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Name Holding Trade Value Shares
Change
Change in
Stake
CGL
701
Clarius Group LLC
Washington
$256K -$57.4K -743 -19%
PA
702
Procyon Advisors
Connecticut
$255K -$68.8K -891 -22%
VCG
703
Vantage Consulting Group
Virginia
$255K -$10.7K -139 -4%
IFG
704
Independent Financial Group
California
$254K -$5.79K -75 -2%
APWM
705
Argonautica Private Wealth Management
Massachusetts
$253K +$249K +3,223 New
SRL
706
Scientech Research LLC
New Jersey
$253K +$249K +3,221 New
TW
707
TrinityPoint Wealth
Connecticut
$252K -$56.2K -728 -19%
BTI
708
Blue Trust Inc
Georgia
$250K +$56.8K +735 +30%
BJL
709
Brighton Jones LLC
Washington
$250K +$30.1K +390 +14%
HAG
710
HighPoint Advisor Group
Illinois
$249K +$38.3K +496 +18%
A
711
Allianz
Germany
$247K +$243K +3,150 New
FMLI
712
Fukoku Mutual Life Insurance
Japan
$246K
FPAS
713
Focus Partners Advisor Solutions
Missouri
$246K +$242K +3,139 New
EFM
714
E Fund Management
China
$244K +$31.7K +410 +15%
FIM
715
Freedom Investment Management
Connecticut
$241K -$26.4K -342 -10%
TFIPS
716
Towarzystwo Funduszy Inwestycyjnych PZU SA
$237K +$19.3K +250 +9%
AIM
717
Anchor Investment Management
South Carolina
$235K
CT
718
Caldwell Trust
Florida
$235K
CT
719
Colonial Trust
South Carolina
$235K
OIA
720
Optimum Investment Advisors
Illinois
$235K
LRPA
721
L. Roy Papp & Associates
Arizona
$234K +$19.3K +250 +9%
RWM
722
Ritholtz Wealth Management
New York
$233K +$229K +2,964 New
PCIA
723
Prime Capital Investment Advisors
Kansas
$232K +$19.1K +247 +9%
CAM
724
Cozad Asset Management
Illinois
$229K +$225K +2,919 New
GF
725
Gries Financial
Ohio
$228K +$9.65K +125 +5%