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Name Holding Trade Value Shares
Change
Change in
Stake
EI
701
EFG International
$341K +$325K +2,730 New
PCM
702
Permanent Capital Management
Illinois
$340K +$55.6K +467 +21%
WC
703
Waterloo Capital
Texas
$340K +$87.7K +736 +37%
AHL
704
Abel Hall LLC
Louisiana
$340K +$325K +2,724 New
EW
705
Expressive Wealth
Illinois
$338K +$322K +2,707 New
VFA
706
Voya Financial Advisors
Connecticut
$337K -$101K -852 -24%
FVWA
707
Foster Victor Wealth Advisors
South Carolina
$337K +$54.3K +456 +20%
HR
708
Hardy Reed
Mississippi
$337K -$6.08K -51 -2%
Bank Julius Baer & Co
709
Bank Julius Baer & Co
Switzerland
$336K -$217K -1,818 -40%
HBS
710
Howard Bailey Securities
Indiana
$335K -$15.2K -128 -5%
IW
711
Imprint Wealth
South Carolina
$334K -$319K -2,678 -50%
NWAG
712
Net Worth Advisory Group
Utah
$333K +$7.86K +66 +3%
CCM
713
Corsair Capital Management
New York
$330K -$255K -2,141 -45%
OAM
714
Ostrum Asset Management
France
$327K -$104K -870 -25%
FMII
715
Farmers & Merchants Investments Inc
Nebraska
$327K +$45.9K +385 +17%
SAI
716
Savvy Advisors Inc
New York
$326K +$1.79K +15 +0.6%
OL
717
Optas LLC
Texas
$322K +$19.9K +167 +7%
BC
718
Burney Company
Virginia
$321K +$2.5K +21 +0.8%
AA
719
Alta Advisers
United Kingdom
$319K -$119K -1,000 -28%
DWT
720
Dorsey & Whitney Trust
South Dakota
$318K +$1.19K +10 +0.4%
GI
721
GAMMA Investing
California
$312K +$87.8K +737 +42%
FC
722
FCA Corp
Texas
$312K
JGUA
723
John G. Ullman & Associates
New York
$312K
AP
724
Anchyra Partners
Georgia
$308K +$294K +2,468 New
VFA
725
Valeo Financial Advisors
Indiana
$307K +$34.1K +286 +13%