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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1326
Private Capital Advisors
Connecticut
$501K – – –
Miracle Mile Advisors
1327
Miracle Mile Advisors
California
$501K +$564K +8,443 New
TCWM
1328
Total Clarity Wealth Management
Illinois
$500K -$15K -224 -3%
ICM
1329
IMS Capital Management
Oregon
$500K +$563K +8,428 New
VCA
1330
Verdence Capital Advisors
Maryland
$497K +$39.1K +586 +8%
SW
1331
SlateStone Wealth
Florida
$494K +$555K +8,318 New
CT
1332
Cambridge Trust
Massachusetts
$493K +$142K +2,126 +34%
DBT
1333
Dubuque Bank & Trust
Iowa
$490K +$223K +3,347 +68%
MFG
1334
Magnus Financial Group
New York
$489K +$319K +4,779 +138%
AWM
1335
Aevitas Wealth Management
Massachusetts
$487K +$193K +2,895 +55%
Jones Financial Companies
1336
Jones Financial Companies
Missouri
$485K -$104K -1,556 -16%
HC
1337
Hourglass Capital
Texas
$484K – – –
NVIM
1338
New Vernon Investment Management
Illinois
$484K – – –
Krilogy Financial
1339
Krilogy Financial
Missouri
$483K -$21.8K -326 -4%
WC
1340
Westhampton Capital
North Carolina
$481K -$668 -10 -0.1%
NL
1341
NVWM LLC
Pennsylvania
$481K +$538K +8,059 +16,118%
BIA
1342
Bigelow Investment Advisors
Maine
$475K -$21.4K -321 -4%
MMPW
1343
Mitchell McLeod Pugh & Williams
Alabama
$474K – – –
MWC
1344
MBM Wealth Consultants
Missouri
$474K +$51.7K +774 +11%
SIA
1345
Soltis Investment Advisors
Utah
$474K +$195K +2,916 +57%
FNFDCM
1346
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$472K – – –
PI
1347
Pettee Investors
Connecticut
$472K – – –
LSAG
1348
Lake Street Advisors Group
New Hampshire
$471K +$17.4K +260 +3%
Eagle Asset Management
1349
Eagle Asset Management
Florida
$471K +$531K +7,948 New
GIA
1350
Granite Investment Advisors
New Hampshire
$467K +$525K +7,866 New