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Name Holding Trade Value Shares
Change
Change in
Stake
SGCA
651
Steel Grove Capital Advisors
Tennessee
$354K -$55K -353 -13%
BPB
652
Badgley, Phelps & Bell
Washington
$353K -$74K -475 -17%
HWMG
653
Hurlow Wealth Management Group
Indiana
$351K +$372K +2,389 New
NICM
654
Neo Ivy Capital Management
New York
$346K +$350K +2,245 New
BHWM
655
Bar Harbor Wealth Management
New Hampshire
$345K +$4.67K +30 +1%
AAS
656
Avantax Advisory Services
Texas
$344K +$347K +2,225 New
PA
657
Profund Advisors
Maryland
$342K -$114K -731 -25%
BCM
658
BTR Capital Management
California
$339K -$15.7K -101 -4%
CC
659
ClearArc Capital
Ohio
$338K -$177K -1,133 -34%
ESB
660
Essex Savings Bank
Connecticut
$338K +$342K +2,195 New
FRM
661
Fox Run Management
Connecticut
$335K +$338K +2,172 New
PMFA
662
Plante Moran Financial Advisors
Michigan
$334K +$37.2K +239 +12%
RBFC
663
Roman Butler Fullerton & Co
Missouri
$334K +$340K +2,182 New
CCM
664
Carderock Capital Management
Maryland
$331K
RPC
665
Rossmore Private Capital
Connecticut
$331K
MC
666
Moors & Cabot
Massachusetts
$329K -$180K -1,157 -35%
PFS
667
Prospera Financial Services
Texas
$329K +$35.7K +229 +12%
BWP
668
Baldwin Wealth Partners
Massachusetts
$327K
QSS
669
Quantitative Systematic Strategies
Florida
$325K +$328K +2,108 New
SCP
670
Syntal Capital Partners
Texas
$324K -$175K -1,125 -35%
SB
671
Simmons Bank
Arkansas
$323K
DBIA
672
Dumont & Blake Investment Advisors
New Jersey
$322K +$312 +2 +0.1%
BS
673
Boenning & Scattergood
Pennsylvania
$321K
WJA
674
Williams Jones & Associates
New York
$321K
WP
675
WealthPLAN Partners
Nebraska
$317K +$316K +2,026 New