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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
2076
CRA Financial Services
New Jersey
$708K +$12.3K +200 +2%
Capstone Investment Advisors
2077
Capstone Investment Advisors
New York
$708K +$84.4K +1,371 +14%
SCA
2078
Sulzberger Capital Advisors
Florida
$708K +$185 +3 +0%
Krilogy Financial
2079
Krilogy Financial
Missouri
$708K -$9.67K -157 -1%
BCM
2080
Boltwood Capital Management
California
$706K -$36K -585 -5%
BAM
2081
BOS Asset Management
Illinois
$706K -$4.37K -71 -0.6%
CP
2082
Creekside Partners
California
$703K -$46.2K -750 -6%
CA
2083
Claris Advisors
Missouri
$703K +$388K +6,297 +124%
BCP
2084
Blue Chip Partners
Michigan
$702K -$11.1K -181 -2%
MPPLM
2085
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$701K -$4.49K -73 -0.6%
SHGA
2086
Sand Hill Global Advisors
California
$701K -$53.4K -867 -7%
TCMG
2087
TSP Capital Management Group
New Jersey
$700K -$6.16K -100 -0.9%
DE
2088
Diversified Enterprises
Delaware
$700K +$157K +2,552 +29%
ZBNA
2089
Zions Bancorporation, National Association
Utah
$699K +$698K +11,331 New
SIA
2090
Soltis Investment Advisors
Utah
$698K +$29K +471 +4%
PA
2091
Persium Advisors
Georgia
$698K -$68.8K -1,117 -9%
SIG
2092
Sky Investment Group
Connecticut
$698K – – –
AMG
2093
Asset Management Group
Connecticut
$696K +$4.49K +73 +0.7%
FHC
2094
First Heartland Consultants
Missouri
$695K -$15.3K -249 -2%
RIP
2095
Reliant Investment Partners
North Carolina
$695K – – –
TCBWMS
2096
Texas Capital Bank Wealth Management Services
Texas
$693K +$303K +4,928 +78%
EL
2097
EWA LLC
Pennsylvania
$692K +$367K +5,967 +114%
WAL
2098
W Advisors LLC
Tennessee
$690K +$25.4K +412 +4%
PWMG
2099
Prestige Wealth Management Group
New Jersey
$689K +$12K +195 +2%
FCFC
2100
First Citizens Financial Corp
Iowa
$687K -$123 -2 -0%