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Name Holding Trade Value Shares
Change
Change in
Stake
BCA
1326
Berman Capital Advisors
Georgia
$553K +$12.9K +59 +3%
WCM
1327
WealthBridge Capital Management
Ohio
$551K +$480K +2,193 New
HCM
1328
Hengehold Capital Management
Ohio
$550K
EP
1329
Eudaimonia Partners
Tennessee
$550K +$65.7K +300 +16%
CC
1330
Centiva Capital
New York
$548K -$5M -22,845 -91%
CL
1331
CPWM LLC
Washington
$548K -$200K -912 -29%
QI
1332
Qtron Investments
Massachusetts
$546K
CFA
1333
Carroll Financial Associates
North Carolina
$546K +$12.5K +57 +3%
SWA
1334
Stratos Wealth Advisors
Ohio
$546K +$46.6K +213 +11%
QCM
1335
Quantinno Capital Management
New York
$541K -$46.4K -212 -9%
IA
1336
IFG Advisors
Missouri
$541K
HA
1337
Harfst & Associates
Wyoming
$541K +$13.6K +62 +3%
IA
1338
IFG Advisory
Georgia
$539K +$18.6K +85 +4%
SWA
1339
Sutton Wealth Advisors
Florida
$536K +$4.82K +22 +1%
LWAC
1340
Laurel Wealth Advisors (California)
California
$531K -$7K -32 -1%
SW
1341
StrongBox Wealth
Missouri
$530K +$51.2K +234 +12%
PCP
1342
Proficio Capital Partners
Massachusetts
$526K +$50.8K +232 +12%
EW
1343
Evoke Wealth
California
$524K -$438 -2 -0.1%
NF
1344
Nikulski Financial
Iowa
$523K +$71.1K +325 +19%
DWM
1345
Dakota Wealth Management
Florida
$521K +$5.25K +24 +1%
WA
1346
Wealth Advisors
California
$520K
BWP
1347
BSW Wealth Partners
Colorado
$519K +$125K +572 +38%
NVCHI
1348
New Vernon Capital Holdings II
New Jersey
$519K +$452K +2,065 New
Fayez Sarofim & Co
1349
Fayez Sarofim & Co
Texas
$517K
MSR
1350
Main Street Research
Connecticut
$517K +$15.1K +69 +3%