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Name Holding Trade Value Shares
Change
Change in
Stake
AI
2126
Accredited Investors
Minnesota
$622K +$3.34K +59 +0.5%
BTIM
2127
BancFirst Trust & Investment Management
Oklahoma
$621K
WI
2128
WrapManager Inc
California
$619K -$171K -3,027 -21%
FMP
2129
Financial Management Professionals
Texas
$619K +$81.3K +1,436 +15%
SIM
2130
SSI Investment Management
California
$615K -$15K -265 -2%
FB
2131
First Bancorp
Maine
$615K +$509 +9 +0.1%
SSWM
2132
Sheets Smith Wealth Management
North Carolina
$615K +$19.6K +347 +3%
WFA
2133
Wade Financial Advisory
California
$614K -$331K -5,841 -35%
B
2134
BetterWealth
California
$614K
SAM
2135
Seelaus Asset Management
New Jersey
$613K -$4.24K -75 -0.7%
CSWG
2136
Cardinal Strategic Wealth Guidance
Kentucky
$609K -$40.7K -719 -6%
SAM
2137
S.A. Mason
Michigan
$609K
MCM
2138
Mengis Capital Management
Oregon
$608K -$17K -300 -3%
ACA
2139
Affinity Capital Advisors
California
$608K -$9.51K -168 -2%
WMS
2140
Wealth Management Solutions
Pennsylvania
$608K +$340 +6 +0.1%
AMG
2141
Asset Management Group
Connecticut
$605K +$4.02K +71 +0.7%
PIA
2142
Powell Investment Advisors
Florida
$605K +$7.87K +139 +1%
FBB
2143
Fulton Breakefield Broenniman
Maryland
$603K +$37.2K +657 +6%
KLCM
2144
KG&L Capital Management
Louisiana
$602K +$205K +3,623 +50%
AC
2145
AlphaCore Capital
California
$602K +$290K +5,120 +90%
IA
2146
IFG Advisors
Missouri
$600K +$3.34K +59 +0.6%
PI
2147
Pettee Investors
Connecticut
$598K
HHGA
2148
Halbert Hargrove Global Advisors
California
$596K +$75.4K +1,333 +14%
NF
2149
Norwood Financial
Pennsylvania
$595K +$4.24K +75 +0.7%
PA
2150
Parkside Advisors
California
$594K