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Name Holding Trade Value Shares
Change
Change in
Stake
LFASL
2051
Lugano Financial Advisors SA (LFA)
Switzerland
$207K -$58.5K -272 -22%
PCG
2052
Private Capital Group
Connecticut
$207K -$26.7K -124 -11%
AAMC
2053
Asset Allocation & Management Company
Illinois
$207K – – –
BCM
2054
Breiter Capital Management
Florida
$207K – – –
FWM
2055
Focused Wealth Management
New York
$207K +$33.4K +155 +19%
RWM
2056
RBA Wealth Management
California
$206K – – –
AWG
2057
Altus Wealth Group
Colorado
$205K +$6.24K +29 +3%
WPC
2058
Waters Parkerson & Co
Louisiana
$203K -$158K -733 -43%
JCIA
2059
Jackson Creek Investment Advisors
Colorado
$203K -$10.5K -49 -5%
MIA
2060
MainStreet Investment Advisors
Illinois
$203K +$10.8K +50 +6%
VC
2061
Vicus Capital
Pennsylvania
$201K +$204K +946 New
NICM
2062
Neo Ivy Capital Management
New York
$200K +$37.4K +174 +23%
WPA
2063
West Paces Advisors
Georgia
$197K +$76.4K +355 +62%
SPWG
2064
Sage Private Wealth Group
Illinois
$196K +$23K +107 +13%
WFA
2065
Wellspring Financial Advisors
Ohio
$195K -$3.44K -16 -2%
BDS
2066
Banco de Sabadell
Florida
$195K – – –
DMBA
2067
Deseret Mutual Benefit Administrators
Utah
$195K +$4.3K +20 +2%
SCA
2068
Sandy Cove Advisors
Massachusetts
$193K +$31.4K +146 +19%
FM
2069
Freemont Management
Switzerland
$191K – – –
Aquatic Capital Management
2070
Aquatic Capital Management
Illinois
$191K +$43K +200 +29%
CT
2071
Clearstead Trust
Maine
$190K +$137K +635 +246%
Thompson Siegel & Walmsley
2072
Thompson Siegel & Walmsley
Virginia
$182K – – –
RIM
2073
Rockbridge Investment Management
New York
$181K -$128K -595 -41%
SGA
2074
Seaport Global Advisors
Massachusetts
$179K -$220K -1,023 -55%
NSIM
2075
North Star Investment Management
Illinois
$178K – – –