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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1026
EP Wealth Advisors
California
$383K +$74K +472 +23%
FC
1027
Ferris Capital
Massachusetts
$382K
CA
1028
Clearstead Advisors
Ohio
$382K +$395K +2,518 New
FCA
1029
FLC Capital Advisors
California
$381K
HPWM
1030
Highland Private Wealth Management
Washington
$381K +$38.6K +246 +11%
RCAG
1031
Rehmann Capital Advisory Group
Michigan
$379K -$8.62K -55 -2%
ATFA
1032
All Terrain Financial Advisors
Minnesota
$379K
NJBEST
1033
New Jersey Better Educational Savings Trust
New Jersey
$379K +$47K +300 +14%
LSAG
1034
Lake Street Advisors Group
New Hampshire
$378K +$53.6K +342 +16%
BCM
1035
BTC Capital Management
Iowa
$376K -$204K -1,303 -34%
CAMG
1036
CWA Asset Management Group
Florida
$372K +$384K +2,452 New
TC
1037
Truvestments Capital
Florida
$370K +$291K +1,855 +317%
FNT
1038
First Nebraska Trust
Nebraska
$368K
HT
1039
Heritage Trust
Oklahoma
$367K
PL
1040
Plancorp LLC
Missouri
$365K -$7.37K -47 -2%
SIM
1041
SSI Investment Management
California
$365K -$1.72K -11 -0.5%
AC
1042
Abbrea Capital
California
$365K +$12.5K +80 +3%
LHC
1043
Little House Capital
Massachusetts
$364K +$1.25K +8 +0.3%
RC
1044
Roundview Capital
New Jersey
$360K +$10.2K +65 +3%
TFGT
1045
TS Financial Group (TSFG)
Illinois
$358K -$14.6K -93 -4%
XS
1046
XR Securities
Illinois
$356K +$134K +855 +57%
Lazard Asset Management
1047
Lazard Asset Management
New York
$355K +$312K +1,990 +553%
PFPT
1048
Pinnacle Financial Partners (Tennessee)
Tennessee
$354K +$118K +755 +48%
GC
1049
Grace Capital
Massachusetts
$352K
QCIG
1050
Quad-Cities Investment Group
Iowa
$351K