder LLC
New York
$307K -$37.7K -151 -10%
BSA
939
Bull Street Advisors
Georgia
$306K
TFS
940
TrustCore Financial Services
Tennessee
$306K +$8.99K +36 +3%
VI
941
Versor Investments
New York
$306K +$322K +1,289 New
WFI
942
West Family Investments
California
$306K +$322K +1,291 New
JWCA
943
J.W. Coons Advisors
Ohio
$305K -$6.49K -26 -2%
PT
944
Plimoth Trust
Massachusetts
$305K
CCM
945
Coldstream Capital Management
Washington
$305K +$13.7K +55 +4%
CAL
946
Capital Analysts LLC
Pennsylvania
$305K +$21.7K +87 +7%
IA
947
IFP Advisors
Florida
$304K +$106K +425 +50%
LWAC
948
Laurel Wealth Advisors (California)
California
$303K +$40.2K +161 +14%
CW
949
CreativeOne Wealth
Kansas
$300K +$68.4K +274 +28%
LDB
950
Lee, Danner & Bass
Tennessee
$298K