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Name Holding Trade Value Shares
Change
Change in
Stake
LC
1651
Lavaca Capital
Texas
$462K -$283K -5,900 -40%
WAAG
1652
Wealth Alliance Advisory Group
Kansas
$462K -$3.59K -75 -0.8%
SICM
1653
Sustainable Insight Capital Management
New York
$461K +$422K +8,800 New
AAM
1654
Autus Asset Management
Arizona
$458K +$96 +2 +0%
FFG
1655
Frisch Financial Group
New York
$458K +$29.7K +620 +8%
FM
1656
Family Management
New York
$454K +$50.9K +1,063 +14%
GTCM
1657
Gyon Technologies Capital Management
New Jersey
$452K +$413K +8,628 New
AWAP
1658
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$451K +$412K +8,598 New
BFS
1659
Bard Financial Services
Connecticut
$451K +$413K +8,615 New
NP
1660
NorthRock Partners
Minnesota
$450K +$4.22K +88 +1%
MPI
1661
Mairs & Power Inc
Minnesota
$448K +$13K +271 +3%
CA
1662
Continuum Advisory
Idaho
$448K +$27.3K +569 +7%
MAA
1663
Mraz Amerine & Associates
California
$446K -$28.9K -603 -7%
W
1664
Wealthquest
Ohio
$446K +$49.2K +1,026 +14%
HAIM
1665
Hunter Associates Investment Management
Pennsylvania
$446K +$408K +8,519 New
TAM
1666
Trillium Asset Management
Massachusetts
$445K +$39K +814 +11%
NAM
1667
NTV Asset Management
West Virginia
$444K
FC
1668
Forte Capital
New York
$443K -$282K -5,879 -41%
GC
1669
Gilbert & Cook
Iowa
$443K +$33.5K +699 +9%
PPP
1670
Private Portfolio Partners
New Jersey
$440K +$17.1K +357 +4%
VWA
1671
Visionary Wealth Advisors
Illinois
$439K -$15.6K -326 -4%
SRC
1672
Shufro Rose & Co
New York
$439K +$82.8K +1,728 +26%
NAS
1673
Nicolet Advisory Services
Wisconsin
$438K -$7.24K -151 -2%
LFA
1674
Legacy Financial Advisors
Kentucky
$437K -$50K -1,043 -11%
CA
1675
Capital Advantage
California
$437K +$19.8K +413 +5%