Name Holding Trade Value Shares
Change
Change in
Stake
TWA
2226
TCI Wealth Advisors
Arizona
$594K -$98.8K -1,604 -14%
EBT
2227
Enterprise Bank & Trust
Massachusetts
$594K +$174K +2,830 +42%
Fiera Capital (Canada)
2228
Fiera Capital (Canada)
Quebec, Canada
$591K – – –
SPL
2229
Smart Portfolios LLC
Washington
$590K -$1.54K -25 -0.3%
MWM
2230
Manske Wealth Management
Texas
$589K +$46.1K +749 +9%
SDAM
2231
Shulman DeMeo Asset Management
New York
$589K +$8.62K +140 +1%
OBWG
2232
Onyx Bridge Wealth Group
New York
$589K +$67.2K +1,092 +13%
WMA
2233
West Michigan Advisors
Michigan
$588K -$4.74K -77 -0.8%
AWM
2234
Aviso Wealth Management
Washington
$588K +$108K +1,750 +23%
BWG
2235
Beta Wealth Group
California
$588K +$12.7K +206 +2%
LRWA
2236
Long Run Wealth Advisors
New York
$588K -$1.31M -21,338 -69%
GAM
2237
Gemmer Asset Management
California
$588K -$27.1K -441 -4%
BW
2238
BIP Wealth
Georgia
$587K +$15.8K +256 +3%
EFG
2239
Ethos Financial Group
Pennsylvania
$587K – – –
GFA
2240
Gallagher Fiduciary Advisors
Illinois
$586K +$10.2K +166 +2%
AG
2241
AmeriFlex Group
Nevada
$585K +$44.7K +726 +8%
SCP
2242
Sivia Capital Partners
California
$584K +$65.3K +1,061 +13%
SHF
2243
Safe Harbor Fiduciary
Florida
$584K – – –
FB
2244
First Bancorp
Maine
$583K -$18.5K -300 -3%
PIMG
2245
Patriot Investment Management Group
Tennessee
$582K +$62 +1 +0%
LAM
2246
Lingohr Asset Management
Germany
$582K +$585K +9,500 New
DI
2247
DAGCO Inc
Ohio
$580K +$8.13K +132 +1%
VCP
2248
Verus Capital Partners
Arizona
$579K +$6.34K +103 +1%
GL
2249
Gerber LLC
Ohio
$579K +$123 +2 +0%
EWA
2250
Encompass Wealth Advisors
Oregon
$578K +$1.42K +23 +0.2%